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Partnership Wealth Management’s Mattel MAT Stock Holding History

Partnership Wealth Management’s Portfolio MAT Stock Details MAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,730
Closed -$28.1K – 204
2024
Q2 		$28.1K Sell
1,730
-1,690
-49% -$30.6K 0.02% 166
2024
Q1 		$67.8K Hold
3,420
– – 0.05% 135
2023
Q4 		$61.2K Buy
+3,420
New +$66.5K 0.05% 137

Other funds holding MAT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Partnership Wealth Management's MAT Position: Q3 2024 in Review

Partnership Wealth Management sold out of Mattel (MAT) in Q3 2024, closing a stake of 1,730 shares — an estimated $28.1K sold.

Partnership Wealth Management first reported a position in MAT in Q4 2023 and held it in 3 quarters. The position peaked at $67.8K in Q1 2024. 380 funds tracked by Wall St. Rank hold MAT as of Q3 2024.

  • Partnership Wealth Management reported no remaining Mattel position as of Q3 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 1,730 Mattel shares in Q3 2024, an estimated $28.1K.
  • Partnership Wealth Management first reported a position in Mattel in Q4 2023 and held it in 3 quarters.
  • Partnership Wealth Management's Mattel position peaked at $67.8K in Q1 2024.
  • 380 funds tracked by Wall St. Rank held Mattel as of Q3 2024.

Based on Partnership Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.