Sutton Wealth Advisors’s Masco MAS Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$15.7K	Buy	294 +34	+13%	+$1.96K	0.01%	390
2023 Q2	$14.9K	Hold	260	–	–	0.01%	391
2023 Q1	$12.9K	Sell	260 -116	-31%	-$5.98K	0.01%	373
2022 Q4	$17.5K	Buy	376 +26	+7%	+$1.25K	0.01%	746
2022 Q3	$16.3K	Buy	350 +135	+63%	+$7.03K	0.01%	727
2022 Q2	$10.9K	Buy	215 +56	+35%	+$2.96K	﹤0.01%	875
2022 Q1	$8.11K	Buy	159 +2	+1%	+$119	﹤0.01%	997
2021 Q4	$11K	Hold	157	–	–	﹤0.01%	903
2021 Q3	$8.72K	Hold	157	–	–	﹤0.01%	955
2021 Q2	$9.25K	Hold	157	–	–	﹤0.01%	931
2021 Q1	$9.4K	Hold	157	–	–	﹤0.01%	900
2020 Q4	$8.62K	Hold	157	–	–	﹤0.01%	857
2020 Q3	$8.65K	Hold	157	–	–	﹤0.01%	785
2020 Q2	$7.88K	Buy	157 +4	+3%	+$173	﹤0.01%	761
2020 Q1	$5.29K	Buy	153 +6	+4%	+$262	﹤0.01%	802
2019 Q4	$7.05K	Hold	147	–	–	﹤0.01%	888
2019 Q3	$6.13K	Hold	147	–	–	﹤0.01%	905
2019 Q2	$5.77K	Hold	147	–	–	﹤0.01%	905
2019 Q1	$5.78K	Hold	147	–	–	﹤0.01%	905
2018 Q4	$4.3K	Buy	147 +31	+27%	+$963	﹤0.01%	911
2018 Q3	$4.25K	Sell	116 -279	-71%	-$10.7K	﹤0.01%	926
2018 Q2	$14.8K	Hold	395	–	–	0.01%	715
2018 Q1	$16K	Hold	395	–	–	0.01%	657
2017 Q4	$17.4K	Hold	395	–	–	0.01%	596
2017 Q3	$15.4K	Hold	395	–	–	0.01%	627
2017 Q2	$15.1K	Hold	395	–	–	0.01%	632
2017 Q1	$13.4K	Hold	395	–	–	0.01%	638
2016 Q4	$12.5K	Hold	395	–	–	0.01%	630
2016 Q3	$13.6K	Hold	395	–	–	0.01%	576
2016 Q2	$12.2K	Hold	395	–	–	0.01%	577
2016 Q1	$12.4K	Buy	+395	New	+$10.9K	0.01%	553

Other funds holding MAS

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Sutton Wealth Advisors's MAS Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Masco (MAS) stake by 13% in Q3 2023, buying an estimated $1.96K and bringing the position to 294 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #390.

Sutton Wealth Advisors first reported a position in MAS in Q1 2016 and has held it in 31 quarters since. The position peaked at $17.5K in Q4 2022. 727 funds tracked by Wall St. Rank hold MAS as of Q3 2023.

Sutton Wealth Advisors held 294 shares of Masco worth $15.7K as of Q3 2023.
Sutton Wealth Advisors bought 34 Masco shares in Q3 2023, an estimated $1.96K.
Masco made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #390 holding.
Sutton Wealth Advisors first reported a position in Masco in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Masco position peaked at $17.5K in Q4 2022.
727 funds tracked by Wall St. Rank held Masco as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.