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Marotta Asset Management’s Educational Development Corp EDUC Stock Holding History

Marotta Asset Management’s Portfolio EDUC Stock Details EDUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,700
Closed -$23.4K – 112
2024
Q2 		$23.4K Buy
+12,700
New +$26.4K ﹤0.01% 110

Other funds holding EDUC

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $244M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marotta Asset Management's EDUC Position: Q3 2024 in Review

Marotta Asset Management sold out of Educational Development Corp (EDUC) in Q3 2024, closing a stake of 12,700 shares — an estimated $23.4K sold.

Marotta Asset Management first reported a position in EDUC in Q2 2024 and held it in 1 quarter. The position peaked at $23.4K in Q2 2024. 18 funds tracked by Wall St. Rank hold EDUC as of Q3 2024.

  • Marotta Asset Management reported no remaining Educational Development Corp position as of Q3 2024 after selling out during the quarter.
  • Marotta Asset Management sold 12,700 Educational Development Corp shares in Q3 2024, an estimated $23.4K.
  • Marotta Asset Management first reported a position in Educational Development Corp in Q2 2024 and held it in 1 quarter.
  • Marotta Asset Management's Educational Development Corp position peaked at $23.4K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held Educational Development Corp as of Q3 2024.

Based on Marotta Asset Management's 13F filing for Q3 2024, filed 3 Oct 2024.