LARGE CAP EQUITY MANAGED POOL - MFO

Historical Holders from Q1 2020 to Q3 2025

Type / Class
Equity / MFO
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
12,092
Holdings value
$1,394,031
% of all portfolios
0%
Number of holders
2
Number of sells
-1
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of LARGE CAP EQUITY MANAGED POOL - MFO

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 12,092 $1,394,031 -$49,227 $115.29 2
2025 Q2 12,519 $1,408,594 -$4,387 $112.51 2
2025 Q1 12,558 $1,287,680 +$64,977 $102.54 2
2024 Q4 11,919 $1,254,414 -$121,522 $105.2 3
2024 Q3 13,076 $1,373,004 +$34,548 $104.99 4
2024 Q2 12,747 $1,269,949 +$105,047 $99.6 4
2024 Q1 11,538 $1,129,170 -$970,489 $97.89 2
2023 Q4 12,024 $1,073,173 -$733,934 $89.25 3
2023 Q3 10,047 $801,949 -$871,504 $79.88 2
2023 Q2 10,417 $860,360 -$820,734 $82.47 3
2023 Q1 10,656 $819,064 -$841,187 $75.95 3
2022 Q4 11,309 $809,517 -$722,934 $71.58 3
2022 Q3 11,281 $737,976 -$781,654 $65.48 2
2022 Q2 11,291 $794,958 -$915,679 $70.45 2
2022 Q1 11,258 $936,469 -$994,316 $83.19 2
2021 Q4 11,148 $985,000 -$645,176 $88.36 1
2021 Q3 9,690 $774,000 -$824,161 $79.88 1
2021 Q2 10,005 $799,000 -$591,779 $79.86 1
2021 Q1 9,013 $671,000 +$43,481 $74.45 1
2020 Q4 4,359 $303,000 -$226,462 $69.51 1
2020 Q3 4,006 $251,000 -$260,296 $62.66 1
2020 Q2 4,298 $242,000 -$251,549 $56.31 1
2020 Q1 4,734 $227,000 $47.95 1