Morris Capital Advisors’s MKS Inc MKSI Stock Holding History

Morris Capital Advisors’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
2022 Q3	$1.39M	Sell	16,848 -237	-1%	-$24.4K	1.31%	28
2022 Q2	$1.75M	Buy	17,085 +308	+2%	+$35.9K	1.56%	28
2022 Q1	$2.52M	Buy	16,777 +2,693	+19%	+$418K	1.95%	25
2021 Q4	$2.45M	Sell	14,084 -4,808	-25%	-$752K	1.8%	24
2021 Q3	$2.85M	Sell	18,892 -660	-3%	-$101K	2.25%	17
2021 Q2	$3.48M	Buy	19,552 +13	+0.1%	+$2.36K	2.63%	16
2021 Q1	$3.62M	Buy	+19,539	New	+$3.28M	2.94%	13

Other funds holding MKSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

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

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

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Morris Capital Advisors's MKSI Position: Q3 2022 in Review

Morris Capital Advisors reduced its MKS Inc (MKSI) stake by 1.4% in Q3 2022, selling an estimated $24.4K and leaving 16,848 shares worth $1.39M. The position accounts for 1.31% of the portfolio, ranked #28.

Morris Capital Advisors first reported a position in MKSI in Q1 2021 and has held it in 7 quarters since. The position peaked at $3.62M in Q1 2021. 356 funds tracked by Wall St. Rank hold MKSI as of Q3 2022.

Morris Capital Advisors held 16,848 shares of MKS Inc worth $1.39M as of Q3 2022.
Morris Capital Advisors sold 237 MKS Inc shares in Q3 2022, an estimated $24.4K.
MKS Inc made up 1.31% of Morris Capital Advisors's portfolio in Q3 2022, its #28 holding.
Morris Capital Advisors first reported a position in MKS Inc in Q1 2021 and has held it in 7 quarters since.
Morris Capital Advisors's MKS Inc position peaked at $3.62M in Q1 2021.
356 funds tracked by Wall St. Rank held MKS Inc as of Q3 2022.

Based on Morris Capital Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.