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Swisher Financial Concepts’s Matsons MATX Stock Holding History

Swisher Financial Concepts’s Portfolio MATX Stock Details MATX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,753
Closed -$243K – 77
2024
Q3 		$243K Buy
1,753
+1
+0.1% +$132 0.15% 78
2024
Q2 		$226K Buy
+1,752
New +$204K 0.23% 68

Other funds holding MATX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Swisher Financial Concepts's MATX Position: Q4 2024 in Review

Swisher Financial Concepts sold out of Matsons (MATX) in Q4 2024, closing a stake of 1,753 shares — an estimated $243K sold.

Swisher Financial Concepts first reported a position in MATX in Q2 2024 and held it in 2 quarters. The position peaked at $243K in Q3 2024. 395 funds tracked by Wall St. Rank hold MATX as of Q4 2024.

  • Swisher Financial Concepts reported no remaining Matsons position as of Q4 2024 after selling out during the quarter.
  • Swisher Financial Concepts sold 1,753 Matsons shares in Q4 2024, an estimated $243K.
  • Swisher Financial Concepts first reported a position in Matsons in Q2 2024 and held it in 2 quarters.
  • Swisher Financial Concepts's Matsons position peaked at $243K in Q3 2024.
  • 395 funds tracked by Wall St. Rank held Matsons as of Q4 2024.

Based on Swisher Financial Concepts's 13F filing for Q4 2024, filed 13 Feb 2025.