MFG
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Mendota Financial Group’s MKS Inc MKSI Stock Holding History

Mendota Financial Group’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
2024
Q4 		– Sell
-1
Closed -$109 – 849
2024
Q3 		$109 Buy
+1
New +$119 ﹤0.01% 886
2024
Q1 		– Sell
-264
Closed -$27.2K – 368
2023
Q4 		$27.2K Buy
+264
New +$21.4K 0.02% 232
2023
Q2 		– Sell
-739
Closed -$111K – 345
2023
Q1 		$111K Buy
+739
New +$70.5K 0.11% 87

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mendota Financial Group's MKSI Position: Q4 2024 in Review

Mendota Financial Group sold out of MKS Inc (MKSI) in Q4 2024, closing a stake of 1 share — an estimated $109 sold.

Mendota Financial Group first reported a position in MKSI in Q1 2023 and held it in 3 quarters. The position peaked at $111K in Q1 2023. 419 funds tracked by Wall St. Rank hold MKSI as of Q4 2024.

  • Mendota Financial Group reported no remaining MKS Inc position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 1 MKS Inc share in Q4 2024, an estimated $109.
  • Mendota Financial Group first reported a position in MKS Inc in Q1 2023 and held it in 3 quarters.
  • Mendota Financial Group's MKS Inc position peaked at $111K in Q1 2023.
  • 419 funds tracked by Wall St. Rank held MKS Inc as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.