Morton Brown Family Wealth’s EVgo EVGO Stock Holding History

Morton Brown Family Wealth’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
2024 Q1	–	Sell	-1,000	Closed	-$3.58K	–	246
2023 Q4	$3.58K	Buy	+1,000	New	+$2.96K	﹤0.01%	218

Other funds holding EVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morton Brown Family Wealth's EVGO Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of EVgo (EVGO) in Q1 2024, closing a stake of 1,000 shares — an estimated $3.58K sold.

Morton Brown Family Wealth first reported a position in EVGO in Q4 2023 and held it in 1 quarter. The position peaked at $3.58K in Q4 2023. 179 funds tracked by Wall St. Rank hold EVGO as of Q1 2024.

Morton Brown Family Wealth reported no remaining EVgo position as of Q1 2024 after selling out during the quarter.
Morton Brown Family Wealth sold 1,000 EVgo shares in Q1 2024, an estimated $3.58K.
Morton Brown Family Wealth first reported a position in EVgo in Q4 2023 and held it in 1 quarter.
Morton Brown Family Wealth's EVgo position peaked at $3.58K in Q4 2023.
179 funds tracked by Wall St. Rank held EVgo as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.