Blue Trust Inc’s Movado Group MOV Stock Holding History

Blue Trust Inc’s Portfolio MOV Stock Details MOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-90	Closed	-$2K	–	2620
2023 Q3	$2K	Hold	90	–	–	﹤0.01%	1823
2023 Q2	$3K	Hold	90	–	–	﹤0.01%	1667
2023 Q1	$3K	Hold	90	–	–	﹤0.01%	1933
2022 Q4	$3K	Buy	+90	New	+$2.87K	﹤0.01%	1857

Other funds holding MOV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Trust Inc's MOV Position: Q4 2023 in Review

Blue Trust Inc sold out of Movado Group (MOV) in Q4 2023, closing a stake of 90 shares — an estimated $2K sold.

Blue Trust Inc first reported a position in MOV in Q4 2022 and held it in 4 quarters. The position peaked at $3K in Q2 2023. 148 funds tracked by Wall St. Rank hold MOV as of Q4 2023.

Blue Trust Inc reported no remaining Movado Group position as of Q4 2023 after selling out during the quarter.
Blue Trust Inc sold 90 Movado Group shares in Q4 2023, an estimated $2K.
Blue Trust Inc first reported a position in Movado Group in Q4 2022 and held it in 4 quarters.
Blue Trust Inc's Movado Group position peaked at $3K in Q2 2023.
148 funds tracked by Wall St. Rank held Movado Group as of Q4 2023.

Based on Blue Trust Inc's 13F filing for Q4 2023, filed 18 Jan 2024.