MA
EGLE

Montag & Associates’s Eagle Bulk Shipping Inc. EGLE Stock Holding History

Montag & Associates’s Portfolio EGLE Stock Details EGLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-250
Closed -$15.6K – 1009
2024
Q1 		$15.6K Hold
250
– – ﹤0.01% 719
2023
Q4 		$13.8K Hold
250
– – ﹤0.01% 733
2023
Q3 		$10.5K Buy
+250
New +$11K ﹤0.01% 731

Other funds holding EGLE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Montag & Associates's EGLE Position: Q2 2024 in Review

Montag & Associates sold out of Eagle Bulk Shipping Inc. (EGLE) in Q2 2024, closing a stake of 250 shares — an estimated $15.6K sold.

Montag & Associates first reported a position in EGLE in Q3 2023 and held it in 3 quarters. The position peaked at $15.6K in Q1 2024. 2 funds tracked by Wall St. Rank hold EGLE as of Q2 2024.

  • Montag & Associates reported no remaining Eagle Bulk Shipping Inc. position as of Q2 2024 after selling out during the quarter.
  • Montag & Associates sold 250 Eagle Bulk Shipping Inc. shares in Q2 2024, an estimated $15.6K.
  • Montag & Associates first reported a position in Eagle Bulk Shipping Inc. in Q3 2023 and held it in 3 quarters.
  • Montag & Associates's Eagle Bulk Shipping Inc. position peaked at $15.6K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Eagle Bulk Shipping Inc. as of Q2 2024.

Based on Montag & Associates's 13F filing for Q2 2024, filed 31 Jul 2024.