Crown Advisors Management’s DocGo DCGO Stock Holding History

Crown Advisors Management’s Portfolio DCGO Stock Details DCGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-50,000	Closed	-$166K	–	39
2024 Q3	$166K	Hold	50,000	–	–	0.11%	41
2024 Q2	$154K	Sell	50,000 -100,000	-67%	-$329K	0.1%	41
2024 Q1	$606K	Sell	150,000 -50,000	-25%	-$189K	0.37%	42
2023 Q4	$1.12M	Buy	200,000 +100,000	+100%	+$574K	0.77%	38
2023 Q3	$533K	Sell	100,000 -100,000	-50%	-$812K	0.38%	45
2023 Q2	$1.87M	Hold	200,000	–	–	1.22%	33
2023 Q1	$1.73M	Hold	200,000	–	–	1.29%	35
2022 Q4	$1.41M	Buy	+200,000	New	+$1.68M	1.29%	32

Other funds holding DCGO

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

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

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

DMKJ

David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $131M AUM 35.16% 1-Year Est. Return

Crown Advisors Management's DCGO Position: Q4 2024 in Review

Crown Advisors Management sold out of DocGo (DCGO) in Q4 2024, closing a stake of 50,000 shares — an estimated $166K sold.

Crown Advisors Management first reported a position in DCGO in Q4 2022 and held it in 8 quarters. The position peaked at $1.87M in Q2 2023. 128 funds tracked by Wall St. Rank hold DCGO as of Q4 2024.

Crown Advisors Management reported no remaining DocGo position as of Q4 2024 after selling out during the quarter.
Crown Advisors Management sold 50,000 DocGo shares in Q4 2024, an estimated $166K.
Crown Advisors Management first reported a position in DocGo in Q4 2022 and held it in 8 quarters.
Crown Advisors Management's DocGo position peaked at $1.87M in Q2 2023.
128 funds tracked by Wall St. Rank held DocGo as of Q4 2024.

Based on Crown Advisors Management's 13F filing for Q4 2024, filed 11 Feb 2025.