Mutual Advisors’s Alexander & Baldwin ALEX Stock Holding History

Mutual Advisors’s Portfolio ALEX Stock Details ALEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,711	Closed	-$184K	–	771
2020 Q4	$184K	Buy	+10,711	New	+$156K	0.01%	708

Other funds holding ALEX

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

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Mutual Advisors's ALEX Position: Q1 2021 in Review

Mutual Advisors sold out of Alexander & Baldwin (ALEX) in Q1 2021, closing a stake of 10,711 shares — an estimated $184K sold.

Mutual Advisors first reported a position in ALEX in Q4 2020 and held it in 1 quarter. The position peaked at $184K in Q4 2020. 197 funds tracked by Wall St. Rank hold ALEX as of Q1 2021.

Mutual Advisors reported no remaining Alexander & Baldwin position as of Q1 2021 after selling out during the quarter.
Mutual Advisors sold 10,711 Alexander & Baldwin shares in Q1 2021, an estimated $184K.
Mutual Advisors first reported a position in Alexander & Baldwin in Q4 2020 and held it in 1 quarter.
Mutual Advisors's Alexander & Baldwin position peaked at $184K in Q4 2020.
197 funds tracked by Wall St. Rank held Alexander & Baldwin as of Q1 2021.

Based on Mutual Advisors's 13F filing for Q1 2021, filed 13 May 2021.