1834 Investment Advisors’s ePlus PLUS Stock Holding History

1834 Investment Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-70	Closed	-$2K	–	458
2020 Q2	$2K	Buy	+70	New	+$2.39K	﹤0.01%	426

Other funds holding PLUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1834 Investment Advisors's PLUS Position: Q3 2020 in Review

1834 Investment Advisors sold out of ePlus (PLUS) in Q3 2020, closing a stake of 70 shares — an estimated $2K sold.

1834 Investment Advisors first reported a position in PLUS in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 152 funds tracked by Wall St. Rank hold PLUS as of Q3 2020.

1834 Investment Advisors reported no remaining ePlus position as of Q3 2020 after selling out during the quarter.
1834 Investment Advisors sold 70 ePlus shares in Q3 2020, an estimated $2K.
1834 Investment Advisors first reported a position in ePlus in Q2 2020 and held it in 1 quarter.
1834 Investment Advisors's ePlus position peaked at $2K in Q2 2020.
152 funds tracked by Wall St. Rank held ePlus as of Q3 2020.

Based on 1834 Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.