A detailed history of O'Shaughnessy Asset Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 1,082 shares of MOAT stock, worth $92,878. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,082
Previous 365 196.44%
Holding current value
$92,878
Previous $30,000 223.33%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$82.58 - $89.9 $59,209 - $64,458
717 Added 196.44%
1,082 $97,000
Q4 2023

Feb 09, 2024

SELL
$70.71 - $85.3 $24,112 - $29,087
-341 Reduced 48.3%
365 $30,000
Q3 2023

Nov 13, 2023

BUY
$74.88 - $83.28 $52,865 - $58,795
706 New
706 $53,000

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


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

Track O'Shaughnessy Asset Management, LLC Portfolio

Follow O'Shaughnessy Asset Management, 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 O'Shaughnessy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Shaughnessy Asset Management, LLC with notifications on news.