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Loring Wolcott & Coolidge Fiduciary Advisors’s EVgo EVGO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio EVGO Stock Details EVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$894 – 604
2022
Q4 		$894 Hold
200
– – ﹤0.01% 566
2022
Q3 		$2K Hold
200
– – ﹤0.01% 581
2022
Q2 		$1K Hold
200
– – ﹤0.01% 620
2022
Q1 		$3K Hold
200
– – ﹤0.01% 607
2021
Q4 		$2K Hold
200
– – ﹤0.01% 693
2021
Q3 		$2K Hold
200
– – ﹤0.01% 708
2021
Q2 		$3K Buy
+200
New +$2.55K ﹤0.01% 788

Other funds holding EVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EVGO Position: Q1 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of EVgo (EVGO) in Q1 2023, closing a stake of 200 shares — an estimated $894 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EVGO in Q2 2021 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 183 funds tracked by Wall St. Rank hold EVGO as of Q1 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining EVgo position as of Q1 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 200 EVgo shares in Q1 2023, an estimated $894.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EVgo in Q2 2021 and held it in 7 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's EVgo position peaked at $3K in Q1 2022.
  • 183 funds tracked by Wall St. Rank held EVgo as of Q1 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2023, filed 2 May 2023.