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Schechter Investment Advisors’s MGP Ingredients MGPI Stock Holding History

Schechter Investment Advisors’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23,982
Closed -$2M – 687
2024
Q3 		$2M Buy
23,982
+682
+3% +$56.4K 0.15% 136
2024
Q2 		$1.73M Buy
23,300
+14,582
+167% +$1.14M 0.13% 147
2024
Q1 		$751K Sell
8,718
-3,602
-29% -$312K 0.06% 302
2023
Q4 		$1.21M Sell
12,320
-1,359
-10% -$131K 0.11% 195
2023
Q3 		$1.44M Buy
13,679
+6,729
+97% +$763K 0.14% 152
2023
Q2 		$739K Buy
+6,950
New +$695K 0.07% 305

Other funds holding MGPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schechter Investment Advisors's MGPI Position: Q4 2024 in Review

Schechter Investment Advisors sold out of MGP Ingredients (MGPI) in Q4 2024, closing a stake of 23,982 shares — an estimated $2M sold.

Schechter Investment Advisors first reported a position in MGPI in Q2 2023 and held it in 6 quarters. The position peaked at $2M in Q3 2024. 206 funds tracked by Wall St. Rank hold MGPI as of Q4 2024.

  • Schechter Investment Advisors reported no remaining MGP Ingredients position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 23,982 MGP Ingredients shares in Q4 2024, an estimated $2M.
  • Schechter Investment Advisors first reported a position in MGP Ingredients in Q2 2023 and held it in 6 quarters.
  • Schechter Investment Advisors's MGP Ingredients position peaked at $2M in Q3 2024.
  • 206 funds tracked by Wall St. Rank held MGP Ingredients as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.