MONTAG & CALDWELL, LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, MONTAG & CALDWELL, LLC opened 2 positions, added to 2, reduced 4, sold out of 1 and left 7 unchanged. The largest increase in value was DGRO (+$688,698); the largest decrease was SCHD (-$1,167,973).
- EFG: Country of operation —; Class EAFE GRWTH ETF; Shares 2025-03-31 2,294; Shares 2025-06-30 7,733.
- FSMD: Country of operation —; Class SML MID MLTFCT; Shares 2025-03-31 16,818; Shares 2025-06-30 16,819.
Two Form 13F-HR filings compared (SEC CIK 67698): 2025-03-31 (filed 2025-05-13) and 2025-06-30 (filed 2025-08-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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