LIS
PLUS icon

Legacy Investment Solutions’s ePlus PLUS Stock Holding History

Legacy Investment Solutions’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$423 Buy
+6
New +$524 ﹤0.01% 679

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Legacy Investment Solutions's PLUS Position: Q4 2024 in Review

Legacy Investment Solutions opened a new position in ePlus (PLUS) in Q4 2024: 6 shares worth $423. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings.

241 funds tracked by Wall St. Rank hold PLUS as of Q4 2024.

  • Legacy Investment Solutions held 6 shares of ePlus worth $423 as of Q4 2024.
  • ePlus was a new Legacy Investment Solutions position in Q4 2024.
  • ePlus made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #679 holding.
  • 241 funds tracked by Wall St. Rank held ePlus as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.