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New Age Alpha Advisors’s ePlus PLUS Stock Holding History

New Age Alpha Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,424
Closed -$105K – 1000
2024
Q4 		$105K Buy
+1,424
New +$124K ﹤0.01% 735

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New Age Alpha Advisors's PLUS Position: Q1 2025 in Review

New Age Alpha Advisors sold out of ePlus (PLUS) in Q1 2025, closing a stake of 1,424 shares — an estimated $105K sold.

New Age Alpha Advisors first reported a position in PLUS in Q4 2024 and held it in 1 quarter. The position peaked at $105K in Q4 2024. 243 funds tracked by Wall St. Rank hold PLUS as of Q1 2025.

  • New Age Alpha Advisors reported no remaining ePlus position as of Q1 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 1,424 ePlus shares in Q1 2025, an estimated $105K.
  • New Age Alpha Advisors first reported a position in ePlus in Q4 2024 and held it in 1 quarter.
  • New Age Alpha Advisors's ePlus position peaked at $105K in Q4 2024.
  • 243 funds tracked by Wall St. Rank held ePlus as of Q1 2025.

Based on New Age Alpha Advisors's 13F filing for Q1 2025, filed 9 May 2025.