Valeo Financial Advisors’s Mattel MAT Stock Holding History

Valeo Financial Advisors’s Portfolio MAT Stock Details MAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-100	Closed	-$2K	–	1265
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	1806
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	1526
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	1493
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	1912
2020 Q1	$1K	Sell	100 -1,248	-93%	-$15.3K	﹤0.01%	1679
2019 Q4	$18K	Hold	1,348	–	–	﹤0.01%	945
2019 Q3	$15K	Hold	1,348	–	–	﹤0.01%	923
2019 Q2	$15K	Hold	1,348	–	–	﹤0.01%	922
2019 Q1	$18K	Hold	1,348	–	–	﹤0.01%	821
2018 Q4	$13K	Hold	1,348	–	–	﹤0.01%	819
2018 Q3	$18K	Hold	1,348	–	–	﹤0.01%	802
2018 Q2	$21K	Sell	1,348 -3,527	-72%	-$53.5K	﹤0.01%	746
2018 Q1	$64K	Hold	4,875	–	–	0.01%	448
2017 Q4	$75K	Buy	4,875 +348	+8%	+$5.51K	0.01%	396
2017 Q3	$70K	Buy	+4,527	New	+$80.9K	0.02%	350

Other funds holding MAT

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valeo Financial Advisors's MAT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Mattel (MAT) in Q2 2021, closing a stake of 100 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in MAT in Q3 2017 and held it in 15 quarters. The position peaked at $75K in Q4 2017. 327 funds tracked by Wall St. Rank hold MAT as of Q2 2021.

Valeo Financial Advisors reported no remaining Mattel position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 100 Mattel shares in Q2 2021, an estimated $2K.
Valeo Financial Advisors first reported a position in Mattel in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Mattel position peaked at $75K in Q4 2017.
327 funds tracked by Wall St. Rank held Mattel as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.