Question 1

How many shares of MGMT does Rockefeller Capital Management L.P. own?

Accepted Answer

As of 2026-Q2, Rockefeller Capital Management L.P. holds 201,381 shares of MGMT (UNIFIED SER TR).

Question 2

What is Rockefeller Capital Management L.P.'s MGMT position worth?

Accepted Answer

As of 2026-Q2, Rockefeller Capital Management L.P.'s MGMT position is worth $10.3M.

Question 3

Is Rockefeller Capital Management L.P. buying or selling MGMT?

Accepted Answer

In 2026-Q2, Rockefeller Capital Management L.P. decreased their MGMT position (-5.8% change in shares).

Question 4

When did Rockefeller Capital Management L.P. first buy MGMT?

Accepted Answer

Based on available 13F filings, Rockefeller Capital Management L.P. first reported a position in MGMT in 2021-Q2. They have held the position across 21 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	201,381	-5.8%	$10.3M	0.0%	$50.96	0
2026-Q1	Increased	213,707	+2.1%	$9.6M	0.0%	$47.68	28
2025-Q4	Increased	209,289	+59.8%	$9.3M	0.0%	$44.73	40
2025-Q3	Decreased	130,989	-49.1%	$5.8M	0.0%	$43.85	0
2025-Q2	Increased	257,362	+86.8%	$10.2M	0.0%	$39.48	43
2025-Q1	Increased	137,768	+11.4%	$5.3M	0.0%	$38.17	30
2024-Q4	Increased	123,716	+0.1%	$5.1M	0.0%	$41.18	27
2024-Q3	Increased	123,553	+1.5%	$4.8M	0.0%	$38.14	27
2024-Q2	Increased	121,688	+5.5%	$4.4M	0.0%	$35.57	28
2024-Q1	Increased	115,331	+11.6%	$4.4M	0.0%	$37.59	30
2023-Q4	Increased	103,373	+24.2%	$3.8M	0.0%	$36.69	32
2023-Q3	Increased	83,243	+0.8%	$2.9M	0.0%	$33.77	26
2023-Q2	Decreased	82,623	-0.0%	$2.9M	0.0%	$34.43	0
2023-Q1	Decreased	82,652	-13.7%	$2.8M	0.0%	$32.10	0
2022-Q4	Increased	95,751	+6.9%	$3M	0.0%	$31.13	28
2022-Q3	Increased	89,535	+16.8%	$2.6M	0.0%	$28.29	30
2022-Q2	Increased	76,672	+15.9%	$2.3M	0.0%	$29.78	30
2022-Q1	Increased	66,143	+279.7%	$2.3M	0.0%	$34.49	42
2021-Q4	Increased	17,420	+583.1%	$653,000	0.0%	$36.26	39
2021-Q3	Increased	2,550	+153.5%	$91,000	0.0%	$35.05	35
2021-Q2	New	1,006	-	$36,000	0.0%	$34.97	28

MGMT21 quarters

MGMT
21 quarters