Number of Shares
2.75 Mil
Current Holdings Value*
$241.69 Mil
% of Portfolio
4.68%
Total Estimate Gain
$45.04 Mil
% of Total Estimate Gain
15.45%

Mesirow Financial Investment Management, Inc.'s VanEck Morningstar Wide Moat ETF Holding Summary

As of 2025-03-31, Mesirow Financial Investment Management, Inc. held 2.75 Mil shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $241.69 Mil. This investment constitutes 4.68% of their stock portfolio, and Mesirow Financial Investment Management, Inc. now holds 1.91% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.

The initial trade took place in 2023Q4. And since then Mesirow Financial Investment Management, Inc. has made 5 purchases of MOAT, at an average price of $83.30, for a total of 3.50 Mil shares. In addition, there have been 1 sales at an average price of $92.02 for 753,614.00 shares. Based on historical transaction data and MOAT's current price of $97.30, Mesirow Financial Investment Management, Inc.'s estimated gain on his MOAT holdings is $45.04 Mil, reflecting a 15.45% gain to date.

Mesirow Financial Investment Management, Inc. MOAT ($97.30) Holding Chart

Mesirow Financial Investment Management, Inc. MOAT ($97.30) 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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