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EA Series Trust’s Tiptree Inc TIPT Stock Holding History

EA Series Trust’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$1.81M Buy
+120,456
New +$1.68M 0.06% 429

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

EA Series Trust's TIPT Position: Q2 2023 in Review

EA Series Trust opened a new position in Tiptree Inc (TIPT) in Q2 2023: 120,456 shares worth $1.81M. The stake represents 0.06% of the portfolio and ranks #429 among its holdings.

98 funds tracked by Wall St. Rank hold TIPT as of Q2 2023.

  • EA Series Trust held 120,456 shares of Tiptree Inc worth $1.81M as of Q2 2023.
  • Tiptree Inc was a new EA Series Trust position in Q2 2023.
  • Tiptree Inc made up 0.06% of EA Series Trust's portfolio in Q2 2023, its #429 holding.
  • 98 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.