Sage Private Wealth Group’s Masco MAS Stock Holding History

Sage Private Wealth Group’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
2022 Q4	–	Sell	-271	Closed	-$13K	–	128
2022 Q3	$13K	Hold	271	–	–	0.02%	132
2022 Q2	$14K	Hold	271	–	–	0.02%	129
2022 Q1	$14K	Hold	271	–	–	0.01%	133
2021 Q4	$19K	Hold	271	–	–	0.02%	122
2021 Q3	$15K	Hold	271	–	–	0.02%	129
2021 Q2	$16K	Hold	271	–	–	0.02%	123
2021 Q1	$16K	Hold	271	–	–	0.03%	124
2020 Q4	$15K	Buy	+271	New	+$14.9K	0.04%	115

Other funds holding MAS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sage Private Wealth Group's MAS Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Masco (MAS) in Q4 2022, closing a stake of 271 shares — an estimated $13K sold.

Sage Private Wealth Group first reported a position in MAS in Q4 2020 and held it in 8 quarters. The position peaked at $19K in Q4 2021. 700 funds tracked by Wall St. Rank hold MAS as of Q4 2022.

Sage Private Wealth Group reported no remaining Masco position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 271 Masco shares in Q4 2022, an estimated $13K.
Sage Private Wealth Group first reported a position in Masco in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Masco position peaked at $19K in Q4 2021.
700 funds tracked by Wall St. Rank held Masco as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.