Summit Rock Advisors, LP MTUM Holdings History
Summit Rock Advisors, LP's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Summit Rock Advisors, LP held - shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Summit Rock Advisors, LP now holds 0% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2024Q4. And since then Summit Rock Advisors, LP has made 1 purchases of MTUM, at an average price of $209.63, for a total of 315,070.00 shares. In addition, there have been 1 sales at an average price of $213.69 for 315,070.00 shares. Based on historical transaction data and MTUM's current price of $235.20, Summit Rock Advisors, LP's estimated gain on his MTUM holdings is $1.28 Mil, reflecting a 1.94% gain to date.
Summit Rock Advisors, LP MTUM ($235.20) Holding Chart
Summit Rock Advisors, LP MTUM ($235.20) 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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