Schneider Downs Wealth Management Advisors’s Matthews International MATW Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio MATW Stock Details MATW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-46,702	Closed	-$1.99M	–	111
2023 Q2	$1.99M	Buy	46,702 +4,307	+10%	+$167K	0.45%	33
2023 Q1	$1.53M	Hold	42,395	–	–	0.31%	38
2022 Q4	$1.29M	Hold	42,395	–	–	0.28%	39
2022 Q3	$950K	Hold	42,395	–	–	0.28%	38
2022 Q2	$1.22M	Buy	42,395 +8,627	+26%	+$264K	0.34%	32
2022 Q1	$1.09M	Hold	33,768	–	–	0.28%	40
2021 Q4	$1.24M	Hold	33,768	–	–	0.3%	39
2021 Q3	$1.17M	Hold	33,768	–	–	0.3%	35
2021 Q2	$1.21M	Buy	33,768 +3,291	+11%	+$131K	0.31%	33
2021 Q1	$1.21M	Buy	+30,477	New	+$1.07M	0.29%	32
2016 Q4	–	Sell	-4,000	Closed	-$243K	–	31
2016 Q3	$243K	Hold	4,000	–	–	0.16%	28
2016 Q2	$223K	Hold	4,000	–	–	0.15%	26
2016 Q1	$206K	Hold	4,000	–	–	0.14%	24
2015 Q4	$214K	Buy	+4,000	New	+$224K	0.25%	26

Other funds holding MATW

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's MATW Position: Q3 2023 in Review

Schneider Downs Wealth Management Advisors sold out of Matthews International (MATW) in Q3 2023, closing a stake of 46,702 shares — an estimated $1.99M sold.

Schneider Downs Wealth Management Advisors first reported a position in MATW in Q4 2015 and held it in 14 quarters. The position peaked at $1.99M in Q2 2023. 172 funds tracked by Wall St. Rank hold MATW as of Q3 2023.

Schneider Downs Wealth Management Advisors reported no remaining Matthews International position as of Q3 2023 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 46,702 Matthews International shares in Q3 2023, an estimated $1.99M.
Schneider Downs Wealth Management Advisors first reported a position in Matthews International in Q4 2015 and held it in 14 quarters.
Schneider Downs Wealth Management Advisors's Matthews International position peaked at $1.99M in Q2 2023.
172 funds tracked by Wall St. Rank held Matthews International as of Q3 2023.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.