Congress Wealth Management’s MGP Ingredients MGPI Stock Holding History

Congress Wealth Management’s Portfolio MGPI Stock Details MGPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-55,141	Closed	-$4.59M	–	903
2024 Q3	$4.59M	Buy	55,141 +1,689	+3%	+$140K	0.06%	305
2024 Q2	$3.98M	Buy	53,452 +3,189	+6%	+$249K	0.06%	275
2024 Q1	$4.33M	Buy	50,263 +14,843	+42%	+$1.29M	0.07%	242
2023 Q4	$3.49M	Sell	35,420 -3,986	-10%	-$383K	0.06%	255
2023 Q3	$4.16M	Buy	39,406 +2,314	+6%	+$262K	0.09%	233
2023 Q2	$3.94M	Buy	37,092 +739	+2%	+$73.9K	0.09%	217
2023 Q1	$3.52M	Buy	36,353 +3,497	+11%	+$342K	0.08%	219
2022 Q4	$3.5M	Buy	+32,856	New	+$3.67M	0.09%	213

Other funds holding MGPI

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Congress Wealth Management's MGPI Position: Q4 2024 in Review

Congress Wealth Management sold out of MGP Ingredients (MGPI) in Q4 2024, closing a stake of 55,141 shares — an estimated $4.59M sold.

Congress Wealth Management first reported a position in MGPI in Q4 2022 and held it in 8 quarters. The position peaked at $4.59M in Q3 2024. 206 funds tracked by Wall St. Rank hold MGPI as of Q4 2024.

Congress Wealth Management reported no remaining MGP Ingredients position as of Q4 2024 after selling out during the quarter.
Congress Wealth Management sold 55,141 MGP Ingredients shares in Q4 2024, an estimated $4.59M.
Congress Wealth Management first reported a position in MGP Ingredients in Q4 2022 and held it in 8 quarters.
Congress Wealth Management's MGP Ingredients position peaked at $4.59M in Q3 2024.
206 funds tracked by Wall St. Rank held MGP Ingredients as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.