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

Hudson Value 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 Q4	–	Sell	-13,609	Closed	-$1.32M	–	98
2024 Q3	$1.32M	Buy	13,609 +808	+6%	+$73.9K	0.51%	49
2024 Q2	$1.11M	Buy	12,801 +819	+7%	+$71.2K	0.47%	57
2024 Q1	$1.08M	Buy	11,982 +1,288	+12%	+$111K	0.46%	59
2023 Q4	$908K	Buy	10,694 +597	+6%	+$46.4K	0.42%	61
2023 Q3	$766K	Buy	+10,097	New	+$804K	0.4%	64

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Hudson Value Partners's MOAT Position: Q4 2024 in Review

Hudson Value Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 13,609 shares — an estimated $1.32M sold.

Hudson Value Partners first reported a position in MOAT in Q3 2023 and held it in 5 quarters. The position peaked at $1.32M in Q3 2024. 715 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

Hudson Value Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
Hudson Value Partners sold 13,609 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $1.32M.
Hudson Value Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 5 quarters.
Hudson Value Partners's VanEck Morningstar Wide Moat ETF position peaked at $1.32M in Q3 2024.
715 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Hudson Value Partners's 13F filing for Q4 2024, filed 3 Feb 2025.