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 $8.48B AUM 99.04% 1-Year Est. Return

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

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

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

Geode Capital Management

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

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

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return