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Toth Financial Advisory’s Matthews International MATW Stock Holding History

Toth Financial Advisory’s Portfolio MATW Stock Details MATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-665
Closed -$25K – 490
2019
Q4 		$25K Buy
+665
New +$24.4K 0.01% 245
2019
Q1 		– Sell
-2,210
Closed -$90K – 442
2018
Q4 		$90K Sell
2,210
-2,007
-48% -$85.5K 0.02% 148
2018
Q3 		$212K Buy
4,217
+1,255
+42% +$67.6K 0.05% 152
2018
Q2 		$174K Buy
2,962
+2,632
+798% +$140K 0.04% 154
2018
Q1 		$17K Buy
330
+300
+1,000% +$15.9K ﹤0.01% 280
2017
Q4 		$2K Buy
+30
New +$1.75K ﹤0.01% 394

Other funds holding MATW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Toth Financial Advisory's MATW Position: Q1 2020 in Review

Toth Financial Advisory sold out of Matthews International (MATW) in Q1 2020, closing a stake of 665 shares — an estimated $25K sold.

Toth Financial Advisory first reported a position in MATW in Q4 2017 and held it in 6 quarters. The position peaked at $212K in Q3 2018. 135 funds tracked by Wall St. Rank hold MATW as of Q1 2020.

  • Toth Financial Advisory reported no remaining Matthews International position as of Q1 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 665 Matthews International shares in Q1 2020, an estimated $25K.
  • Toth Financial Advisory first reported a position in Matthews International in Q4 2017 and held it in 6 quarters.
  • Toth Financial Advisory's Matthews International position peaked at $212K in Q3 2018.
  • 135 funds tracked by Wall St. Rank held Matthews International as of Q1 2020.

Based on Toth Financial Advisory's 13F filing for Q1 2020, filed 20 Apr 2020.