Ellevest Inc’s Trupanion TRUP Stock Holding History

Ellevest Inc’s Portfolio TRUP Stock Details TRUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-61	Closed	-$2.62K	–	1521
2023 Q1	$2.62K	Buy	61 +37	+154%	+$2K	﹤0.01%	1388
2022 Q4	$1.14K	Buy	24 +9	+60%	+$468	﹤0.01%	1495
2022 Q3	$1K	Buy	15 +1	+7%	+$67	﹤0.01%	1527
2022 Q2	$1K	Buy	+14	New	+$953	﹤0.01%	1324
2020 Q1	–	Sell	-2	Closed	–	–	1295
2019 Q4	$0	Buy	+2	New	+$59	﹤0.01%	1058

Other funds holding TRUP

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Ellevest Inc's TRUP Position: Q2 2023 in Review

Ellevest Inc sold out of Trupanion (TRUP) in Q2 2023, closing a stake of 61 shares — an estimated $2.62K sold.

Ellevest Inc first reported a position in TRUP in Q4 2019 and held it in 5 quarters. The position peaked at $2.62K in Q1 2023. 191 funds tracked by Wall St. Rank hold TRUP as of Q2 2023.

Ellevest Inc reported no remaining Trupanion position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 61 Trupanion shares in Q2 2023, an estimated $2.62K.
Ellevest Inc first reported a position in Trupanion in Q4 2019 and held it in 5 quarters.
Ellevest Inc's Trupanion position peaked at $2.62K in Q1 2023.
191 funds tracked by Wall St. Rank held Trupanion as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.