PATHSTONE FAMILY OFFICE, LLC MDY Holdings History
PATHSTONE FAMILY OFFICE, LLC's S&P MidCap 400 ETF Holding Summary
As of 2023-09-30, PATHSTONE FAMILY OFFICE, LLC held 963,113.00 shares of S&P MidCap 400 ETF(MDY), totaling $439.80 Mil. This investment constitutes 3.35% of their stock portfolio, and PATHSTONE FAMILY OFFICE, LLC now holds 2.33% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2018Q4. And since then PATHSTONE FAMILY OFFICE, LLC has made 7 purchases of MDY, at an average price of $479.06, for a total of 965,074.00 shares. In addition, there have been 3 sales at an average price of $464.06 for 1,961.00 shares. Based on historical transaction data and MDY's current price of $588.03, PATHSTONE FAMILY OFFICE, LLC's estimated gain on his MDY holdings is $104.92 Mil, reflecting a 22.69% gain to date.
PATHSTONE FAMILY OFFICE, LLC MDY ($588.03) Holding Chart
PATHSTONE FAMILY OFFICE, LLC MDY ($588.03) 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
