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Bell Investment Advisors’s ePlus PLUS Stock Holding History

Bell 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
2026
Q1 		$2.11K Hold
28
– – ﹤0.01% 1318
2025
Q4 		$2.46K Hold
28
– – ﹤0.01% 1272
2025
Q3 		$1.99K Sell
28
-7
-20% -$494 ﹤0.01% 1334
2025
Q2 		$2.52K Sell
35
-17
-33% -$1.12K ﹤0.01% 1276
2025
Q1 		$3.17K Buy
52
+8
+18% +$566 ﹤0.01% 1118
2024
Q4 		$3.25K Sell
44
-20
-31% -$1.75K ﹤0.01% 1135
2024
Q3 		$6.29K Hold
64
– – ﹤0.01% 815
2024
Q2 		$4.72K Hold
64
– – ﹤0.01% 951
2024
Q1 		$5.03K Hold
64
– – ﹤0.01% 916
2023
Q4 		$5.11K Sell
64
-3
-4% -$200 ﹤0.01% 878
2023
Q3 		$4.26K Buy
67
+39
+139% +$2.41K ﹤0.01% 893
2023
Q2 		$1.58K Sell
28
-16
-36% -$788 ﹤0.01% 1411
2023
Q1 		$2.16K Sell
44
-48
-52% -$2.44K ﹤0.01% 1222
2022
Q4 		$4.07K Buy
92
+81
+736% +$3.78K ﹤0.01% 915
2022
Q3 		$0 Sell
11
-7
-39% -$343 ﹤0.01% 1903
2022
Q2 		$1K Buy
+18
New +$1.01K ﹤0.01% 1543

Other funds holding PLUS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return