Vanguard Personalized Indexing Management’s Markforged Holding Corporation MKFG Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio MKFG Stock Details MKFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,867	Closed	-$27.1K	–	1642
2023 Q3	$27.1K	Buy	+1,867	New	+$26.3K	﹤0.01%	1440
2023 Q2	–	Sell	-1,066	Closed	-$10.2K	–	1541
2023 Q1	$10.2K	Sell	1,066 -120	-10%	-$1.49K	﹤0.01%	1452
2022 Q4	$13.8K	Buy	+1,186	New	+$18.1K	﹤0.01%	1261

Other funds holding MKFG

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Personalized Indexing Management's MKFG Position: Q4 2023 in Review

Vanguard Personalized Indexing Management sold out of Markforged Holding Corporation (MKFG) in Q4 2023, closing a stake of 1,867 shares — an estimated $27.1K sold.

Vanguard Personalized Indexing Management first reported a position in MKFG in Q4 2022 and held it in 3 quarters. The position peaked at $27.1K in Q3 2023. 68 funds tracked by Wall St. Rank hold MKFG as of Q4 2023.

Vanguard Personalized Indexing Management reported no remaining Markforged Holding Corporation position as of Q4 2023 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 1,867 Markforged Holding Corporation shares in Q4 2023, an estimated $27.1K.
Vanguard Personalized Indexing Management first reported a position in Markforged Holding Corporation in Q4 2022 and held it in 3 quarters.
Vanguard Personalized Indexing Management's Markforged Holding Corporation position peaked at $27.1K in Q3 2023.
68 funds tracked by Wall St. Rank held Markforged Holding Corporation as of Q4 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2023, filed 8 Feb 2024.