First Manhattan’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

First Manhattan’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	–	Sell	-578	Closed	-$49.1K	–	1466
2023 Q4	$49.1K	Hold	578	–	–	﹤0.01%	874
2023 Q3	$43.8K	Buy	+578	New	+$46K	﹤0.01%	895
2021 Q3	–	Sell	-1,473	Closed	-$109K	–	1643
2021 Q2	$109K	Hold	1,473	–	–	﹤0.01%	845
2021 Q1	$102K	Hold	1,473	–	–	﹤0.01%	826
2020 Q4	$91K	Hold	1,473	–	–	﹤0.01%	808
2020 Q3	$80K	Hold	1,473	–	–	﹤0.01%	808
2020 Q2	$76K	Hold	1,473	–	–	﹤0.01%	814
2020 Q1	$64K	Buy	+1,473	New	+$75.7K	﹤0.01%	806

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

First Manhattan's MOAT Position: Q1 2024 in Review

First Manhattan sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2024, closing a stake of 578 shares — an estimated $49.1K sold.

First Manhattan first reported a position in MOAT in Q1 2020 and held it in 8 quarters. The position peaked at $109K in Q2 2021. 634 funds tracked by Wall St. Rank hold MOAT as of Q1 2024.

First Manhattan reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2024 after selling out during the quarter.
First Manhattan sold 578 VanEck Morningstar Wide Moat ETF shares in Q1 2024, an estimated $49.1K.
First Manhattan first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2020 and held it in 8 quarters.
First Manhattan's VanEck Morningstar Wide Moat ETF position peaked at $109K in Q2 2021.
634 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2024.

Based on First Manhattan's 13F filing for Q1 2024, filed 15 May 2024.