FMP
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Financial Management Professionals’s ePlus PLUS Stock Holding History

Financial Management Professionals’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-536
Closed -$30K – 1016
2023
Q2 		$30K Buy
+536
New +$26.4K 0.01% 334

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Financial Management Professionals's PLUS Position: Q3 2023 in Review

Financial Management Professionals sold out of ePlus (PLUS) in Q3 2023, closing a stake of 536 shares — an estimated $30K sold.

Financial Management Professionals first reported a position in PLUS in Q2 2023 and held it in 1 quarter. The position peaked at $30K in Q2 2023. 216 funds tracked by Wall St. Rank hold PLUS as of Q3 2023.

  • Financial Management Professionals reported no remaining ePlus position as of Q3 2023 after selling out during the quarter.
  • Financial Management Professionals sold 536 ePlus shares in Q3 2023, an estimated $30K.
  • Financial Management Professionals first reported a position in ePlus in Q2 2023 and held it in 1 quarter.
  • Financial Management Professionals's ePlus position peaked at $30K in Q2 2023.
  • 216 funds tracked by Wall St. Rank held ePlus as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.