Halpern Financial’s Eagle Bancorp EGBN Stock Holding History

Halpern Financial’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
2020 Q1	–	Sell	-720	Closed	-$35K	–	168
2019 Q4	$35K	Buy	+720	New	+$32.6K	0.03%	64

Other funds holding EGBN

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Halpern Financial's EGBN Position: Q1 2020 in Review

Halpern Financial sold out of Eagle Bancorp (EGBN) in Q1 2020, closing a stake of 720 shares — an estimated $35K sold.

Halpern Financial first reported a position in EGBN in Q4 2019 and held it in 1 quarter. The position peaked at $35K in Q4 2019. 158 funds tracked by Wall St. Rank hold EGBN as of Q1 2020.

Halpern Financial reported no remaining Eagle Bancorp position as of Q1 2020 after selling out during the quarter.
Halpern Financial sold 720 Eagle Bancorp shares in Q1 2020, an estimated $35K.
Halpern Financial first reported a position in Eagle Bancorp in Q4 2019 and held it in 1 quarter.
Halpern Financial's Eagle Bancorp position peaked at $35K in Q4 2019.
158 funds tracked by Wall St. Rank held Eagle Bancorp as of Q1 2020.

Based on Halpern Financial's 13F filing for Q1 2020, filed 21 Sep 2023.