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Marshall Financial Group (Maryland)’s MKS Inc MKSI Stock Holding History

Marshall Financial Group (Maryland)’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
2023
Q1 		– Sell
-11,018
Closed -$934K – 184
2022
Q4 		$934K Buy
11,018
+3,893
+55% +$312K 0.36% 101
2022
Q3 		$589K Buy
7,125
+82
+1% +$8.44K 0.25% 123
2022
Q2 		$723K Buy
+7,043
New +$820K 0.29% 117

Other funds holding MKSI

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marshall Financial Group (Maryland)'s MKSI Position: Q1 2023 in Review

Marshall Financial Group (Maryland) sold out of MKS Inc (MKSI) in Q1 2023, closing a stake of 11,018 shares — an estimated $934K sold.

Marshall Financial Group (Maryland) first reported a position in MKSI in Q2 2022 and held it in 3 quarters. The position peaked at $934K in Q4 2022. 323 funds tracked by Wall St. Rank hold MKSI as of Q1 2023.

  • Marshall Financial Group (Maryland) reported no remaining MKS Inc position as of Q1 2023 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 11,018 MKS Inc shares in Q1 2023, an estimated $934K.
  • Marshall Financial Group (Maryland) first reported a position in MKS Inc in Q2 2022 and held it in 3 quarters.
  • Marshall Financial Group (Maryland)'s MKS Inc position peaked at $934K in Q4 2022.
  • 323 funds tracked by Wall St. Rank held MKS Inc as of Q1 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2023, filed 18 Apr 2023.