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Altshuler Shaham’s ePlus PLUS Stock Holding History

Altshuler Shaham’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
2024
Q1 		– Sell
-272
Closed -$21.7K – 358
2023
Q4 		$21.7K Sell
272
-77
-22% -$5.15K ﹤0.01% 187
2023
Q3 		$22.2K Buy
+349
New +$21.5K ﹤0.01% 227
2022
Q3 		– Sell
-656
Closed -$35K – 526
2022
Q2 		$35K Buy
+656
New +$36.7K ﹤0.01% 295

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Altshuler Shaham's PLUS Position: Q1 2024 in Review

Altshuler Shaham sold out of ePlus (PLUS) in Q1 2024, closing a stake of 272 shares — an estimated $21.7K sold.

Altshuler Shaham first reported a position in PLUS in Q2 2022 and held it in 3 quarters. The position peaked at $35K in Q2 2022. 222 funds tracked by Wall St. Rank hold PLUS as of Q1 2024.

  • Altshuler Shaham reported no remaining ePlus position as of Q1 2024 after selling out during the quarter.
  • Altshuler Shaham sold 272 ePlus shares in Q1 2024, an estimated $21.7K.
  • Altshuler Shaham first reported a position in ePlus in Q2 2022 and held it in 3 quarters.
  • Altshuler Shaham's ePlus position peaked at $35K in Q2 2022.
  • 222 funds tracked by Wall St. Rank held ePlus as of Q1 2024.

Based on Altshuler Shaham's 13F filing for Q1 2024, filed 15 May 2024.