LARGE CAP EQUITY MANAGED POOL - MFO

Historical Holders from Q2 2020 to Q3 2025

CUSIP
808516108
Type / Class
Equity / MFO
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
12.1K
Holdings value
$1.39M
% of all portfolios
0%
Grand Portfolio weight change
0%
Number of holders
2
Number of sells
-1
Average Value change %
0%
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 12.1K $1.39M -$49.2K $115.29 2
2025 Q2 12.5K $1.41M -$4.39K $112.51 2
2025 Q1 12.6K $1.29M +$65K $102.54 2
2024 Q4 11.9K $1.25M -$122K $105.20 3
2024 Q3 13.1K $1.37M +$34.5K $104.99 4
2024 Q2 12.7K $1.27M +$105K $99.60 4
2024 Q1 11.5K $1.13M -$970K $97.89 2
2023 Q4 1.36K $121K -$789K $89.29 1
2023 Q3 0 $0 -$847K 0
2023 Q2 63 $5K -$801K $79.37 1
2023 Q1 66 $5K -$791K $75.76 1
2022 Q4 69 $5K -$720K $72.46 1
2022 Q3 0 $0 -$781K 0
2022 Q2 0 $0 -$918K 0
2022 Q1 0 $0 -$985K 0
2021 Q4 0 $0 -$774K 0
2021 Q3 0 $0 -$799K 0
2021 Q2 0 $0 -$671K 0
2021 Q1 0 $0 -$303K 0
2020 Q4 0 $0 -$251K 0
2020 Q3 0 $0 -$242K 0
2020 Q2 0 $0 -$227K 0