Steward Financial Group’s MKS Inc MKSI Stock Holding History

Steward Financial Group’s Portfolio MKSI Stock Details MKSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5	Closed	–	–	837
2022 Q4	$0	Buy	+5	New	+$401	﹤0.01%	709
2022 Q3	–	Sell	-7	Closed	–	–	827
2022 Q2	$0	Buy	+7	New	+$815	﹤0.01%	1209

Other funds holding MKSI

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steward Financial Group's MKSI Position: Q1 2023 in Review

Steward Financial Group sold out of MKS Inc (MKSI) in Q1 2023, closing a stake of 5 shares.

Steward Financial Group first reported a position in MKSI in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q4 2022. 323 funds tracked by Wall St. Rank hold MKSI as of Q1 2023.

Steward Financial Group reported no remaining MKS Inc position as of Q1 2023 after selling out during the quarter.
Steward Financial Group sold 5 MKS Inc shares in Q1 2023.
Steward Financial Group first reported a position in MKS Inc in Q2 2022 and held it in 2 quarters.
Steward Financial Group's MKS Inc position peaked at $0 in Q4 2022.
323 funds tracked by Wall St. Rank held MKS Inc as of Q1 2023.

Based on Steward Financial Group's 13F filing for Q1 2023, filed 5 May 2023.