Evelyn V. Moreno’s T. Rowe Price TROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-40,253
| Closed | -$6.91M | – | 62 |
|
|
2021
Q1 | $6.91M | Sell |
40,253
-1,030
| -2% | -$169K | 1.65% | 29 |
|
|
2020
Q4 | $6.25M | Sell |
41,283
-1,200
| -3% | -$172K | 1.55% | 30 |
|
|
2020
Q3 | $5.45M | Sell |
42,483
-246
| -0.6% | -$32.5K | 1.47% | 30 |
|
|
2020
Q2 | $5.28M | Sell |
42,729
-910
| -2% | -$104K | 1.53% | 32 |
|
|
2020
Q1 | $4.26M | Sell |
43,639
-513
| -1% | -$62.8K | 1.45% | 36 |
|
|
2019
Q4 | $5.38M | Sell |
44,152
-920
| -2% | -$109K | 1.45% | 37 |
|
|
2019
Q3 | $5.15M | Sell |
45,072
-2,712
| -6% | -$302K | 1.41% | 37 |
|
|
2019
Q2 | $5.24M | Sell |
47,784
-2,854
| -6% | -$300K | 1.59% | 34 |
|
|
2019
Q1 | $5.07M | Sell |
50,638
-1,360
| -3% | -$131K | 1.5% | 34 |
|
|
2018
Q4 | $4.8M | Sell |
51,998
-9,276
| -15% | -$900K | 1.59% | 34 |
|
|
2018
Q3 | $6.69M | Sell |
61,274
-1,937
| -3% | -$224K | 1.87% | 27 |
|
|
2018
Q2 | $7.34M | Sell |
63,211
-11,325
| -15% | -$1.32M | 2.14% | 16 |
|
|
2018
Q1 | $8.05M | Sell |
74,536
-4,330
| -5% | -$482K | 2.46% | 12 |
|
|
2017
Q4 | $8.28M | Sell |
78,866
-9,589
| -11% | -$935K | 2.5% | 13 |
|
|
2017
Q3 | $8.02M | Sell |
88,455
-346
| -0.4% | -$28.6K | 2.4% | 13 |
|
|
2017
Q2 | $6.59M | Sell |
88,801
-504
| -0.6% | -$36K | 2.02% | 23 |
|
|
2017
Q1 | $6.09M | Buy |
89,305
+9,545
| +12% | +$677K | 1.85% | 28 |
|
|
2016
Q4 | $6M | Sell |
79,760
-195
| -0.2% | -$13.8K | 2.16% | 17 |
|
|
2016
Q3 | $5.32M | Buy |
79,955
+1,690
| +2% | +$118K | 1.95% | 18 |
|
|
2016
Q2 | $5.71M | Buy |
78,265
+625
| +0.8% | +$46.5K | 2.17% | 15 |
|
|
2016
Q1 | $5.7M | Buy |
77,640
+1,865
| +2% | +$129K | 2.21% | 11 |
|
|
2015
Q4 | $5.42M | Buy |
75,775
+32,315
| +74% | +$2.37M | 2.26% | 12 |
|
|
2015
Q3 | $3.02M | Buy |
43,460
+30
| +0.1% | +$2.22K | 1.3% | 41 |
|
|
2015
Q2 | $3.38M | Buy |
43,430
+875
| +2% | +$70.6K | 1.34% | 42 |
|
|
2015
Q1 | $3.45M | Sell |
42,555
-2,005
| -4% | -$165K | 1.3% | 42 |
|
|
2014
Q4 | $3.83M | Buy |
44,560
+100
| +0.2% | +$8.15K | 1.41% | 41 |
|
|
2014
Q3 | $3.49M | Buy |
44,460
+725
| +2% | +$58.2K | 1.34% | 42 |
|
|
2014
Q2 | $3.69M | Buy |
43,735
+2,295
| +6% | +$187K | 1.39% | 37 |
|
|
2014
Q1 | $3.41M | Buy |
41,440
+125
| +0.3% | +$10.1K | 1.34% | 40 |
|
|
2013
Q4 | $3.46M | Buy |
+41,315
| New | +$3.23M | 1.43% | 36 |
|
Other funds holding TROW
Evelyn V. Moreno's TROW Position: Q2 2021 in Review
Evelyn V. Moreno sold out of T. Rowe Price (TROW) in Q2 2021, closing a stake of 40,253 shares — an estimated $6.91M sold.
Evelyn V. Moreno first reported a position in TROW in Q4 2013 and held it in 30 quarters. The position peaked at $8.28M in Q4 2017. 1,075 funds tracked by Wall St. Rank hold TROW as of Q2 2021.
- Evelyn V. Moreno reported no remaining T. Rowe Price position as of Q2 2021 after selling out during the quarter.
- Evelyn V. Moreno sold 40,253 T. Rowe Price shares in Q2 2021, an estimated $6.91M.
- Evelyn V. Moreno first reported a position in T. Rowe Price in Q4 2013 and held it in 30 quarters.
- Evelyn V. Moreno's T. Rowe Price position peaked at $8.28M in Q4 2017.
- 1,075 funds tracked by Wall St. Rank held T. Rowe Price as of Q2 2021.
Based on Evelyn V. Moreno's 13F filing for Q2 2021, filed 14 Jul 2021.