Lido Advisors’s Materion MTRN Stock Holding History

Lido Advisors’s Portfolio MTRN Stock Details MTRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,001	Closed	-$204K	–	1400
2023 Q3	$204K	Buy	+2,001	New	+$218K	﹤0.01%	1074

Other funds holding MTRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Lido Advisors's MTRN Position: Q4 2023 in Review

Lido Advisors sold out of Materion (MTRN) in Q4 2023, closing a stake of 2,001 shares — an estimated $204K sold.

Lido Advisors first reported a position in MTRN in Q3 2023 and held it in 1 quarter. The position peaked at $204K in Q3 2023. 226 funds tracked by Wall St. Rank hold MTRN as of Q4 2023.

Lido Advisors reported no remaining Materion position as of Q4 2023 after selling out during the quarter.
Lido Advisors sold 2,001 Materion shares in Q4 2023, an estimated $204K.
Lido Advisors first reported a position in Materion in Q3 2023 and held it in 1 quarter.
Lido Advisors's Materion position peaked at $204K in Q3 2023.
226 funds tracked by Wall St. Rank held Materion as of Q4 2023.

Based on Lido Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.