Montag & Associates’s VanEck Agribusiness ETF MOO Stock Holding History

Montag & Associates’s Portfolio MOO Stock Details MOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12	Closed	-$1K	–	976
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	839
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	798
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	816
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	834
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	838
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	832
2021 Q1	$1K	Buy	+12	New	+$1.01K	﹤0.01%	830

Other funds holding MOO

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

Montag & Associates's MOO Position: Q4 2022 in Review

Montag & Associates sold out of VanEck Agribusiness ETF (MOO) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

Montag & Associates first reported a position in MOO in Q1 2021 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 256 funds tracked by Wall St. Rank hold MOO as of Q4 2022.

Montag & Associates reported no remaining VanEck Agribusiness ETF position as of Q4 2022 after selling out during the quarter.
Montag & Associates sold 12 VanEck Agribusiness ETF shares in Q4 2022, an estimated $1K.
Montag & Associates first reported a position in VanEck Agribusiness ETF in Q1 2021 and held it in 7 quarters.
Montag & Associates's VanEck Agribusiness ETF position peaked at $1K in Q3 2022.
256 funds tracked by Wall St. Rank held VanEck Agribusiness ETF as of Q4 2022.

Based on Montag & Associates's 13F filing for Q4 2022, filed 2 Feb 2023.