YHB Investment Advisors’s Masco MAS Stock Holding History

YHB Investment Advisors’s Portfolio MAS Stock Details MAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,900	Closed	-$235K	–	175
2019 Q4	$235K	Sell	4,900 -720	-13%	-$32.7K	0.03%	174
2019 Q3	$234K	Sell	5,620 -50	-0.9%	-$2K	0.04%	177
2019 Q2	$222K	Sell	5,670 -2,750	-33%	-$106K	0.04%	179
2019 Q1	$331K	Buy	8,420 +670	+9%	+$23.9K	0.05%	156
2018 Q4	$227K	Sell	7,750 -700	-8%	-$21.7K	0.04%	165
2018 Q3	$309K	Sell	8,450 -50	-0.6%	-$1.92K	0.05%	159
2018 Q2	$318K	Sell	8,500 -2,205	-21%	-$84.9K	0.05%	154
2018 Q1	$433K	Buy	10,705 +2,055	+24%	+$88.3K	0.07%	136
2017 Q4	$380K	Hold	8,650	–	–	0.06%	146
2017 Q3	$337K	Buy	8,650 +600	+7%	+$22.6K	0.06%	145
2017 Q2	$308K	Sell	8,050 -700	-8%	-$25.6K	0.05%	149
2017 Q1	$324K	Sell	8,750 -50	-0.6%	-$1.67K	0.06%	145
2016 Q4	$278K	Buy	8,800 +650	+8%	+$20.9K	0.06%	146
2016 Q3	$280K	Buy	8,150 +1,250	+18%	+$43.2K	0.07%	146
2016 Q2	$213K	Buy	+6,900	New	+$218K	0.05%	160

Other funds holding MAS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Capital Research Global Investors

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return