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Stone House Investment Management’s Molson Coors Class B TAP Stock Holding History

Stone House Investment Management’s Portfolio TAP Stock Details TAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$31.8K – 367
2023
Q3 		$31.8K Buy
+500
New +$32.5K 0.01% 97
2019
Q2 		– Sell
-60
Closed -$4K – 183
2019
Q1 		$4K Buy
+60
New +$3.7K ﹤0.01% 192

Other funds holding TAP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stone House Investment Management's TAP Position: Q4 2023 in Review

Stone House Investment Management sold out of Molson Coors Class B (TAP) in Q4 2023, closing a stake of 500 shares — an estimated $31.8K sold.

Stone House Investment Management first reported a position in TAP in Q1 2019 and held it in 2 quarters. The position peaked at $31.8K in Q3 2023. 678 funds tracked by Wall St. Rank hold TAP as of Q4 2023.

  • Stone House Investment Management reported no remaining Molson Coors Class B position as of Q4 2023 after selling out during the quarter.
  • Stone House Investment Management sold 500 Molson Coors Class B shares in Q4 2023, an estimated $31.8K.
  • Stone House Investment Management first reported a position in Molson Coors Class B in Q1 2019 and held it in 2 quarters.
  • Stone House Investment Management's Molson Coors Class B position peaked at $31.8K in Q3 2023.
  • 678 funds tracked by Wall St. Rank held Molson Coors Class B as of Q4 2023.

Based on Stone House Investment Management's 13F filing for Q4 2023, filed 31 Jan 2024.