Yhb Investment Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 51,648 shares of MOAT stock, worth $4.43 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

51,648

Previous 57,924 10.83%

Holding current value

$4.43 Million

Previous $4.97 Million 10.84%

% of portfolio

0.37%

Previous 0.42%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	N/A	-6,276 Reduced 10.83%	51,648 $4.43 Million
Q3 2024 Oct 22, 2024	SELL	$85.84 - $85.84 $2.05 Million - $2.05 Million	-23,921 Reduced 29.23%	57,924 $4.97 Million
Q2 2024 Aug 01, 2024	SELL	$83.97 - $89.72 $1.5 Million - $1.6 Million	-17,847 Reduced 17.9%	81,845 $7.09 Million
Q1 2024 Aug 14, 2024	BUY	$82.58 - $89.9 $1.47 Million - $1.6 Million	17,847 Added 21.81%	99,692 $8.96 Million
Q1 2024 Apr 26, 2024	BUY	$82.58 - $89.9 $1.11 Million - $1.21 Million	13,449 Added 15.59%	99,692 $8.96 Million
Q4 2023 Jan 29, 2024	BUY	$70.71 - $85.3 $1.09 Million - $1.32 Million	15,424 Added 21.78%	86,243 $7.32 Million
Q3 2023 Oct 23, 2023	BUY	$74.88 - $83.28 $2.08 Million - $2.32 Million	27,818 Added 64.69%	70,819 $5.37 Million
Q2 2023 Aug 10, 2023	BUY	$72.17 - $80.16 $1.82 Million - $2.02 Million	25,188 Added 141.4%	43,001 $3.43 Million
Q1 2023 May 08, 2023	BUY	$65.24 - $76.13 $238,191 - $277,950	3,651 Added 25.78%	17,813 $1.32 Million
Q4 2022 Jan 12, 2023	BUY	$60.7 - $69.78 $119,396 - $137,257	1,967 Added 16.13%	14,162 $0
Q3 2022 Nov 03, 2022	BUY	N/A	4,594 Added 60.44%	12,195 $732,000
Q2 2022 Jul 14, 2022	BUY	N/A	7,601 New	7,601 $484,000

Others Institutions Holding MOAT

# of Institutions

715

Shares Held

98.6M

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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Yhb Investment Advisors, Inc. Vaneck Morningstar Wide Moat E Transaction History