EWA
EGLE

EverSource Wealth Advisors’s Eagle Bulk Shipping Inc. EGLE Stock Holding History

EverSource Wealth Advisors’s Portfolio EGLE Stock Details EGLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-21
Closed -$1K – 2473
2022
Q3 		$1K Buy
+21
New +$994 ﹤0.01% 1955

Other funds holding EGLE

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

EverSource Wealth Advisors's EGLE Position: Q4 2022 in Review

EverSource Wealth Advisors sold out of Eagle Bulk Shipping Inc. (EGLE) in Q4 2022, closing a stake of 21 shares — an estimated $1K sold.

EverSource Wealth Advisors first reported a position in EGLE in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 140 funds tracked by Wall St. Rank hold EGLE as of Q4 2022.

  • EverSource Wealth Advisors reported no remaining Eagle Bulk Shipping Inc. position as of Q4 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 21 Eagle Bulk Shipping Inc. shares in Q4 2022, an estimated $1K.
  • EverSource Wealth Advisors first reported a position in Eagle Bulk Shipping Inc. in Q3 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's Eagle Bulk Shipping Inc. position peaked at $1K in Q3 2022.
  • 140 funds tracked by Wall St. Rank held Eagle Bulk Shipping Inc. as of Q4 2022.

Based on EverSource Wealth Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.