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Chilton Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Chilton Capital Management’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-22
Closed -$2.13K – 634
2024
Q3 		$2.13K Hold
22
– – ﹤0.01% 600
2024
Q2 		$1.91K Hold
22
– – ﹤0.01% 569
2024
Q1 		$1.98K Buy
+22
New +$1.89K ﹤0.01% 542

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Chilton Capital Management's MOAT Position: Q4 2024 in Review

Chilton Capital Management sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 22 shares — an estimated $2.13K sold.

Chilton Capital Management first reported a position in MOAT in Q1 2024 and held it in 3 quarters. The position peaked at $2.13K in Q3 2024. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

  • Chilton Capital Management reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
  • Chilton Capital Management sold 22 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $2.13K.
  • Chilton Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and held it in 3 quarters.
  • Chilton Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $2.13K in Q3 2024.
  • 713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Chilton Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.