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Mission Wealth Management’s Methode Electronics MEI Stock Holding History

Mission Wealth Management’s Portfolio MEI Stock Details MEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,170
Closed -$258K – 711
2024
Q1 		$258K Sell
21,170
-2,013
-9% -$38K 0.01% 584
2023
Q4 		$527K Buy
23,183
+1,930
+9% +$45.2K 0.02% 360
2023
Q3 		$486K Buy
21,253
+322
+2% +$9.59K 0.02% 344
2023
Q2 		$702K Sell
20,931
-276
-1% -$11.3K 0.03% 285
2023
Q1 		$931K Sell
21,207
-134
-0.6% -$6.21K 0.04% 225
2022
Q4 		$947K Buy
21,341
+328
+2% +$14K 0.05% 210
2022
Q3 		$781K Buy
21,013
+613
+3% +$24K 0.04% 220
2022
Q2 		$756K Buy
20,400
+3,953
+24% +$170K 0.04% 237
2022
Q1 		$711K Buy
16,447
+2,766
+20% +$124K 0.03% 256
2021
Q4 		$673K Sell
13,681
-119
-0.9% -$5.35K 0.03% 251
2021
Q3 		$580K Sell
13,800
-544
-4% -$25K 0.03% 260
2021
Q2 		$706K Sell
14,344
-84
-0.6% -$3.92K 0.04% 226
2021
Q1 		$606K Buy
14,428
+1,806
+14% +$74.1K 0.04% 228
2020
Q4 		$483K Buy
+12,622
New +$432K 0.03% 248

Other funds holding MEI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mission Wealth Management's MEI Position: Q2 2024 in Review

Mission Wealth Management sold out of Methode Electronics (MEI) in Q2 2024, closing a stake of 21,170 shares — an estimated $258K sold.

Mission Wealth Management first reported a position in MEI in Q4 2020 and held it in 14 quarters. The position peaked at $947K in Q4 2022. 166 funds tracked by Wall St. Rank hold MEI as of Q2 2024.

  • Mission Wealth Management reported no remaining Methode Electronics position as of Q2 2024 after selling out during the quarter.
  • Mission Wealth Management sold 21,170 Methode Electronics shares in Q2 2024, an estimated $258K.
  • Mission Wealth Management first reported a position in Methode Electronics in Q4 2020 and held it in 14 quarters.
  • Mission Wealth Management's Methode Electronics position peaked at $947K in Q4 2022.
  • 166 funds tracked by Wall St. Rank held Methode Electronics as of Q2 2024.

Based on Mission Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.