MONTAG A & ASSOCIATES INC MDY Holdings History
MONTAG A & ASSOCIATES INC's S&P MidCap 400 ETF Holding Summary
As of 2025-03-31, MONTAG A & ASSOCIATES INC held 107,443.00 shares of S&P MidCap 400 ETF(MDY), totaling $57.46 Mil. This investment constitutes 2.87% of their stock portfolio, and MONTAG A & ASSOCIATES INC now holds 0.26% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2015Q2. And since then MONTAG A & ASSOCIATES INC has made 10 purchases of MDY, at an average price of $284.07, for a total of 144,113.00 shares. In addition, there have been 21 sales at an average price of $414.20 for 36,670.00 shares. Based on historical transaction data and MDY's current price of $579.42, MONTAG A & ASSOCIATES INC's estimated gain on his MDY holdings is $36.50 Mil, reflecting a 89.17% gain to date.
MONTAG A & ASSOCIATES INC MDY ($579.42) Holding Chart
MONTAG A & ASSOCIATES INC MDY ($579.42) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
