Rothschild Investment LLC’s MERITOR, Inc. MTOR Stock Holding History

Rothschild Investment LLC’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
2022 Q3	–	Sell	-19,020	Closed	-$691K	–	507
2022 Q2	$691K	Sell	19,020 -6,464	-25%	-$233K	0.06%	252
2022 Q1	$906K	Buy	25,484 +995	+4%	+$29.4K	0.07%	243
2021 Q4	$607K	Buy	+24,489	New	+$625K	0.05%	296

Other funds holding MTOR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Rothschild Investment LLC's MTOR Position: Q3 2022 in Review

Rothschild Investment LLC sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 19,020 shares — an estimated $691K sold.

Rothschild Investment LLC first reported a position in MTOR in Q4 2021 and held it in 3 quarters. The position peaked at $906K in Q1 2022. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

Rothschild Investment LLC reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
Rothschild Investment LLC sold 19,020 MERITOR, Inc. shares in Q3 2022, an estimated $691K.
Rothschild Investment LLC first reported a position in MERITOR, Inc. in Q4 2021 and held it in 3 quarters.
Rothschild Investment LLC's MERITOR, Inc. position peaked at $906K in Q1 2022.
5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Rothschild Investment LLC's 13F filing for Q3 2022, filed 21 Oct 2022.