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IQ EQ Fund Management’s Trupanion TRUP Stock Holding History

IQ EQ Fund Management’s Portfolio TRUP Stock Details TRUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,822
Closed -$277K – 311
2023
Q3 		$277K Buy
+9,822
New +$279K 0.06% 203
2023
Q2 		– Sell
-5,559
Closed -$238K – 257
2023
Q1 		$238K Buy
+5,559
New +$301K 0.05% 218

Other funds holding TRUP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

IQ EQ Fund Management's TRUP Position: Q4 2023 in Review

IQ EQ Fund Management sold out of Trupanion (TRUP) in Q4 2023, closing a stake of 9,822 shares — an estimated $277K sold.

IQ EQ Fund Management first reported a position in TRUP in Q1 2023 and held it in 2 quarters. The position peaked at $277K in Q3 2023. 214 funds tracked by Wall St. Rank hold TRUP as of Q4 2023.

  • IQ EQ Fund Management reported no remaining Trupanion position as of Q4 2023 after selling out during the quarter.
  • IQ EQ Fund Management sold 9,822 Trupanion shares in Q4 2023, an estimated $277K.
  • IQ EQ Fund Management first reported a position in Trupanion in Q1 2023 and held it in 2 quarters.
  • IQ EQ Fund Management's Trupanion position peaked at $277K in Q3 2023.
  • 214 funds tracked by Wall St. Rank held Trupanion as of Q4 2023.

Based on IQ EQ Fund Management's 13F filing for Q4 2023, filed 9 Feb 2024.