INVST’s Ecopetrol EC Stock Holding History

INVST’s Portfolio EC Stock Details EC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-67,394	Closed	-$802K	–	258
2023 Q4	$802K	Buy	67,394 +87	+0.1%	+$1.05K	0.1%	116
2023 Q3	$779K	Sell	67,307 -9,955	-13%	-$114K	0.11%	110
2023 Q2	$792K	Sell	77,262 -3,397	-4%	-$34.3K	0.11%	103
2023 Q1	$752K	Buy	+80,659	New	+$876K	0.12%	111

Other funds holding EC

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

INVST's EC Position: Q1 2024 in Review

INVST sold out of Ecopetrol (EC) in Q1 2024, closing a stake of 67,394 shares — an estimated $802K sold.

INVST first reported a position in EC in Q1 2023 and held it in 4 quarters. The position peaked at $802K in Q4 2023. 125 funds tracked by Wall St. Rank hold EC as of Q1 2024.

INVST reported no remaining Ecopetrol position as of Q1 2024 after selling out during the quarter.
INVST sold 67,394 Ecopetrol shares in Q1 2024, an estimated $802K.
INVST first reported a position in Ecopetrol in Q1 2023 and held it in 4 quarters.
INVST's Ecopetrol position peaked at $802K in Q4 2023.
125 funds tracked by Wall St. Rank held Ecopetrol as of Q1 2024.

Based on INVST's 13F filing for Q1 2024, filed 24 May 2024.