GI
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Gradient Investments’s Eagle Bancorp EGBN Stock Holding History

Gradient Investments’s Portfolio EGBN Stock Details EGBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-40
Closed -$1.21K – 1395
2023
Q4 		$1.21K Hold
40
– – ﹤0.01% 1365
2023
Q3 		$858 Hold
40
– – ﹤0.01% 1420
2023
Q2 		$846 Buy
+40
New +$942 ﹤0.01% 1412

Other funds holding EGBN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Gradient Investments's EGBN Position: Q1 2024 in Review

Gradient Investments sold out of Eagle Bancorp (EGBN) in Q1 2024, closing a stake of 40 shares — an estimated $1.21K sold.

Gradient Investments first reported a position in EGBN in Q2 2023 and held it in 3 quarters. The position peaked at $1.21K in Q4 2023. 188 funds tracked by Wall St. Rank hold EGBN as of Q1 2024.

  • Gradient Investments reported no remaining Eagle Bancorp position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 40 Eagle Bancorp shares in Q1 2024, an estimated $1.21K.
  • Gradient Investments first reported a position in Eagle Bancorp in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's Eagle Bancorp position peaked at $1.21K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Eagle Bancorp as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.