YorkBridge Wealth Partners’s Mattel MAT Stock Holding History

YorkBridge Wealth Partners’s Portfolio MAT Stock Details MAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-942	Closed	-$11K	–	461
2019 Q2	$11K	Buy	942 +78	+9%	+$916	﹤0.01%	536
2019 Q1	$11K	Buy	864 +326	+61%	+$4.36K	0.01%	573
2018 Q4	$5K	Sell	538 -554	-51%	-$7.34K	﹤0.01%	639
2018 Q3	$17K	Sell	1,092 -128	-10%	-$2.05K	0.01%	553
2018 Q2	$20K	Hold	1,220	–	–	0.01%	536
2018 Q1	$18K	Hold	1,220	–	–	0.01%	556
2017 Q4	$20K	Sell	1,220 -2,633	-68%	-$41.7K	0.01%	518
2017 Q3	$60K	Buy	3,853 +3,628	+1,612%	+$64.9K	0.03%	353
2017 Q2	$5K	Hold	225	–	–	﹤0.01%	706
2017 Q1	$5K	Hold	225	–	–	﹤0.01%	693
2016 Q4	$7K	Buy	+225	New	+$6.84K	﹤0.01%	649

Other funds holding MAT

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

YorkBridge Wealth Partners's MAT Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Mattel (MAT) in Q3 2019, closing a stake of 942 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in MAT in Q4 2016 and held it in 11 quarters. The position peaked at $60K in Q3 2017. 302 funds tracked by Wall St. Rank hold MAT as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Mattel position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 942 Mattel shares in Q3 2019, an estimated $11K.
YorkBridge Wealth Partners first reported a position in Mattel in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Mattel position peaked at $60K in Q3 2017.
302 funds tracked by Wall St. Rank held Mattel as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.