Lindbrook Capital’s ePlus PLUS Stock Holding History

Lindbrook Capital’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
2025 Q1	$1.22K	Buy	20 +12	+150%	+$849	﹤0.01%	2408
2024 Q4	$591	Hold	8	–	–	﹤0.01%	2579
2024 Q3	$787	Hold	8	–	–	﹤0.01%	2561
2024 Q2	$589	Hold	8	–	–	﹤0.01%	2578
2024 Q1	$628	Hold	8	–	–	﹤0.01%	2497
2023 Q4	$639	Buy	+8	New	+$535	﹤0.01%	2550
2022 Q4	–	Sell	-12	Closed	–	–	2971
2022 Q3	$0	Buy	+12	New	+$587	﹤0.01%	2846
2020 Q2	–	Sell	-70	Closed	-$2K	–	1851
2020 Q1	$2K	Hold	70	–	–	﹤0.01%	1326
2019 Q4	$3K	Hold	70	–	–	﹤0.01%	1231
2019 Q3	$3K	Hold	70	–	–	﹤0.01%	1203
2019 Q2	$2K	Buy	+70	New	+$2.91K	﹤0.01%	1257

Other funds holding PLUS

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Lindbrook Capital's PLUS Position: Q1 2025 in Review

Lindbrook Capital increased its ePlus (PLUS) stake by 150% in Q1 2025, buying an estimated $849 and bringing the position to 20 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

Lindbrook Capital first reported a position in PLUS in Q2 2019 and has held it in 11 quarters since. The position peaked at $3K in Q4 2019. 243 funds tracked by Wall St. Rank hold PLUS as of Q1 2025.

Lindbrook Capital held 20 shares of ePlus worth $1.22K as of Q1 2025.
Lindbrook Capital bought 12 ePlus shares in Q1 2025, an estimated $849.
ePlus made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2408 holding.
Lindbrook Capital first reported a position in ePlus in Q2 2019 and has held it in 11 quarters since.
Lindbrook Capital's ePlus position peaked at $3K in Q4 2019.
243 funds tracked by Wall St. Rank held ePlus as of Q1 2025.

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