Moderately Aggressive 30
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$13.57avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Moderately Aggressive 30 in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was NORTHSTAR ASSET MANAGEMENT Co ($390K).
- Company
- Moderately Aggressive 30
- CUSIP
- 485310791
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| NORTHSTAR ASSET MANAGEMENT Co | 0.09% | No change | 28,723 | $390K |
"% of holder's portfolio" is MODERATELY AGGRESSIVE 30's weight in each manager's 13F, not the share of Moderately Aggressive 30 the manager owns.