Lindbrook Capital’s DocGo DCGO Stock Holding History

Lindbrook Capital’s Portfolio DCGO Stock Details DCGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-295	Closed	-$1.25K	–	2817
2024 Q4	$1.25K	Hold	295	–	–	﹤0.01%	2440
2024 Q3	$979	Buy	+295	New	+$1K	﹤0.01%	2509

Other funds holding DCGO

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

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

DMKJ

David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lindbrook Capital's DCGO Position: Q1 2025 in Review

Lindbrook Capital sold out of DocGo (DCGO) in Q1 2025, closing a stake of 295 shares — an estimated $1.25K sold.

Lindbrook Capital first reported a position in DCGO in Q3 2024 and held it in 2 quarters. The position peaked at $1.25K in Q4 2024. 135 funds tracked by Wall St. Rank hold DCGO as of Q1 2025.

Lindbrook Capital reported no remaining DocGo position as of Q1 2025 after selling out during the quarter.
Lindbrook Capital sold 295 DocGo shares in Q1 2025, an estimated $1.25K.
Lindbrook Capital first reported a position in DocGo in Q3 2024 and held it in 2 quarters.
Lindbrook Capital's DocGo position peaked at $1.25K in Q4 2024.
135 funds tracked by Wall St. Rank held DocGo as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.