Sterling Investment Advisors, Ltd. Vaneck Morningstar Wide Moat E Transaction History

Sterling Investment Advisors, Ltd.

$370 Million
Q3 2024

A detailed history of Sterling Investment Advisors, Ltd. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 69,325 shares of MOAT stock, worth $5.95 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

69,325

Previous 71,925 3.61%

Holding current value

$5.95 Million

Previous $6.23 Million 4.48%

% of portfolio

1.61%

Previous 1.79%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$85.84 - $85.84 $223,184 - $223,184	-2,600 Reduced 3.61%	69,325 $5.95 Million
Q2 2024 Aug 05, 2024	BUY	$83.97 - $89.72 $271,223 - $289,795	3,230 Added 4.7%	71,925 $6.23 Million
Q1 2024 Apr 30, 2024	BUY	$82.58 - $89.9 $935,218 - $1.02 Million	11,325 Added 19.74%	68,695 $6.18 Million
Q4 2023 Feb 08, 2024	BUY	$70.71 - $85.3 $3.34 Million - $4.03 Million	47,232 Added 465.89%	57,370 $4.87 Million
Q3 2023 Nov 06, 2023	BUY	$74.88 - $83.28 $759,133 - $844,292	10,138 New	10,138 $768,000

Others Institutions Holding MOAT

# of Institutions

701

Shares Held

98.4M

Call Options Held

31.5K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Sterling Investment Advisors, Ltd. Vaneck Morningstar Wide Moat E Transaction History