MGWM
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Marks Group Wealth Management’s Modine Manufacturing MOD Stock Holding History

Marks Group Wealth Management’s Portfolio MOD Stock Details MOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,783
Closed -$237K – 295
2024
Q3 		$237K Buy
+1,783
New +$197K 0.02% 280
2024
Q2 		– Sell
-2,649
Closed -$252K – 298
2024
Q1 		$252K Buy
+2,649
New +$205K 0.03% 278

Other funds holding MOD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Marks Group Wealth Management's MOD Position: Q4 2024 in Review

Marks Group Wealth Management sold out of Modine Manufacturing (MOD) in Q4 2024, closing a stake of 1,783 shares — an estimated $237K sold.

Marks Group Wealth Management first reported a position in MOD in Q1 2024 and held it in 2 quarters. The position peaked at $252K in Q1 2024. 410 funds tracked by Wall St. Rank hold MOD as of Q4 2024.

  • Marks Group Wealth Management reported no remaining Modine Manufacturing position as of Q4 2024 after selling out during the quarter.
  • Marks Group Wealth Management sold 1,783 Modine Manufacturing shares in Q4 2024, an estimated $237K.
  • Marks Group Wealth Management first reported a position in Modine Manufacturing in Q1 2024 and held it in 2 quarters.
  • Marks Group Wealth Management's Modine Manufacturing position peaked at $252K in Q1 2024.
  • 410 funds tracked by Wall St. Rank held Modine Manufacturing as of Q4 2024.

Based on Marks Group Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.