Brian McDonald »

Investment Managers Ser Tr I shares owned by Brian McDonald

Quarter-by-quarter ownership of Investment Managers Ser Tr I (SARK) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Investment Managers Ser Tr I

Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 202425k30k35k40k9501000105011001150
Value ($)Share countHistorical SARK position of Brian McDonald Source: stockzoa.comValue ($)Share count

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All positions including Investment Managers Ser Tr I held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-09-30 $24k 928 26.04
2024-06-30 $36k 1.2k 30.58
2024-03-31 $28k 1.1k 26.88
2023-09-30 $42k 1.1k 39.70

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Home Depot (HD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Brian McDonald

Top funds holding Investment Managers Ser Tr I

Concentric Capital Strategies
Huntington National Bank

View all funds holding Investment Managers Ser Tr I