USA Financial Formulas’s MERITOR, Inc. MTOR Stock Holding History

USA Financial Formulas’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	-2,572	Closed	-$93K	–	449
2022 Q2	$93K	Buy	+2,572	New	+$92.5K	0.12%	99
2017 Q4	–	Sell	-16,948	Closed	-$441K	–	357
2017 Q3	$441K	Buy	+16,948	New	+$336K	0.11%	185
2017 Q2	–	Sell	-16,564	Closed	-$284K	–	335
2017 Q1	$284K	Buy	+16,564	New	+$256K	0.07%	207
2015 Q1	–	Sell	-34,316	Closed	-$520K	–	248
2014 Q4	$520K	Buy	+34,316	New	+$436K	0.18%	97

Other funds holding MTOR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

USA Financial Formulas's MTOR Position: Q3 2022 in Review

USA Financial Formulas sold out of MERITOR, Inc. (MTOR) in Q3 2022, closing a stake of 2,572 shares — an estimated $93K sold.

USA Financial Formulas first reported a position in MTOR in Q4 2014 and held it in 4 quarters. The position peaked at $520K in Q4 2014. 5 funds tracked by Wall St. Rank hold MTOR as of Q3 2022.

USA Financial Formulas reported no remaining MERITOR, Inc. position as of Q3 2022 after selling out during the quarter.
USA Financial Formulas sold 2,572 MERITOR, Inc. shares in Q3 2022, an estimated $93K.
USA Financial Formulas first reported a position in MERITOR, Inc. in Q4 2014 and held it in 4 quarters.
USA Financial Formulas's MERITOR, Inc. position peaked at $520K in Q4 2014.
5 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q3 2022.

Based on USA Financial Formulas's 13F filing for Q3 2022, filed 24 Oct 2022.