Number of Shares
8,585.00
Current Holdings Value*
$755,460.00
% of Portfolio
0.59%
Total Estimate Gain
$340,243.74
% of Total Estimate Gain
5.43%

Sugar Maple Asset Management, LLC's VanEck Morningstar Wide Moat ETF Holding Summary

As of 2025-03-31, Sugar Maple Asset Management, LLC held 8,585.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $755,460.00. This investment constitutes 0.59% of their stock portfolio, and Sugar Maple Asset Management, LLC now holds 0.01% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.

The initial trade took place in 2024Q1. And since then Sugar Maple Asset Management, LLC has made 2 purchases of MOAT, at an average price of $86.97, for a total of 72,105.00 shares. In addition, there have been 2 sales at an average price of $90.93 for 63,520.00 shares. Based on historical transaction data and MOAT's current price of $97.30, Sugar Maple Asset Management, LLC's estimated gain on his MOAT holdings is $340,243.74, reflecting a 5.43% gain to date.

Sugar Maple Asset Management, LLC MOAT ($97.30) Holding Chart

Sugar Maple Asset Management, LLC 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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