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Elmwood Wealth Management’s EOG Resources EOG Stock Holding History

Elmwood Wealth Management’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-5,065
Closed -$533K – 281
2020
Q1 		$533K Buy
5,065
+1,135
+29% +$73.8K 0.51% 66
2019
Q4 		$329K Sell
3,930
-510
-11% -$37.4K 0.29% 76
2019
Q3 		$330K Buy
4,440
+675
+18% +$54.7K 0.33% 67
2019
Q2 		$351K Hold
3,765
– – 0.31% 74
2019
Q1 		$358K Sell
3,765
-110
-3% -$10.5K 0.33% 73
2018
Q4 		$338K Sell
3,875
-725
-16% -$77.7K 0.33% 77
2018
Q3 		$587K Sell
4,600
-265
-5% -$32.2K 0.49% 70
2018
Q2 		$605K Sell
4,865
-200
-4% -$23.2K 0.55% 64
2018
Q1 		$533K Buy
+5,065
New +$546K 0.51% 66

Other funds holding EOG

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elmwood Wealth Management's EOG Position: Q2 2020 in Review

Elmwood Wealth Management sold out of EOG Resources (EOG) in Q2 2020, closing a stake of 5,065 shares — an estimated $533K sold.

Elmwood Wealth Management first reported a position in EOG in Q1 2018 and held it in 9 quarters. The position peaked at $605K in Q2 2018. 823 funds tracked by Wall St. Rank hold EOG as of Q2 2020.

  • Elmwood Wealth Management reported no remaining EOG Resources position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 5,065 EOG Resources shares in Q2 2020, an estimated $533K.
  • Elmwood Wealth Management first reported a position in EOG Resources in Q1 2018 and held it in 9 quarters.
  • Elmwood Wealth Management's EOG Resources position peaked at $605K in Q2 2018.
  • 823 funds tracked by Wall St. Rank held EOG Resources as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.