NewEdge Advisors’s ePlus PLUS Stock Holding History

NewEdge 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
2023 Q1	–	Sell	-315	Closed	-$13.9K	–	3954
2022 Q4	$13.9K	Buy	+315	New	+$14.7K	﹤0.01%	2258

Other funds holding PLUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

NewEdge Advisors's PLUS Position: Q1 2023 in Review

NewEdge Advisors sold out of ePlus (PLUS) in Q1 2023, closing a stake of 315 shares — an estimated $13.9K sold.

NewEdge Advisors first reported a position in PLUS in Q4 2022 and held it in 1 quarter. The position peaked at $13.9K in Q4 2022. 187 funds tracked by Wall St. Rank hold PLUS as of Q1 2023.

NewEdge Advisors reported no remaining ePlus position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 315 ePlus shares in Q1 2023, an estimated $13.9K.
NewEdge Advisors first reported a position in ePlus in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's ePlus position peaked at $13.9K in Q4 2022.
187 funds tracked by Wall St. Rank held ePlus as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.