Crewe Advisors’s Endava DAVA Stock Holding History

Crewe Advisors’s Portfolio DAVA Stock Details DAVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-388	Closed	-$11.3K	–	784
2024 Q2	$11.3K	Buy	+388	New	+$11.5K	﹤0.01%	664

Other funds holding DAVA

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Crewe Advisors's DAVA Position: Q3 2024 in Review

Crewe Advisors sold out of Endava (DAVA) in Q3 2024, closing a stake of 388 shares — an estimated $11.3K sold.

Crewe Advisors first reported a position in DAVA in Q2 2024 and held it in 1 quarter. The position peaked at $11.3K in Q2 2024. 156 funds tracked by Wall St. Rank hold DAVA as of Q3 2024.

Crewe Advisors reported no remaining Endava position as of Q3 2024 after selling out during the quarter.
Crewe Advisors sold 388 Endava shares in Q3 2024, an estimated $11.3K.
Crewe Advisors first reported a position in Endava in Q2 2024 and held it in 1 quarter.
Crewe Advisors's Endava position peaked at $11.3K in Q2 2024.
156 funds tracked by Wall St. Rank held Endava as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.