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Massachusetts Financial Services’s
Matrix Service
MTRX
Stock Holding History
Massachusetts Financial Services’s Portfolio
MTRX Stock Details
MTRX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
-73,246
Closed
-$1.68M
–
821
2019
Q4
$1.68M
Sell
73,246
-31,376
-30%
-$620K
﹤0.01%
727
2019
Q3
$1.79M
Buy
104,622
+11,674
+13%
+$220K
﹤0.01%
734
2019
Q2
$1.88M
Buy
+92,948
New
+$1.83M
﹤0.01%
736
2018
Q3
–
Sell
-71,163
Closed
-$1.31M
–
864
2018
Q2
$1.31M
Buy
71,163
+9,747
+16%
+$169K
﹤0.01%
754
2018
Q1
$841K
Buy
61,416
+1,802
+3%
+$29.6K
﹤0.01%
778
2017
Q4
$1.06M
Buy
+59,614
New
+$937K
﹤0.01%
758
Other funds holding MTRX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Russell Investments Group
London, United Kingdom
$93.1B AUM
28.26%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors
Houston, Texas
$868M AUM
24.69%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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