Simplicity Wealth’s Masco MAS Stock Holding History

Simplicity Wealth’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	-3,477	Closed	-$232K	–	912
2024 Q2	$232K	Sell	3,477 -48	-1%	-$3.38K	0.01%	1046
2024 Q1	$278K	Buy	+3,525	New	+$254K	0.01%	944

Other funds holding MAS

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Simplicity Wealth's MAS Position: Q3 2024 in Review

Simplicity Wealth sold out of Masco (MAS) in Q3 2024, closing a stake of 3,477 shares — an estimated $232K sold.

Simplicity Wealth first reported a position in MAS in Q1 2024 and held it in 2 quarters. The position peaked at $278K in Q1 2024. 841 funds tracked by Wall St. Rank hold MAS as of Q3 2024.

Simplicity Wealth reported no remaining Masco position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 3,477 Masco shares in Q3 2024, an estimated $232K.
Simplicity Wealth first reported a position in Masco in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Masco position peaked at $278K in Q1 2024.
841 funds tracked by Wall St. Rank held Masco as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.