WG
MTRX icon

Winton Group’s Matrix Service MTRX Stock Holding History

Winton Group’s Portfolio MTRX Stock Details MTRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$494K Sell
43,029
-42,882
-50% -$511K 0.02% 717
2025
Q4 		$1.01M Buy
85,911
+4,125
+5% +$51.8K 0.03% 481
2025
Q3 		$1.07M Buy
81,786
+20,093
+33% +$286K 0.04% 431
2025
Q2 		$833K Buy
61,693
+44,376
+256% +$535K 0.04% 478
2025
Q1 		$215K Sell
17,317
-62,882
-78% -$842K 0.01% 614
2024
Q4 		$960K Buy
80,199
+62,578
+355% +$767K 0.06% 362
2024
Q3 		$203K Buy
+17,621
New +$175K 0.01% 574
2020
Q4 		– Sell
-20,603
Closed -$172K – 1445
2020
Q3 		$172K Sell
20,603
-13,859
-40% -$125K 0.01% 1364
2020
Q2 		$335K Buy
34,462
+718
+2% +$6.98K 0.01% 1260
2020
Q1 		$320K Buy
33,744
+9,620
+40% +$148K 0.01% 1153
2019
Q4 		$552K Sell
24,124
-20,339
-46% -$402K 0.01% 1214
2019
Q3 		$762K Buy
+44,463
New +$837K 0.01% 949
2019
Q2 		– Sell
-18,288
Closed -$358K – 1236
2019
Q1 		$358K Buy
18,288
+5,734
+46% +$117K 0.01% 721
2018
Q4 		$225K Buy
+12,554
New +$257K ﹤0.01% 762

Other funds holding MTRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return