SAM
MTOR

Shell Asset Management’s MERITOR, Inc. MTOR Stock Holding History

Shell Asset Management’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
-29,687
Closed -$1.08M – 1414
2022
Q2 		$1.08M Buy
29,687
+617
+2% +$22.2K 0.03% 413
2022
Q1 		$1.03M Sell
29,070
-4,301
-13% -$127K 0.02% 486
2021
Q4 		$827K Buy
33,371
+166
+0.5% +$4.24K 0.02% 658
2021
Q3 		$708K Sell
33,205
-1,420
-4% -$33.1K 0.02% 684
2021
Q2 		$811K Buy
34,625
+1,880
+6% +$49.4K 0.02% 673
2021
Q1 		$963K Buy
32,745
+13,174
+67% +$392K 0.02% 553
2020
Q4 		$546K Hold
19,571
– – 0.01% 760
2020
Q3 		$410K Hold
19,571
– – 0.01% 765
2020
Q2 		$388K Sell
19,571
-226
-1% -$4.18K 0.01% 776
2020
Q1 		$262K Sell
19,797
-302
-2% -$6.51K 0.01% 917
2019
Q4 		$526K Sell
20,099
-542
-3% -$12.2K 0.01% 871
2019
Q3 		$382K Sell
20,641
-177
-0.9% -$3.58K 0.01% 996
2019
Q2 		$505K Sell
20,818
-476
-2% -$10.7K 0.01% 914
2019
Q1 		$433K Buy
+21,294
New +$434K 0.01% 971

Other funds holding MTOR

IA
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Shell Asset Management's MTOR Position: Q3 2022 in Review

Shell Asset Management sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 29,687 shares — an estimated $1.08M sold.

Shell Asset Management first reported a position in MTOR in Q1 2019 and held it in 14 quarters. The position peaked at $1.08M in Q2 2022. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

  • Shell Asset Management reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
  • Shell Asset Management sold 29,687 MERITOR, Inc. shares in Q3 2022, an estimated $1.08M.
  • Shell Asset Management first reported a position in MERITOR, Inc. in Q1 2019 and held it in 14 quarters.
  • Shell Asset Management's MERITOR, Inc. position peaked at $1.08M in Q2 2022.
  • 5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on Shell Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.