Ivy Lane Capital Management’s Electronic Arts EA Stock Holding History

Ivy Lane Capital Management’s Portfolio EA Stock Details EA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-74,000	Closed	-$10.8M	–	16
2024 Q4	$10.8M	Hold	74,000	–	–	5.84%	8
2024 Q3	$10.6M	Hold	74,000	–	–	6%	7
2024 Q2	$10.3M	Hold	74,000	–	–	5.99%	8
2024 Q1	$9.82M	Hold	74,000	–	–	6.01%	8
2023 Q4	$10.1M	Hold	74,000	–	–	6.44%	7
2023 Q3	$8.91M	Buy	74,000 +3,000	+4%	+$378K	6.67%	7
2023 Q2	$9.21M	Hold	71,000	–	–	6.79%	6
2023 Q1	$8.55M	Buy	+71,000	New	+$8.34M	7.22%	8

Other funds holding EA

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ivy Lane Capital Management's EA Position: Q1 2025 in Review

Ivy Lane Capital Management sold out of Electronic Arts (EA) in Q1 2025, closing a stake of 74,000 shares — an estimated $10.8M sold.

Ivy Lane Capital Management first reported a position in EA in Q1 2023 and held it in 8 quarters. The position peaked at $10.8M in Q4 2024. 965 funds tracked by Wall St. Rank hold EA as of Q1 2025.

Ivy Lane Capital Management reported no remaining Electronic Arts position as of Q1 2025 after selling out during the quarter.
Ivy Lane Capital Management sold 74,000 Electronic Arts shares in Q1 2025, an estimated $10.8M.
Ivy Lane Capital Management first reported a position in Electronic Arts in Q1 2023 and held it in 8 quarters.
Ivy Lane Capital Management's Electronic Arts position peaked at $10.8M in Q4 2024.
965 funds tracked by Wall St. Rank held Electronic Arts as of Q1 2025.

Based on Ivy Lane Capital Management's 13F filing for Q1 2025, filed 7 May 2025.