Crestwood Advisors Group’s Evogene EVGN Stock Holding History

Crestwood Advisors Group’s Portfolio EVGN Stock Details EVGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,400	Closed	-$9.8K	–	265
2022 Q4	$9.8K	Hold	1,400	–	–	﹤0.01%	265
2022 Q3	$12K	Hold	1,400	–	–	﹤0.01%	268
2022 Q2	$11K	Hold	1,400	–	–	﹤0.01%	268
2022 Q1	$18K	Hold	1,400	–	–	﹤0.01%	287
2021 Q4	$23K	Hold	1,400	–	–	﹤0.01%	298
2021 Q3	$37K	Buy	+1,400	New	+$40.9K	﹤0.01%	266

Other funds holding EVGN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crestwood Advisors Group's EVGN Position: Q1 2023 in Review

Crestwood Advisors Group sold out of Evogene (EVGN) in Q1 2023, closing a stake of 1,400 shares — an estimated $9.8K sold.

Crestwood Advisors Group first reported a position in EVGN in Q3 2021 and held it in 6 quarters. The position peaked at $37K in Q3 2021. 27 funds tracked by Wall St. Rank hold EVGN as of Q1 2023.

Crestwood Advisors Group reported no remaining Evogene position as of Q1 2023 after selling out during the quarter.
Crestwood Advisors Group sold 1,400 Evogene shares in Q1 2023, an estimated $9.8K.
Crestwood Advisors Group first reported a position in Evogene in Q3 2021 and held it in 6 quarters.
Crestwood Advisors Group's Evogene position peaked at $37K in Q3 2021.
27 funds tracked by Wall St. Rank held Evogene as of Q1 2023.

Based on Crestwood Advisors Group's 13F filing for Q1 2023, filed 12 May 2023.