Gradient Investments’s EVgo EVGO Stock Holding History

Gradient Investments’s Portfolio EVGO Stock Details EVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-549	Closed	-$1.34K	–	620
2024 Q2	$1.34K	Buy	549 +69	+14%	+$141	﹤0.01%	1039
2024 Q1	$1.21K	Buy	+480	New	+$1.25K	﹤0.01%	884
2023 Q3	–	Sell	-1	Closed	-$4	–	1839
2023 Q2	$4	Buy	+1	New	+$5	﹤0.01%	1759

Other funds holding EVGO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Gradient Investments's EVGO Position: Q3 2024 in Review

Gradient Investments sold out of EVgo (EVGO) in Q3 2024, closing a stake of 549 shares — an estimated $1.34K sold.

Gradient Investments first reported a position in EVGO in Q2 2023 and held it in 3 quarters. The position peaked at $1.34K in Q2 2024. 188 funds tracked by Wall St. Rank hold EVGO as of Q3 2024.

Gradient Investments reported no remaining EVgo position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 549 EVgo shares in Q3 2024, an estimated $1.34K.
Gradient Investments first reported a position in EVgo in Q2 2023 and held it in 3 quarters.
Gradient Investments's EVgo position peaked at $1.34K in Q2 2024.
188 funds tracked by Wall St. Rank held EVgo as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.