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Moisand Fitzgerald Tamayo’s Main Street Capital MAIN Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-50
Closed -$2K – 802
2023
Q2 		$2K Hold
50
– – ﹤0.01% 547
2023
Q1 		$1.97K Hold
50
– – ﹤0.01% 562
2022
Q4 		$1.85K Hold
50
– – ﹤0.01% 573
2022
Q3 		$2K Sell
50
-75
-60% -$3.09K ﹤0.01% 519
2022
Q2 		$5K Sell
125
-25
-17% -$977 ﹤0.01% 324
2022
Q1 		$6K Buy
150
+100
+200% +$4.28K ﹤0.01% 240
2021
Q4 		$2K Hold
50
– – ﹤0.01% 346
2021
Q3 		$2K Hold
50
– – ﹤0.01% 336
2021
Q2 		$2K Hold
50
– – ﹤0.01% 369
2021
Q1 		$2K Buy
+50
New +$1.75K ﹤0.01% 310

Other funds holding MAIN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return