Monarch Partners Asset Management’s MKS Inc MKSI Stock Holding History

Monarch Partners Asset Management’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
2021 Q1	–	Sell	-2,679	Closed	-$403K	–	178
2020 Q4	$403K	Buy	2,679 +791	+42%	+$103K	0.07%	166
2020 Q3	$206K	Buy	+1,888	New	+$221K	0.05%	159
2019 Q3	–	Sell	-86,849	Closed	-$6.76M	–	180
2019 Q2	$6.76M	Sell	86,849 -22,861	-21%	-$1.93M	0.97%	48
2019 Q1	$10.2M	Buy	+109,710	New	+$8.85M	1.54%	17
2017 Q4	–	Sell	-40,470	Closed	-$3.82M	–	200
2017 Q3	$3.82M	Sell	40,470 -103,850	-72%	-$8.49M	0.37%	100
2017 Q2	$9.71M	Buy	+144,320	New	+$10.9M	0.96%	37

Other funds holding MKSI

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Monarch Partners Asset Management's MKSI Position: Q1 2021 in Review

Monarch Partners Asset Management sold out of MKS Inc (MKSI) in Q1 2021, closing a stake of 2,679 shares — an estimated $403K sold.

Monarch Partners Asset Management first reported a position in MKSI in Q2 2017 and held it in 6 quarters. The position peaked at $10.2M in Q1 2019. 351 funds tracked by Wall St. Rank hold MKSI as of Q1 2021.

Monarch Partners Asset Management reported no remaining MKS Inc position as of Q1 2021 after selling out during the quarter.
Monarch Partners Asset Management sold 2,679 MKS Inc shares in Q1 2021, an estimated $403K.
Monarch Partners Asset Management first reported a position in MKS Inc in Q2 2017 and held it in 6 quarters.
Monarch Partners Asset Management's MKS Inc position peaked at $10.2M in Q1 2019.
351 funds tracked by Wall St. Rank held MKS Inc as of Q1 2021.

Based on Monarch Partners Asset Management's 13F filing for Q1 2021, filed 11 May 2021.