Private Ocean’s MERITOR, Inc. MTOR Stock Holding History

Private Ocean’s Portfolio MTOR Stock Details MTOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-219	Closed	-$6K	–	611
2020 Q4	$6K	Buy	+219	New	+$5.79K	﹤0.01%	423

Other funds holding MTOR

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Private Ocean's MTOR Position: Q1 2021 in Review

Private Ocean sold out of MERITOR, Inc. (MTOR) in Q1 2021, closing a stake of 219 shares — an estimated $6K sold.

Private Ocean first reported a position in MTOR in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 210 funds tracked by Wall St. Rank hold MTOR as of Q1 2021.

Private Ocean reported no remaining MERITOR, Inc. position as of Q1 2021 after selling out during the quarter.
Private Ocean sold 219 MERITOR, Inc. shares in Q1 2021, an estimated $6K.
Private Ocean first reported a position in MERITOR, Inc. in Q4 2020 and held it in 1 quarter.
Private Ocean's MERITOR, Inc. position peaked at $6K in Q4 2020.
210 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q1 2021.

Based on Private Ocean's 13F filing for Q1 2021, filed 20 Apr 2021.