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User

Marty Whitman

Third Avenue Management

Third Avenue Management iShares MSCI World ETF stake

total: 405

Third Avenue Management URTH trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2022 Q4
Held for:
1 quarter
Latest activity:
2023 Q1
According to 2026 Q2 report, Third Avenue Management doesn't hold any iShares MSCI World ETF (URTH) shares. To date, the estimated cost basis is nearly $109.25 for "buy" trades and estimated average "sell" price is $109.25. Third Avenue Management first purchased URTH in 2022 Q4, initially acquiring 2,631 shares. Since the initial investment in iShares MSCI World ETF (URTH), Third Avenue Management has made 1 more transaction.

When did Third Avenue Management sell iShares MSCI World ETF (URTH)?

Third Avenue Management sold off the entire iShares MSCI World ETF (URTH) position in 2023 Q1.

When did Third Avenue Management buy iShares MSCI World ETF (URTH)?

Third Avenue Management first invested in iShares MSCI World ETF (URTH) in 2022 Q4 at the reported quarter-end price of $109.25 per share.

What's the cost basis of Third Avenue Management's URTH stake?

The estimated cost basis for iShares MSCI World ETF (URTH) stake is around $109.25 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$109.25
Weighted AVG sell price:
$109.25

Third Avenue Management's historical trades in iShares MSCI World ETF

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2023 Q1
0.00%
0
$109.25
-100% (-2,631)
-0.05%
2022 Q4
0.05%
2,631
$109.25
$287,437
new
+0.05%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.