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Ruedi Wealth Management’s Masco MAS Stock Holding History

Ruedi Wealth Management’s Portfolio MAS Stock Details MAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-140
Closed -$9.33K – 440
2024
Q2 		$9.33K Buy
+140
New +$9.87K ﹤0.01% 187
2023
Q3 		– Sell
-456
Closed -$26.2K – 230
2023
Q2 		$26.2K Hold
456
– – 0.02% 103
2023
Q1 		$22.7K Hold
456
– – 0.01% 121
2022
Q4 		$21.3K Buy
+456
New +$22K 0.02% 111

Other funds holding MAS

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Ruedi Wealth Management's MAS Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Masco (MAS) in Q3 2024, closing a stake of 140 shares — an estimated $9.33K sold.

Ruedi Wealth Management first reported a position in MAS in Q4 2022 and held it in 4 quarters. The position peaked at $26.2K in Q2 2023. 841 funds tracked by Wall St. Rank hold MAS as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Masco position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 140 Masco shares in Q3 2024, an estimated $9.33K.
  • Ruedi Wealth Management first reported a position in Masco in Q4 2022 and held it in 4 quarters.
  • Ruedi Wealth Management's Masco position peaked at $26.2K in Q2 2023.
  • 841 funds tracked by Wall St. Rank held Masco as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.