Valeo Financial Advisors’s Madison Square Garden MSGS Stock Holding History

Valeo Financial Advisors’s Portfolio MSGS Stock Details MSGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$226K	Buy	+563	New	+$199K	﹤0.01%	725
2021 Q2	–	Sell	-17	Closed	-$3K	–	1304
2021 Q1	$3K	Hold	17	–	–	﹤0.01%	1714
2020 Q4	$3K	Buy	17 +11	+183%	+$1.81K	﹤0.01%	1473
2020 Q3	$1K	Sell	6 -58	-91%	-$9.1K	﹤0.01%	1499
2020 Q2	$9K	Buy	64 +56	+700%	+$9.25K	﹤0.01%	1326
2020 Q1	$1K	Buy	+8	New	+$1.55K	﹤0.01%	1682

Other funds holding MSGS

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return