A detailed history of Kovitz Investment Group Partners, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 46,855 shares of MOAT stock, worth $4.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
46,855
Previous 44,234 5.93%
Holding current value
$4.02 Million
Previous $3.83 Million 4.99%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 14, 2024

BUY
$85.84 - $85.84 $224,986 - $224,986
2,621 Added 5.93%
46,855 $4.02 Million
Q1 2024

May 14, 2024

SELL
$82.58 - $89.9 $290,433 - $316,178
-3,517 Reduced 7.37%
44,234 $3.98 Million
Q4 2023

Feb 07, 2024

SELL
$70.71 - $85.3 $1.94 Million - $2.34 Million
-27,448 Reduced 36.5%
47,751 $4.05 Million
Q3 2023

Nov 09, 2023

SELL
$74.88 - $83.28 $161,066 - $179,135
-2,151 Reduced 2.78%
75,199 $5.7 Million
Q2 2023

Aug 08, 2023

BUY
$72.17 - $80.16 $5.58 Million - $6.2 Million
77,350 New
77,350 $6.17 Million

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC 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 Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.