UBS O'Connor’s MERITOR, Inc. MTOR Stock Holding History

UBS O'Connor’s Portfolio MTOR Stock Details MTOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,857,505	Closed	-$67.5M	–	1072
2022 Q2	$67.5M	Buy	1,857,505 +648,707	+54%	+$23.3M	0.7%	26
2022 Q1	$43M	Buy	+1,208,798	New	+$35.7M	0.47%	31
2018 Q1	–	Sell	-87,000	Closed	-$2.04M	–	408
2017 Q4	$2.04M	Buy	+87,000	New	+$2.18M	0.04%	207
2013 Q3	–	Sell	-39,600	Closed	-$279K	–	592
2013 Q2	$279K	Buy	+39,600	New	+$237K	0.01%	444

Other funds holding MTOR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

UBS O'Connor's MTOR Position: Q3 2022 in Review

UBS O'Connor sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 1,857,505 shares — an estimated $67.5M sold.

UBS O'Connor first reported a position in MTOR in Q2 2013 and held it in 4 quarters. The position peaked at $67.5M in Q2 2022. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

UBS O'Connor reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
UBS O'Connor sold 1,857,505 MERITOR, Inc. shares in Q3 2022, an estimated $67.5M.
UBS O'Connor first reported a position in MERITOR, Inc. in Q2 2013 and held it in 4 quarters.
UBS O'Connor's MERITOR, Inc. position peaked at $67.5M in Q2 2022.
5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on UBS O'Connor's 13F filing for Q3 2022, filed 14 Nov 2022.