ECG
COIN icon

EPIQ Capital Group’s Coinbase COIN Stock Holding History

EPIQ Capital Group’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$339K Hold
1,367
– – 0.09% 55
2024
Q3 		$244K Buy
1,367
+150
+12% +$30K 0.07% 60
2024
Q2 		$270K Hold
1,217
– – 0.1% 51
2024
Q1 		$323K Sell
1,217
-1,921
-61% -$346K 0.13% 45
2023
Q4 		$546K Hold
3,138
– – 0.25% 28
2023
Q3 		$236K Sell
3,138
-1,125
-26% -$94.8K 0.12% 48
2023
Q2 		$305K Sell
4,263
-58
-1% -$3.46K 0.15% 39
2023
Q1 		$292K Buy
+4,321
New +$259K 0.15% 41
2022
Q4 		– Sell
-4,582
Closed -$295K – 50
2022
Q3 		$295K Hold
4,582
– – 0.15% 35
2022
Q2 		$215K Buy
4,582
+261
+6% +$24.8K 0.08% 42
2022
Q1 		$820K Hold
4,321
– – 0.22% 27
2021
Q4 		$1.09M Hold
4,321
– – 0.19% 26
2021
Q3 		$983K Sell
4,321
-3,828
-47% -$942K 0.1% 28
2021
Q2 		$2.06M Buy
+8,149
New +$2.12M 0.22% 15

Other funds holding COIN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $1.03B AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EPIQ Capital Group's COIN Position: Q4 2024 in Review

EPIQ Capital Group held its Coinbase (COIN) position steady in Q4 2024 at 1,367 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #55.

EPIQ Capital Group first reported a position in COIN in Q2 2021 and has held it in 14 quarters since. The position peaked at $2.06M in Q2 2021. 1,029 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

  • EPIQ Capital Group held 1,367 shares of Coinbase worth $339K as of Q4 2024.
  • EPIQ Capital Group left its Coinbase share count unchanged in Q4 2024.
  • Coinbase made up 0.09% of EPIQ Capital Group's portfolio in Q4 2024, its #55 holding.
  • EPIQ Capital Group first reported a position in Coinbase in Q2 2021 and has held it in 14 quarters since.
  • EPIQ Capital Group's Coinbase position peaked at $2.06M in Q2 2021.
  • 1,029 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.