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Stephens Inc’s Manitowoc MTW Stock Holding History

Stephens Inc’s Portfolio MTW Stock Details MTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-503,455
Closed -$7.58M – 1277
2023
Q3 		$7.58M Buy
503,455
+34,640
+7% +$580K 0.15% 167
2023
Q2 		$8.83M Sell
468,815
-19,857
-4% -$320K 0.16% 155
2023
Q1 		$8.35M Buy
+488,672
New +$7.32M 0.16% 157
2014
Q1 		– Sell
-41,343
Closed -$873K – 869
2013
Q4 		$873K Buy
+41,343
New +$758K 0.04% 365

Other funds holding MTW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Stephens Inc's MTW Position: Q4 2023 in Review

Stephens Inc sold out of Manitowoc (MTW) in Q4 2023, closing a stake of 503,455 shares — an estimated $7.58M sold.

Stephens Inc first reported a position in MTW in Q4 2013 and held it in 4 quarters. The position peaked at $8.83M in Q2 2023. 168 funds tracked by Wall St. Rank hold MTW as of Q4 2023.

  • Stephens Inc reported no remaining Manitowoc position as of Q4 2023 after selling out during the quarter.
  • Stephens Inc sold 503,455 Manitowoc shares in Q4 2023, an estimated $7.58M.
  • Stephens Inc first reported a position in Manitowoc in Q4 2013 and held it in 4 quarters.
  • Stephens Inc's Manitowoc position peaked at $8.83M in Q2 2023.
  • 168 funds tracked by Wall St. Rank held Manitowoc as of Q4 2023.

Based on Stephens Inc's 13F filing for Q4 2023, filed 13 Feb 2024.