Beaumont Asset Management, L.L.C. Vaneck Morningstar Wide Moat E Transaction History

Beaumont Asset Management, L.L.C.

  • $181 Million
  • Q2 2025

A detailed history of Beaumont Asset Management, L.L.C. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Beaumont Asset Management, L.L.C. holds 232,928 shares of MOAT stock, worth $20 Million. This represents 11.06% of its overall portfolio holdings.

Number of Shares
232,928
Previous 249,495 6.64%
Holding current value
$20 Million
Previous $21.4 Million 6.64%
% of portfolio
11.06%
Previous 13.18%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
N/A
-16,567 Reduced 6.64%
232,928 $20 Million
Q1 2025

May 08, 2025
SELL
N/A
-20,103 Reduced 7.46%
249,495 $21.4 Million
Q4 2024

Jan 28, 2025
SELL
N/A
-3,382 Reduced 1.24%
269,598 $23.1 Million
Q3 2024

Oct 24, 2024
SELL
$85.84 - $85.84 $498,129 - $498,129
-5,803 Reduced 2.08%
272,980 $23.4 Million
Q2 2024

Aug 02, 2024
BUY
$83.97 - $89.72 $368,208 - $393,422
4,385 Added 1.6%
278,783 $24.1 Million
Q1 2024

May 13, 2024
BUY
$82.58 - $89.9 $78,698 - $85,674
953 Added 0.35%
274,398 $24.7 Million
Q4 2023

Feb 01, 2024
SELL
$70.71 - $85.3 $360,338 - $434,688
-5,096 Reduced 1.83%
273,445 $23.2 Million
Q3 2023

Oct 30, 2023
BUY
$74.88 - $83.28 $1.42 Million - $1.58 Million
18,925 Added 7.29%
278,541 $21.1 Million
Q2 2023

Aug 02, 2023
SELL
$72.17 - $80.16 $893,248 - $992,140
-12,377 Reduced 4.55%
259,616 $20.7 Million
Q1 2023

Apr 24, 2023
SELL
$65.24 - $76.13 $1.17 Million - $1.36 Million
-17,902 Reduced 6.18%
271,993 $20.1 Million
Q4 2022

Jan 18, 2023
SELL
$60.7 - $69.78 $999,546 - $1.15 Million
-16,467 Reduced 5.38%
289,895 $0
Q3 2022

Nov 01, 2022
BUY
N/A
13,390 Added 4.57%
306,362 $18.4 Million
Q2 2022

Jul 19, 2022
BUY
N/A
14,870 Added 5.35%
292,972 $18.7 Million
Q1 2022

May 02, 2022
BUY
N/A
24,429 Added 9.63%
278,102 $20.8 Million
Q4 2021

Jan 25, 2022
BUY
N/A
3,443 Added 1.38%
253,673 $19.3 Million
Q3 2021

Oct 20, 2021
BUY
N/A
8,522 Added 3.53%
250,230 $18.3 Million
Q2 2021

Aug 12, 2021
BUY
N/A
5,196 Added 2.2%
241,708 $17.9 Million
Q1 2021

Apr 29, 2021
SELL
N/A
-4,364 Reduced 1.81%
236,512 $16.4 Million
Q4 2020

Feb 04, 2021
BUY
N/A
13,660 Added 6.01%
240,876 $14.9 Million
Q3 2020

Oct 14, 2020
SELL
N/A
-1,862 Reduced 0.81%
227,216 $12.4 Million
Q2 2020

Aug 06, 2020
SELL
N/A
-35,081 Reduced 13.28%
229,078 $12 Million
Q1 2020

Apr 21, 2020
BUY
N/A
47,121 Added 21.71%
264,159 $11.6 Million
Q4 2019

Jan 29, 2020
BUY
N/A
217,038 New
217,038 $11.9 Million

Others Institutions Holding MOAT

# of Institutions
759
Shares Held
95.3M
Call Options Held
37K
Put Options Held
9.4K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Beaumont Asset Management, L.L.C. Portfolio

Follow Beaumont Asset Management, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Asset Management, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Asset Management, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email