Loring Wolcott & Coolidge Fiduciary Advisors’s Matthews International MATW Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio MATW Stock Details MATW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-282	Closed	-$10K	–	684
2021 Q4	$10K	Hold	282	–	–	﹤0.01%	600
2021 Q3	$10K	Hold	282	–	–	﹤0.01%	588
2021 Q2	$10K	Buy	+282	New	+$11.3K	﹤0.01%	631
2021 Q1	–	Sell	-282	Closed	-$8K	–	540
2020 Q4	$8K	Buy	+282	New	+$7.29K	﹤0.01%	610
2017 Q3	–	Sell	-61	Closed	-$4K	–	860
2017 Q2	$4K	Buy	+61	New	+$3.99K	﹤0.01%	596

Other funds holding MATW

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MATW Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Matthews International (MATW) in Q1 2022, closing a stake of 282 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MATW in Q2 2017 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 173 funds tracked by Wall St. Rank hold MATW as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Matthews International position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 282 Matthews International shares in Q1 2022, an estimated $10K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Matthews International in Q2 2017 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Matthews International position peaked at $10K in Q4 2021.
173 funds tracked by Wall St. Rank held Matthews International as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.