Evelyn V. Moreno’s Capital One COF Stock Holding History

Evelyn V. Moreno’s Portfolio COF Stock Details COF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,011	Closed	-$466K	–	137
2022 Q4	$466K	Hold	5,011	–	–	0.11%	99
2022 Q3	$462K	Buy	5,011 +625	+14%	+$66.5K	0.21%	84
2022 Q2	$457K	Buy	+4,386	New	+$536K	0.11%	91

Other funds holding COF

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Evelyn V. Moreno's COF Position: Q1 2023 in Review

Evelyn V. Moreno sold out of Capital One (COF) in Q1 2023, closing a stake of 5,011 shares — an estimated $466K sold.

Evelyn V. Moreno first reported a position in COF in Q2 2022 and held it in 3 quarters. The position peaked at $466K in Q4 2022. 1,006 funds tracked by Wall St. Rank hold COF as of Q1 2023.

Evelyn V. Moreno reported no remaining Capital One position as of Q1 2023 after selling out during the quarter.
Evelyn V. Moreno sold 5,011 Capital One shares in Q1 2023, an estimated $466K.
Evelyn V. Moreno first reported a position in Capital One in Q2 2022 and held it in 3 quarters.
Evelyn V. Moreno's Capital One position peaked at $466K in Q4 2022.
1,006 funds tracked by Wall St. Rank held Capital One as of Q1 2023.

Based on Evelyn V. Moreno's 13F filing for Q1 2023, filed 12 May 2023.