A detailed history of Kelman Lazarov, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 547,993 shares of MOAT stock, worth $47 Million. This represents 8.96% of its overall portfolio holdings.

Number of Shares
547,993
Previous 541,411 1.22%
Holding current value
$47 Million
Previous $46.9 Million 0.32%
% of portfolio
8.96%
Previous 9.49%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$85.84 - $85.84 $564,998 - $564,998
6,582 Added 1.22%
547,993 $47 Million
Q2 2024

Aug 12, 2024

SELL
$83.97 - $89.72 $302,208 - $322,902
-3,599 Reduced 0.66%
541,411 $46.9 Million
Q1 2024

May 09, 2024

BUY
$82.58 - $89.9 $291,755 - $317,616
3,533 Added 0.65%
545,010 $49 Million
Q4 2023

Feb 01, 2024

SELL
$70.71 - $85.3 $308,578 - $372,249
-4,364 Reduced 0.8%
541,477 $46 Million
Q3 2023

Oct 30, 2023

BUY
$74.88 - $83.28 $411,840 - $458,040
5,500 Added 1.02%
545,841 $41.4 Million
Q2 2023

Aug 04, 2023

BUY
$72.17 - $80.16 $952,571 - $1.06 Million
13,199 Added 2.5%
540,341 $43.1 Million
Q1 2023

May 04, 2023

SELL
$65.24 - $76.13 $115,735 - $135,054
-1,774 Reduced 0.34%
527,142 $38.9 Million
Q4 2022

Feb 06, 2023

BUY
$60.7 - $69.78 $756,929 - $870,156
12,470 Added 2.41%
528,916 $34.3 Million
Q3 2022

Oct 24, 2022

BUY
N/A
3,735 Added 0.73%
516,446 $31 Million
Q2 2022

Aug 08, 2022

SELL
N/A
-3,374 Reduced 0.65%
512,711 $32.7 Million
Q1 2022

May 10, 2022

BUY
N/A
8,067 Added 1.59%
516,085 $38.6 Million
Q4 2021

Feb 09, 2022

BUY
N/A
10,516 Added 2.11%
508,018 $38.7 Million
Q3 2021

Nov 04, 2021

BUY
N/A
27,889 Added 5.94%
497,502 $36.4 Million
Q2 2021

Aug 10, 2021

BUY
N/A
102,737 Added 28.0%
469,613 $34.8 Million
Q1 2021

May 07, 2021

SELL
N/A
-722 Reduced 0.2%
366,876 $25.4 Million
Q4 2020

Feb 08, 2021

SELL
N/A
-5,302 Reduced 1.42%
367,598 $22.8 Million
Q3 2020

Nov 12, 2020

SELL
N/A
-9,372 Reduced 2.45%
372,900 $20.4 Million
Q2 2020

Jul 29, 2020

SELL
N/A
-38,786 Reduced 9.21%
382,272 $20 Million
Q1 2020

Apr 27, 2020

BUY
N/A
85,897 Added 25.63%
421,058 $18.4 Million
Q4 2019

Jan 29, 2020

BUY
N/A
36,049 Added 12.05%
335,161 $18.4 Million
Q3 2019

Oct 15, 2019

BUY
N/A
3,672 Added 1.24%
299,112 $15 Million
Q2 2019

Jul 22, 2019

BUY
N/A
8,878 Added 3.1%
295,440 $14.2 Million
Q1 2019

May 08, 2019

BUY
N/A
17,227 Added 6.4%
286,562 $13.4 Million
Q4 2018

Feb 11, 2019

BUY
N/A
9,500 Added 3.66%
269,335 $11.1 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-1,566 Reduced 0.6%
259,835 $12.1 Million
Q2 2018

Aug 03, 2018

BUY
N/A
8,240 Added 3.25%
261,401 $11.4 Million
Q1 2018

May 08, 2018

BUY
N/A
548 Added 0.22%
253,161 $10.5 Million
Q4 2017

Jan 23, 2018

BUY
N/A
7,978 Added 3.26%
252,613 $10.7 Million
Q3 2017

Oct 05, 2017

BUY
N/A
244,635
244,635 $9.87 Million

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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