BEI
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Benjamin Edwards Inc’s Trupanion TRUP Stock Holding History

Benjamin Edwards Inc’s Portfolio TRUP Stock Details TRUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,106
Closed -$298K – 1140
2024
Q3 		$298K Sell
7,106
-10,836
-60% -$423K ﹤0.01% 951
2024
Q2 		$527K Buy
17,942
+2,775
+18% +$73.5K 0.1% 206
2024
Q1 		$419K Sell
15,167
-4,920
-24% -$137K 0.08% 240
2023
Q4 		$613K Buy
20,087
+1,982
+11% +$52.5K 0.13% 179
2023
Q3 		$511K Buy
18,105
+11,456
+172% +$326K 0.12% 182
2023
Q2 		$131K Buy
6,649
+1,492
+29% +$42.1K 0.03% 344
2023
Q1 		$221K Buy
5,157
+1,821
+55% +$98.5K 0.05% 258
2022
Q4 		$159K Buy
3,336
+717
+27% +$37.3K 0.04% 293
2022
Q3 		$156K Buy
2,619
+84
+3% +$5.64K 0.05% 279
2022
Q2 		$153K Buy
2,535
+1,488
+142% +$101K 0.05% 282
2022
Q1 		$93K Buy
+1,047
New +$96.3K 0.03% 370

Other funds holding TRUP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AI
Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GLCM
Greenlea Lane Capital Management Weston, Connecticut $344M AUM 14.33% 1-Year Est. Return

Benjamin Edwards Inc's TRUP Position: Q4 2024 in Review

Benjamin Edwards Inc sold out of Trupanion (TRUP) in Q4 2024, closing a stake of 7,106 shares — an estimated $298K sold.

Benjamin Edwards Inc first reported a position in TRUP in Q1 2022 and held it in 11 quarters. The position peaked at $613K in Q4 2023. 236 funds tracked by Wall St. Rank hold TRUP as of Q4 2024.

  • Benjamin Edwards Inc reported no remaining Trupanion position as of Q4 2024 after selling out during the quarter.
  • Benjamin Edwards Inc sold 7,106 Trupanion shares in Q4 2024, an estimated $298K.
  • Benjamin Edwards Inc first reported a position in Trupanion in Q1 2022 and held it in 11 quarters.
  • Benjamin Edwards Inc's Trupanion position peaked at $613K in Q4 2023.
  • 236 funds tracked by Wall St. Rank held Trupanion as of Q4 2024.

Based on Benjamin Edwards Inc's 13F filing for Q4 2024, filed 14 Feb 2025.