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McDonald Partners’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

McDonald Partners’s Portfolio CATH Stock Details CATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,126
Closed -$243K – 371
2021
Q4 		$243K Buy
+4,126
New +$236K 0.23% 64

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BA
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FEG
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McDonald Partners's CATH Position: Q1 2022 in Review

McDonald Partners sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q1 2022, closing a stake of 4,126 shares — an estimated $243K sold.

McDonald Partners first reported a position in CATH in Q4 2021 and held it in 1 quarter. The position peaked at $243K in Q4 2021. 114 funds tracked by Wall St. Rank hold CATH as of Q1 2022.

  • McDonald Partners reported no remaining Global X S&P 500 Catholic Values ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 4,126 Global X S&P 500 Catholic Values ETF shares in Q1 2022, an estimated $243K.
  • McDonald Partners first reported a position in Global X S&P 500 Catholic Values ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's Global X S&P 500 Catholic Values ETF position peaked at $243K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.