D.E. Shaw & Co
SMOT icon

D.E. Shaw & Co’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

D.E. Shaw & Co’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,094
Closed -$323K – 4854
2024
Q2 		$323K Buy
+10,094
New +$326K ﹤0.01% 3851

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

D.E. Shaw & Co's SMOT Position: Q3 2024 in Review

D.E. Shaw & Co sold out of VanEck Morningstar SMID Moat ETF (SMOT) in Q3 2024, closing a stake of 10,094 shares — an estimated $323K sold.

D.E. Shaw & Co first reported a position in SMOT in Q2 2024 and held it in 1 quarter. The position peaked at $323K in Q2 2024. 93 funds tracked by Wall St. Rank hold SMOT as of Q3 2024.

  • D.E. Shaw & Co reported no remaining VanEck Morningstar SMID Moat ETF position as of Q3 2024 after selling out during the quarter.
  • D.E. Shaw & Co sold 10,094 VanEck Morningstar SMID Moat ETF shares in Q3 2024, an estimated $323K.
  • D.E. Shaw & Co first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2024 and held it in 1 quarter.
  • D.E. Shaw & Co's VanEck Morningstar SMID Moat ETF position peaked at $323K in Q2 2024.
  • 93 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q3 2024.

Based on D.E. Shaw & Co's 13F filing for Q3 2024, filed 14 Nov 2024.