Eudaimonia Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Eudaimonia Partners’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 Q1	$3.29M	Buy	36,578 +3,246	+10%	+$279K	0.78%	26
2023 Q4	$2.83M	Buy	33,332 +4,933	+17%	+$383K	0.74%	29
2023 Q3	$2.15M	Buy	28,399 +822	+3%	+$65.5K	0.52%	38
2023 Q2	$2.2M	Buy	+27,577	New	+$2.08M	0.5%	43
2023 Q1	–	Sell	-3,364	Closed	-$218K	–	374
2022 Q4	$218K	Hold	3,364	–	–	0.05%	307
2022 Q3	$202K	Sell	3,364 -650	-16%	-$43.7K	0.05%	310
2022 Q2	$256K	Sell	4,014 -1,373	-25%	-$94.2K	0.05%	322
2022 Q1	$402K	Buy	+5,387	New	+$397K	0.07%	272
2021 Q2	–	Sell	-863	Closed	-$60K	–	982
2021 Q1	$60K	Sell	863 -618	-42%	-$40.7K	0.01%	590
2020 Q4	$92K	Sell	1,481 -147	-9%	-$8.66K	0.02%	470
2020 Q3	$89K	Sell	1,628 -643	-28%	-$35.1K	0.02%	437
2020 Q2	$119K	Sell	2,271 -682	-23%	-$34K	0.05%	327
2020 Q1	$129K	Buy	2,953 +218	+8%	+$11.2K	0.06%	286
2019 Q4	$150K	Buy	+2,735	New	+$145K	0.06%	280

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Eudaimonia Partners's MOAT Position: Q1 2024 in Review

Eudaimonia Partners increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9.7% in Q1 2024, buying an estimated $279K and bringing the position to 36,578 shares worth $3.29M. The position accounts for 0.78% of the portfolio, ranked #26.

Eudaimonia Partners first reported a position in MOAT in Q4 2019 and has held it in 14 quarters since. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

Eudaimonia Partners held 36,578 shares of VanEck Morningstar Wide Moat ETF worth $3.29M as of Q1 2024.
Eudaimonia Partners bought 3,246 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $279K.
VanEck Morningstar Wide Moat ETF made up 0.78% of Eudaimonia Partners's portfolio in Q1 2024, its #26 holding.
Eudaimonia Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 14 quarters since.
634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.