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Steward Financial Group’s Mattel MAT Stock Holding History

Steward Financial Group’s Portfolio MAT Stock Details MAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$5K Buy
+239
New +$5.11K ﹤0.01% 624
2022
Q3 		– Sell
-94
Closed -$2K – 800
2022
Q2 		$2K Buy
+94
New +$2.22K ﹤0.01% 580

Other funds holding MAT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Steward Financial Group's MAT Position: Q3 2023 in Review

Steward Financial Group opened a new position in Mattel (MAT) in Q3 2023: 239 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #624 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MAT as recently as Q2 2022.

Steward Financial Group first reported a position in MAT in Q2 2022 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold MAT as of Q3 2023.

  • Steward Financial Group held 239 shares of Mattel worth $5K as of Q3 2023.
  • Mattel was a new Steward Financial Group position in Q3 2023.
  • Mattel made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #624 holding.
  • Steward Financial Group first reported a position in Mattel in Q2 2022 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held Mattel as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.