MCM
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Marathon Capital Management’s MKS Inc MKSI Stock Holding History

Marathon Capital Management’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,560
Closed -$236K – 199
2021
Q3 		$236K Hold
1,560
– – 0.05% 197
2021
Q2 		$277K Hold
1,560
– – 0.06% 150
2021
Q1 		$289K Buy
+1,560
New +$262K 0.08% 131

Other funds holding MKSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Marathon Capital Management's MKSI Position: Q4 2021 in Review

Marathon Capital Management sold out of MKS Inc (MKSI) in Q4 2021, closing a stake of 1,560 shares — an estimated $236K sold.

Marathon Capital Management first reported a position in MKSI in Q1 2021 and held it in 3 quarters. The position peaked at $289K in Q1 2021. 404 funds tracked by Wall St. Rank hold MKSI as of Q4 2021.

  • Marathon Capital Management reported no remaining MKS Inc position as of Q4 2021 after selling out during the quarter.
  • Marathon Capital Management sold 1,560 MKS Inc shares in Q4 2021, an estimated $236K.
  • Marathon Capital Management first reported a position in MKS Inc in Q1 2021 and held it in 3 quarters.
  • Marathon Capital Management's MKS Inc position peaked at $289K in Q1 2021.
  • 404 funds tracked by Wall St. Rank held MKS Inc as of Q4 2021.

Based on Marathon Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.