DT
EWCZ

Diversified Trust’s European Wax Center EWCZ Stock Holding History

Diversified Trust’s Portfolio EWCZ Stock Details EWCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-32,390
Closed -$322K – 928
2024
Q2 		$322K Buy
32,390
+850
+3% +$9.66K 0.01% 672
2024
Q1 		$409K Buy
31,540
+9,175
+41% +$131K 0.01% 565
2023
Q4 		$304K Buy
22,365
+970
+5% +$14.1K 0.01% 660
2023
Q3 		$347K Buy
21,395
+2,795
+15% +$50.4K 0.01% 575
2023
Q2 		$347K Buy
18,600
+4,000
+27% +$71.6K 0.01% 572
2023
Q1 		$277K Hold
14,600
– – 0.01% 650
2022
Q4 		$182K Buy
14,600
+3,580
+32% +$51.5K 0.01% 736
2022
Q3 		$203K Buy
+11,020
New +$217K 0.01% 697

Other funds holding EWCZ

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diversified Trust's EWCZ Position: Q3 2024 in Review

Diversified Trust sold out of European Wax Center (EWCZ) in Q3 2024, closing a stake of 32,390 shares — an estimated $322K sold.

Diversified Trust first reported a position in EWCZ in Q3 2022 and held it in 8 quarters. The position peaked at $409K in Q1 2024. 127 funds tracked by Wall St. Rank hold EWCZ as of Q3 2024.

  • Diversified Trust reported no remaining European Wax Center position as of Q3 2024 after selling out during the quarter.
  • Diversified Trust sold 32,390 European Wax Center shares in Q3 2024, an estimated $322K.
  • Diversified Trust first reported a position in European Wax Center in Q3 2022 and held it in 8 quarters.
  • Diversified Trust's European Wax Center position peaked at $409K in Q1 2024.
  • 127 funds tracked by Wall St. Rank held European Wax Center as of Q3 2024.

Based on Diversified Trust's 13F filing for Q3 2024, filed 7 Oct 2024.