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MBM Wealth Consultants’s Madison Square Garden MSGS Stock Holding History

MBM Wealth Consultants’s Portfolio MSGS Stock Details MSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-182
Closed -$33K – 211
2023
Q1 		$33K Hold
182
– – 0.01% 171
2022
Q4 		$33K Buy
182
+15
+9% +$2.35K 0.02% 182
2022
Q3 		$24K Hold
167
– – 0.01% 185
2022
Q2 		$25K Sell
167
-166
-50% -$26.9K 0.01% 191
2022
Q1 		$60K Buy
+333
New +$56.7K 0.02% 173

Other funds holding MSGS

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

MBM Wealth Consultants's MSGS Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Madison Square Garden (MSGS) in Q2 2023, closing a stake of 182 shares — an estimated $33K sold.

MBM Wealth Consultants first reported a position in MSGS in Q1 2022 and held it in 5 quarters. The position peaked at $60K in Q1 2022. 299 funds tracked by Wall St. Rank hold MSGS as of Q2 2023.

  • MBM Wealth Consultants reported no remaining Madison Square Garden position as of Q2 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 182 Madison Square Garden shares in Q2 2023, an estimated $33K.
  • MBM Wealth Consultants first reported a position in Madison Square Garden in Q1 2022 and held it in 5 quarters.
  • MBM Wealth Consultants's Madison Square Garden position peaked at $60K in Q1 2022.
  • 299 funds tracked by Wall St. Rank held Madison Square Garden as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.