Millstone Evans Group’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Millstone Evans Group’s Portfolio ROIC Stock Details ROIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-760	Closed	-$13.2K	–	812
2024 Q4	$13.2K	Buy	+760	New	+$12.7K	0.01%	465

Other funds holding ROIC

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Millstone Evans Group's ROIC Position: Q1 2025 in Review

Millstone Evans Group sold out of Retail Opportunity Investments Corp. (ROIC) in Q1 2025, closing a stake of 760 shares — an estimated $13.2K sold.

Millstone Evans Group first reported a position in ROIC in Q4 2024 and held it in 1 quarter. The position peaked at $13.2K in Q4 2024. 3 funds tracked by Wall St. Rank hold ROIC as of Q1 2025.

Millstone Evans Group reported no remaining Retail Opportunity Investments Corp. position as of Q1 2025 after selling out during the quarter.
Millstone Evans Group sold 760 Retail Opportunity Investments Corp. shares in Q1 2025, an estimated $13.2K.
Millstone Evans Group first reported a position in Retail Opportunity Investments Corp. in Q4 2024 and held it in 1 quarter.
Millstone Evans Group's Retail Opportunity Investments Corp. position peaked at $13.2K in Q4 2024.
3 funds tracked by Wall St. Rank held Retail Opportunity Investments Corp. as of Q1 2025.

Based on Millstone Evans Group's 13F filing for Q1 2025, filed 5 May 2025.