McDaniel Terry & Co’s Applied Materials AMAT Stock Holding History

McDaniel Terry & Co’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,800	Closed	-$249K	–	86
2023 Q3	$249K	Hold	1,800	–	–	0.03%	80
2023 Q2	$260K	Hold	1,800	–	–	0.03%	79
2023 Q1	$221K	Buy	+1,800	New	+$207K	0.02%	85
2022 Q2	–	Sell	-1,600	Closed	-$211K	–	94
2022 Q1	$211K	Hold	1,600	–	–	0.02%	91
2021 Q4	$252K	Hold	1,600	–	–	0.03%	91
2021 Q3	$206K	Hold	1,600	–	–	0.02%	87
2021 Q2	$228K	Hold	1,600	–	–	0.03%	84
2021 Q1	$214K	Buy	+1,600	New	+$176K	0.03%	84

Other funds holding AMAT

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McDaniel Terry & Co's AMAT Position: Q4 2023 in Review

McDaniel Terry & Co sold out of Applied Materials (AMAT) in Q4 2023, closing a stake of 1,800 shares — an estimated $249K sold.

McDaniel Terry & Co first reported a position in AMAT in Q1 2021 and held it in 8 quarters. The position peaked at $260K in Q2 2023. 2,026 funds tracked by Wall St. Rank hold AMAT as of Q4 2023.

McDaniel Terry & Co reported no remaining Applied Materials position as of Q4 2023 after selling out during the quarter.
McDaniel Terry & Co sold 1,800 Applied Materials shares in Q4 2023, an estimated $249K.
McDaniel Terry & Co first reported a position in Applied Materials in Q1 2021 and held it in 8 quarters.
McDaniel Terry & Co's Applied Materials position peaked at $260K in Q2 2023.
2,026 funds tracked by Wall St. Rank held Applied Materials as of Q4 2023.

Based on McDaniel Terry & Co's 13F filing for Q4 2023, filed 24 Jan 2024.