MSFP
EDR

Mark Sheptoff Financial Planning’s Endeavor Group Holdings, Inc. EDR Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio EDR Stock Details EDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20
Closed -$626 – 474
2024
Q4 		$626 Hold
20
– – ﹤0.01% 413
2024
Q3 		$571 Hold
20
– – ﹤0.01% 414
2024
Q2 		$541 Hold
20
– – ﹤0.01% 413
2024
Q1 		$515 Hold
20
– – ﹤0.01% 385
2023
Q4 		$475 Hold
20
– – ﹤0.01% 379
2023
Q3 		$398 Hold
20
– – ﹤0.01% 369
2023
Q2 		$478 Buy
+20
New +$471 ﹤0.01% 376

Other funds holding EDR

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Mark Sheptoff Financial Planning's EDR Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of Endeavor Group Holdings, Inc. (EDR) in Q1 2025, closing a stake of 20 shares — an estimated $626 sold.

Mark Sheptoff Financial Planning first reported a position in EDR in Q2 2023 and held it in 7 quarters. The position peaked at $626 in Q4 2024. 2 funds tracked by Wall St. Rank hold EDR as of Q1 2025.

  • Mark Sheptoff Financial Planning reported no remaining Endeavor Group Holdings, Inc. position as of Q1 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 20 Endeavor Group Holdings, Inc. shares in Q1 2025, an estimated $626.
  • Mark Sheptoff Financial Planning first reported a position in Endeavor Group Holdings, Inc. in Q2 2023 and held it in 7 quarters.
  • Mark Sheptoff Financial Planning's Endeavor Group Holdings, Inc. position peaked at $626 in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Endeavor Group Holdings, Inc. as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.