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YorkBridge Wealth Partners’s Masco MAS Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$248K Sell
5,304
-400
-7% -$19.3K 0.06% 221
2022
Q3 		$266K Sell
5,704
-242
-4% -$12.6K 0.07% 220
2022
Q2 		$301K Buy
5,946
+60
+1% +$3.17K 0.08% 194
2022
Q1 		$300K Sell
5,886
-140
-2% -$8.32K 0.07% 240
2021
Q4 		$423K Buy
6,026
+283
+5% +$18.3K 0.09% 177
2021
Q3 		$319K Buy
5,743
+588
+11% +$34.9K 0.08% 209
2021
Q2 		$304K Buy
5,155
+38
+0.7% +$2.34K 0.08% 205
2021
Q1 		$307K Buy
+5,117
New +$286K 0.09% 188
2019
Q2 		– Sell
-2,014
Closed -$79K – 761
2019
Q1 		$79K Buy
+2,014
New +$71.8K 0.04% 307
2018
Q2 		– Sell
-3,137
Closed -$128K – 860
2018
Q1 		$128K Buy
3,137
+184
+6% +$7.9K 0.06% 251
2017
Q4 		$122K Buy
2,953
+108
+4% +$4.39K 0.06% 250
2017
Q3 		$111K Sell
2,845
-50
-2% -$1.88K 0.06% 250
2017
Q2 		$110K Buy
2,895
+127
+5% +$4.64K 0.06% 253
2017
Q1 		$102K Buy
2,768
+559
+25% +$18.7K 0.05% 258
2016
Q4 		$72K Buy
+2,209
New +$70.9K 0.04% 299

Other funds holding MAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

YorkBridge Wealth Partners's MAS Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Masco (MAS) stake by 7% in Q4 2022, selling an estimated $19.3K and leaving 5,304 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #221.

YorkBridge Wealth Partners first reported a position in MAS in Q4 2016 and has held it in 15 quarters since. The position peaked at $423K in Q4 2021. 700 funds tracked by Wall St. Rank hold MAS as of Q4 2022.

  • YorkBridge Wealth Partners held 5,304 shares of Masco worth $248K as of Q4 2022.
  • YorkBridge Wealth Partners sold 400 Masco shares in Q4 2022, an estimated $19.3K.
  • Masco made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #221 holding.
  • YorkBridge Wealth Partners first reported a position in Masco in Q4 2016 and has held it in 15 quarters since.
  • YorkBridge Wealth Partners's Masco position peaked at $423K in Q4 2021.
  • 700 funds tracked by Wall St. Rank held Masco as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.