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Engineers Gate Manager’s Franklin Covey FC Stock Holding History

Engineers Gate Manager’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,126
Closed -$224K – 2268
2025
Q1 		$224K Sell
8,126
-5,729
-41% -$190K ﹤0.01% 1841
2024
Q4 		$521K Buy
13,855
+2,776
+25% +$107K 0.01% 1395
2024
Q3 		$456K Buy
11,079
+2,299
+26% +$92.1K 0.01% 1420
2024
Q2 		$334K Sell
8,780
-844
-9% -$31.7K 0.01% 1407
2024
Q1 		$378K Sell
9,624
-859
-8% -$34.3K 0.01% 1347
2023
Q4 		$456K Sell
10,483
-3,374
-24% -$134K 0.01% 1231
2023
Q3 		$595K Sell
13,857
-1,520
-10% -$67.4K 0.02% 970
2023
Q2 		$672K Buy
15,377
+3,371
+28% +$125K 0.03% 897
2023
Q1 		$462K Buy
12,006
+358
+3% +$16.5K 0.02% 1012
2022
Q4 		$545K Buy
11,648
+268
+2% +$13.1K 0.03% 838
2022
Q3 		$517K Sell
11,380
-5,527
-33% -$274K 0.03% 791
2022
Q2 		$781K Buy
16,907
+11,963
+242% +$476K 0.03% 857
2022
Q1 		$224K Sell
4,944
-5,985
-55% -$277K 0.01% 1572
2021
Q4 		$507K Sell
10,929
-1,010
-8% -$44.8K 0.02% 1046
2021
Q3 		$487K Buy
+11,939
New +$460K 0.03% 894
2021
Q2 		– Sell
-7,335
Closed -$208K – 1729
2021
Q1 		$208K Sell
7,335
-1,797
-20% -$47K 0.01% 1579
2020
Q4 		$203K Sell
9,132
-13,579
-60% -$282K 0.01% 1500
2020
Q3 		$403K Buy
22,711
+5,075
+29% +$97.4K 0.02% 1099
2020
Q2 		$377K Sell
17,636
-7,644
-30% -$155K 0.02% 1102
2020
Q1 		$393K Buy
25,280
+16,170
+177% +$463K 0.03% 905
2019
Q4 		$294K Buy
+9,110
New +$330K 0.01% 1268

Other funds holding FC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

Engineers Gate Manager's FC Position: Q2 2025 in Review

Engineers Gate Manager sold out of Franklin Covey (FC) in Q2 2025, closing a stake of 8,126 shares — an estimated $224K sold.

Engineers Gate Manager first reported a position in FC in Q4 2019 and held it in 21 quarters. The position peaked at $781K in Q2 2022. 121 funds tracked by Wall St. Rank hold FC as of Q2 2025.

  • Engineers Gate Manager reported no remaining Franklin Covey position as of Q2 2025 after selling out during the quarter.
  • Engineers Gate Manager sold 8,126 Franklin Covey shares in Q2 2025, an estimated $224K.
  • Engineers Gate Manager first reported a position in Franklin Covey in Q4 2019 and held it in 21 quarters.
  • Engineers Gate Manager's Franklin Covey position peaked at $781K in Q2 2022.
  • 121 funds tracked by Wall St. Rank held Franklin Covey as of Q2 2025.

Based on Engineers Gate Manager's 13F filing for Q2 2025, filed 14 Aug 2025.