Caldwell Trust’s Eldorado Gold EGO Stock Holding History

Caldwell Trust’s Portfolio EGO Stock Details EGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,857	Closed	-$22.9K	–	804
2019 Q4	$22.9K	Buy	+2,857	New	+$22.1K	﹤0.01%	570

Other funds holding EGO

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Caldwell Trust's EGO Position: Q1 2020 in Review

Caldwell Trust sold out of Eldorado Gold (EGO) in Q1 2020, closing a stake of 2,857 shares — an estimated $22.9K sold.

Caldwell Trust first reported a position in EGO in Q4 2019 and held it in 1 quarter. The position peaked at $22.9K in Q4 2019. 119 funds tracked by Wall St. Rank hold EGO as of Q1 2020.

Caldwell Trust reported no remaining Eldorado Gold position as of Q1 2020 after selling out during the quarter.
Caldwell Trust sold 2,857 Eldorado Gold shares in Q1 2020, an estimated $22.9K.
Caldwell Trust first reported a position in Eldorado Gold in Q4 2019 and held it in 1 quarter.
Caldwell Trust's Eldorado Gold position peaked at $22.9K in Q4 2019.
119 funds tracked by Wall St. Rank held Eldorado Gold as of Q1 2020.

Based on Caldwell Trust's 13F filing for Q1 2020, filed 2 Oct 2025.