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Crewe Advisors’s MGP Ingredients MGPI Stock Holding History

Crewe Advisors’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
Q3 		– Sell
-98
Closed -$7.29K – 884
2024
Q2 		$7.29K Buy
98
+68
+227% +$5.31K ﹤0.01% 737
2024
Q1 		$2.58K Buy
+30
New +$2.6K ﹤0.01% 834

Other funds holding MGPI

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Crewe Advisors's MGPI Position: Q3 2024 in Review

Crewe Advisors sold out of MGP Ingredients (MGPI) in Q3 2024, closing a stake of 98 shares — an estimated $7.29K sold.

Crewe Advisors first reported a position in MGPI in Q1 2024 and held it in 2 quarters. The position peaked at $7.29K in Q2 2024. 260 funds tracked by Wall St. Rank hold MGPI as of Q3 2024.

  • Crewe Advisors reported no remaining MGP Ingredients position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 98 MGP Ingredients shares in Q3 2024, an estimated $7.29K.
  • Crewe Advisors first reported a position in MGP Ingredients in Q1 2024 and held it in 2 quarters.
  • Crewe Advisors's MGP Ingredients position peaked at $7.29K in Q2 2024.
  • 260 funds tracked by Wall St. Rank held MGP Ingredients as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.