Optimize Financial’s REV Group REVG Stock Holding History

Optimize Financial’s Portfolio REVG Stock Details REVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,913	Closed	-$252K	–	277
2024 Q4	$252K	Buy	+7,913	New	+$235K	0.19%	166

Other funds holding REVG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

AFCM

Alta Fox Capital Management Fort Worth, Texas $378M AUM 59.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

HGIM

High Ground Investment Management London, United Kingdom $1.14B AUM 29.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Optimize Financial's REVG Position: Q1 2025 in Review

Optimize Financial sold out of REV Group (REVG) in Q1 2025, closing a stake of 7,913 shares — an estimated $252K sold.

Optimize Financial first reported a position in REVG in Q4 2024 and held it in 1 quarter. The position peaked at $252K in Q4 2024. 227 funds tracked by Wall St. Rank hold REVG as of Q1 2025.

Optimize Financial reported no remaining REV Group position as of Q1 2025 after selling out during the quarter.
Optimize Financial sold 7,913 REV Group shares in Q1 2025, an estimated $252K.
Optimize Financial first reported a position in REV Group in Q4 2024 and held it in 1 quarter.
Optimize Financial's REV Group position peaked at $252K in Q4 2024.
227 funds tracked by Wall St. Rank held REV Group as of Q1 2025.

Based on Optimize Financial's 13F filing for Q1 2025, filed 14 May 2025.