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Prudential plc’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Prudential plc’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
-100,000
Closed -$9.7M – 825
2024
Q3 		$9.7M Buy
100,000
+86,129
+621% +$7.88M 0.05% 185
2024
Q2 		$1.2M Sell
13,871
-13,690
-50% -$1.19M 0.01% 452
2024
Q1 		$2.48M Sell
27,561
-531,962
-95% -$45.6M 0.02% 370
2023
Q4 		$47.5M Buy
559,523
+553,070
+8,571% +$42.9M 0.48% 28
2023
Q3 		$489K Sell
6,453
-705,944
-99% -$56.2M 0.01% 754
2023
Q2 		$56.8M Sell
712,397
-168,953
-19% -$12.7M 0.66% 21
2023
Q1 		$65.1M Buy
881,350
+259,410
+42% +$18.4M 0.76% 17
2022
Q4 		$40.4M Buy
621,940
+89,980
+17% +$5.84M 0.51% 21
2022
Q3 		$31.9M Buy
531,960
+520,870
+4,697% +$35M 0.5% 18
2022
Q2 		$707K Sell
11,090
-30
-0.3% -$2.06K 0.01% 468
2022
Q1 		$831K Sell
11,120
-140
-1% -$10.3K 0.01% 460
2021
Q4 		$857K Hold
11,260
– – 0.01% 393
2021
Q3 		$825K Sell
11,260
-260,480
-96% -$19.6M 0.01% 349
2021
Q2 		$20.1M Buy
271,740
+236,900
+680% +$17.2M 0.19% 84
2021
Q1 		$2.41M Buy
34,840
+13,800
+66% +$909K 0.02% 365
2020
Q4 		$1.3M Sell
21,040
-23,700
-53% -$1.4M 0.01% 430
2020
Q3 		$2.44M Buy
44,740
+13,500
+43% +$738K 0.01% 344
2020
Q2 		$1.63M Buy
31,240
+19,800
+173% +$986K 0.01% 353
2020
Q1 		$500K Sell
11,440
-1,500
-12% -$77.1K ﹤0.01% 456
2019
Q4 		$709K Buy
12,940
+3,340
+35% +$177K ﹤0.01% 386
2019
Q3 		$481K Sell
9,600
-2,500
-21% -$123K ﹤0.01% 629
2019
Q2 		$581K Buy
12,100
+5,700
+89% +$270K ﹤0.01% 566
2019
Q1 		$299K Sell
6,400
-700
-10% -$31.6K ﹤0.01% 581
2018
Q4 		$292K Buy
7,100
+2,300
+48% +$102K ﹤0.01% 595
2018
Q3 		$224K Sell
4,800
-300
-6% -$13.7K ﹤0.01% 682
2018
Q2 		$222K Buy
+5,100
New +$217K ﹤0.01% 690

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Prudential plc's MOAT Position: Q4 2024 in Review

Prudential plc sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q4 2024, closing a stake of 100,000 shares — an estimated $9.7M sold.

Prudential plc first reported a position in MOAT in Q2 2018 and held it in 26 quarters. The position peaked at $65.1M in Q1 2023. 713 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

  • Prudential plc reported no remaining VanEck Morningstar Wide Moat ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential plc sold 100,000 VanEck Morningstar Wide Moat ETF shares in Q4 2024, an estimated $9.7M.
  • Prudential plc first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2018 and held it in 26 quarters.
  • Prudential plc's VanEck Morningstar Wide Moat ETF position peaked at $65.1M in Q1 2023.
  • 713 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Prudential plc's 13F filing for Q4 2024, filed 13 Feb 2025.