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Wintrust Investments’s MKS Inc MKSI Stock Holding History

Wintrust Investments’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6,568
Closed -$543K – 399
2022
Q3 		$543K Hold
6,568
– – 0.07% 214
2022
Q2 		$674K Hold
6,568
– – 0.08% 191
2022
Q1 		$985K Hold
6,568
– – 0.09% 166
2021
Q4 		$1.14M Hold
6,568
– – 0.11% 152
2021
Q3 		$991K Hold
6,568
– – 0.13% 121
2021
Q2 		$1.17M Hold
6,568
– – 0.12% 145
2021
Q1 		$1.22M Buy
+6,568
New +$1.1M 0.13% 149
2020
Q4 		– Sell
-6,598
Closed -$721K – 294
2020
Q3 		$721K Hold
6,598
– – 0.1% 151
2020
Q2 		$747K Sell
6,598
-430
-6% -$42.8K 0.1% 148
2020
Q1 		$572K Sell
7,028
-152
-2% -$15.6K 0.09% 149
2019
Q4 		$790K Sell
7,180
-103
-1% -$10.8K 0.11% 145
2019
Q3 		$672K Sell
7,283
-130
-2% -$10.7K 0.1% 162
2019
Q2 		$577K Sell
7,413
-68
-0.9% -$5.75K 0.09% 182
2019
Q1 		$696K Sell
7,481
-300
-4% -$24.2K 0.11% 156
2018
Q4 		$503K Buy
7,781
+18
+0.2% +$1.3K 0.09% 182
2018
Q3 		$622K Sell
7,763
-234
-3% -$21.4K 0.1% 185
2018
Q2 		$765K Buy
+7,997
New +$872K 0.13% 157

Other funds holding MKSI

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Wintrust Investments's MKSI Position: Q4 2022 in Review

Wintrust Investments sold out of MKS Inc (MKSI) in Q4 2022, closing a stake of 6,568 shares — an estimated $543K sold.

Wintrust Investments first reported a position in MKSI in Q2 2018 and held it in 17 quarters. The position peaked at $1.22M in Q1 2021. 315 funds tracked by Wall St. Rank hold MKSI as of Q4 2022.

  • Wintrust Investments reported no remaining MKS Inc position as of Q4 2022 after selling out during the quarter.
  • Wintrust Investments sold 6,568 MKS Inc shares in Q4 2022, an estimated $543K.
  • Wintrust Investments first reported a position in MKS Inc in Q2 2018 and held it in 17 quarters.
  • Wintrust Investments's MKS Inc position peaked at $1.22M in Q1 2021.
  • 315 funds tracked by Wall St. Rank held MKS Inc as of Q4 2022.

Based on Wintrust Investments's 13F filing for Q4 2022, filed 13 Feb 2023.