EP Wealth Advisors’s Scorpio Tankers STNG Stock Holding History

EP Wealth Advisors’s Portfolio STNG Stock Details STNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,740	Closed	-$552K	–	1315
2024 Q3	$552K	Buy	+7,740	New	+$565K	﹤0.01%	658

Other funds holding STNG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EP Wealth Advisors's STNG Position: Q4 2024 in Review

EP Wealth Advisors sold out of Scorpio Tankers (STNG) in Q4 2024, closing a stake of 7,740 shares — an estimated $552K sold.

EP Wealth Advisors first reported a position in STNG in Q3 2024 and held it in 1 quarter. The position peaked at $552K in Q3 2024. 256 funds tracked by Wall St. Rank hold STNG as of Q4 2024.

EP Wealth Advisors reported no remaining Scorpio Tankers position as of Q4 2024 after selling out during the quarter.
EP Wealth Advisors sold 7,740 Scorpio Tankers shares in Q4 2024, an estimated $552K.
EP Wealth Advisors first reported a position in Scorpio Tankers in Q3 2024 and held it in 1 quarter.
EP Wealth Advisors's Scorpio Tankers position peaked at $552K in Q3 2024.
256 funds tracked by Wall St. Rank held Scorpio Tankers as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.