Burleson & Co’s EVgo EVGO Stock Holding History

Burleson & Co’s Portfolio EVGO Stock Details EVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-500	Closed	-$3K	–	428
2022 Q2	$3K	Hold	500	–	–	﹤0.01%	316
2022 Q1	$6K	Hold	500	–	–	﹤0.01%	289
2021 Q4	$5K	Hold	500	–	–	﹤0.01%	290
2021 Q3	$4K	Buy	+500	New	+$5.04K	﹤0.01%	294

Other funds holding EVGO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Burleson & Co's EVGO Position: Q3 2022 in Review

Burleson & Co sold out of EVgo (EVGO) in Q3 2022, closing a stake of 500 shares — an estimated $3K sold.

Burleson & Co first reported a position in EVGO in Q3 2021 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 184 funds tracked by Wall St. Rank hold EVGO as of Q3 2022.

Burleson & Co reported no remaining EVgo position as of Q3 2022 after selling out during the quarter.
Burleson & Co sold 500 EVgo shares in Q3 2022, an estimated $3K.
Burleson & Co first reported a position in EVgo in Q3 2021 and held it in 4 quarters.
Burleson & Co's EVgo position peaked at $6K in Q1 2022.
184 funds tracked by Wall St. Rank held EVgo as of Q3 2022.

Based on Burleson & Co's 13F filing for Q3 2022, filed 17 Oct 2022.