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EP Wealth Advisors’s Darling Ingredients DAR Stock Holding History

EP Wealth Advisors’s Portfolio DAR Stock Details DAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,864
Closed -$358K – 820
2023
Q3 		$358K Sell
6,864
-9,661
-58% -$604K 0.01% 525
2023
Q2 		$427K Buy
16,525
+9,994
+153% +$609K 0.01% 500
2023
Q1 		$228K Buy
+6,531
New +$411K ﹤0.01% 550

Other funds holding DAR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EP Wealth Advisors's DAR Position: Q4 2023 in Review

EP Wealth Advisors sold out of Darling Ingredients (DAR) in Q4 2023, closing a stake of 6,864 shares — an estimated $358K sold.

EP Wealth Advisors first reported a position in DAR in Q1 2023 and held it in 3 quarters. The position peaked at $427K in Q2 2023. 542 funds tracked by Wall St. Rank hold DAR as of Q4 2023.

  • EP Wealth Advisors reported no remaining Darling Ingredients position as of Q4 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 6,864 Darling Ingredients shares in Q4 2023, an estimated $358K.
  • EP Wealth Advisors first reported a position in Darling Ingredients in Q1 2023 and held it in 3 quarters.
  • EP Wealth Advisors's Darling Ingredients position peaked at $427K in Q2 2023.
  • 542 funds tracked by Wall St. Rank held Darling Ingredients as of Q4 2023.

Based on EP Wealth Advisors's 13F filing for Q4 2023, filed 28 Feb 2024.