Summit Asset Management, LLC Vaneck Morningstar Wide Moat E Transaction History

Summit Asset Management, LLC

  • $573 Million
  • Q1 2025

A detailed history of Summit Asset Management, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Summit Asset Management, LLC holds 372,994 shares of MOAT stock, worth $32 Million. This represents 5.59% of its overall portfolio holdings.

Number of Shares
372,994
Previous 367,160 1.59%
Holding current value
$32 Million
Previous $31.5 Million 1.59%
% of portfolio
5.59%
Previous 3.5%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
N/A
5,834 Added 1.59%
372,994 $32 Million
Q4 2024

Feb 04, 2025
BUY
N/A
15,140 Added 4.3%
367,160 $31.5 Million
Q3 2024

Nov 06, 2024
BUY
$85.84 - $85.84 $1.54 Million - $1.54 Million
17,935 Added 5.37%
352,020 $30.2 Million
Q2 2024

Aug 05, 2024
BUY
$83.97 - $89.72 $1.72 Million - $1.84 Million
20,480 Added 6.53%
334,085 $28.9 Million
Q1 2024

May 06, 2024
BUY
$82.58 - $89.9 $2.34 Million - $2.55 Million
28,376 Added 9.95%
313,605 $28.2 Million
Q4 2023

Feb 06, 2024
BUY
$70.71 - $85.3 $297,830 - $359,283
4,212 Added 1.5%
285,229 $24.2 Million
Q3 2023

Nov 06, 2023
BUY
$74.88 - $83.28 $444,787 - $494,683
5,940 Added 2.16%
281,017 $21.3 Million
Q2 2023

Aug 07, 2023
BUY
$72.17 - $80.16 $95,336 - $105,891
1,321 Added 0.48%
275,077 $21.9 Million
Q1 2023

May 11, 2023
BUY
$65.24 - $76.13 $1.16 Million - $1.35 Million
17,743 Added 6.93%
273,756 $20.2 Million
Q4 2022

Feb 13, 2023
BUY
$60.7 - $69.78 $1.8 Million - $2.07 Million
29,667 Added 13.11%
256,013 $16.6 Million
Q3 2022

Nov 07, 2022
BUY
N/A
36,530 Added 19.24%
226,346 $13.6 Million
Q2 2022

Aug 10, 2022
BUY
N/A
127,998 Added 207.06%
189,816 $12.1 Million
Q1 2022

May 09, 2022
BUY
N/A
18,883 Added 43.98%
61,818 $4.62 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-117 Reduced 0.27%
42,935 $3.27 Million
Q3 2021

Nov 08, 2021
BUY
N/A
3,897 Added 9.95%
43,052 $3.15 Million
Q2 2021

Aug 06, 2021
BUY
N/A
3,485 Added 9.77%
39,155 $2.9 Million
Q1 2021

May 07, 2021
BUY
N/A
7,405 Added 26.2%
35,670 $2.47 Million
Q4 2020

Feb 09, 2021
BUY
N/A
2,265 Added 8.71%
28,265 $1.75 Million
Q3 2020

Nov 06, 2020
BUY
N/A
1,020 Added 4.08%
26,000 $1.42 Million
Q2 2020

Aug 07, 2020
BUY
N/A
7,920 Added 46.42%
24,980 $1.31 Million
Q1 2020

May 08, 2020
BUY
N/A
10,840 Added 174.28%
17,060 $746,000
Q4 2019

Feb 07, 2020
BUY
N/A
1,875 Added 43.15%
6,220 $341,000
Q3 2019

Nov 06, 2019
BUY
N/A
4,345 New
4,345 $218,000

Others Institutions Holding MOAT

# of Institutions
760
Shares Held
94.4M
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
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