Ferris Capital, LLC MOAT Holdings History

Number of Shares
113,041.00
Current Holdings Value*
$8.44 Mil
% of Portfolio
1.93%
Total Estimate Gain
$3.37 Mil
% of Total Estimate Gain
25.97%

Ferris Capital, LLC's VanEck Morningstar Wide Moat ETF Holding Summary

As of 2022-03-31, Ferris Capital, LLC held 113,041.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $8.44 Mil. This investment constitutes 1.93% of their stock portfolio, and Ferris Capital, LLC now holds 0.12% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.

The initial trade took place in 2020Q4. And since then Ferris Capital, LLC has made 5 purchases of MOAT, at an average price of $70.55, for a total of 183,808.00 shares. In addition, there have been 1 sales at an average price of $72.75 for 70,767.00 shares. Based on historical transaction data and MOAT's current price of $98.97, Ferris Capital, LLC's estimated gain on his MOAT holdings is $3.37 Mil, reflecting a 25.97% gain to date.

Ferris Capital, LLC MOAT ($98.97) Holding Chart

Ferris Capital, LLC MOAT ($98.97) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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