Number of Shares
124,050.00
Current Holdings Value*
$66.18 Mil
% of Portfolio
2.42%
Total Estimate Gain
$32.28 Mil
% of Total Estimate Gain
45.71%

FineMark National Bank & Trust's S&P MidCap 400 ETF Holding Summary

As of 2025-03-31, FineMark National Bank & Trust held 124,050.00 shares of S&P MidCap 400 ETF(MDY), totaling $66.18 Mil. This investment constitutes 2.42% of their stock portfolio, and FineMark National Bank & Trust now holds 0.31% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2015Q2. And since then FineMark National Bank & Trust has made 11 purchases of MDY, at an average price of $344.79, for a total of 204,831.00 shares. In addition, there have been 18 sales at an average price of $379.37 for 80,781.00 shares. Based on historical transaction data and MDY's current price of $582.49, FineMark National Bank & Trust's estimated gain on his MDY holdings is $32.28 Mil, reflecting a 45.71% gain to date.

FineMark National Bank & Trust MDY ($582.49) Holding Chart

FineMark National Bank & Trust MDY ($582.49) 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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