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David Shaw’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

David Shaw’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 $445B AUM 25.58% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 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 $6.37B AUM 23.22% 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 $1.83B AUM 25.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

David Shaw's SMOT Position: Q3 2024 in Review

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

David Shaw 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.

  • David Shaw reported no remaining VanEck Morningstar SMID Moat ETF position as of Q3 2024 after selling out during the quarter.
  • David Shaw sold 10,094 VanEck Morningstar SMID Moat ETF shares in Q3 2024, an estimated $323K.
  • David Shaw first reported a position in VanEck Morningstar SMID Moat ETF in Q2 2024 and held it in 1 quarter.
  • David Shaw'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.