SFMG, LLC MOAT Holdings History

Number of Shares
603,594.00
Current Holdings Value*
$53.12 Mil
% of Portfolio
4.19%
Total Estimate Gain
$27.07 Mil
% of Total Estimate Gain
26.93%

SFMG, LLC's VanEck Morningstar Wide Moat ETF Holding Summary

As of 2025-03-31, SFMG, LLC held 603,594.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $53.12 Mil. This investment constitutes 4.19% of their stock portfolio, and SFMG, LLC now holds 0.42% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.

The initial trade took place in 2018Q2. And since then SFMG, LLC has made 16 purchases of MOAT, at an average price of $51.37, for a total of 1.96 Mil shares. In addition, there have been 12 sales at an average price of $51.53 for 1.35 Mil shares. Based on historical transaction data and MOAT's current price of $95.85, SFMG, LLC's estimated gain on his MOAT holdings is $27.07 Mil, reflecting a 26.93% gain to date.

SFMG, LLC MOAT ($95.85) Holding Chart

SFMG, LLC MOAT ($95.85) 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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