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Osterweis Capital Management’s EVgo EVGO Stock Holding History

Osterweis Capital Management’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
2023
Q4 		– Sell
-11,615
Closed -$39.3K – 205
2023
Q3 		$39.3K Hold
11,615
– – ﹤0.01% 171
2023
Q2 		$46.5K Hold
11,615
– – ﹤0.01% 173
2023
Q1 		$90.5K Hold
11,615
– – 0.01% 156
2022
Q4 		$51.9K Sell
11,615
-11,615
-50% -$75.1K ﹤0.01% 168
2022
Q3 		$184K Hold
23,230
– – 0.01% 129
2022
Q2 		$140K Hold
23,230
– – 0.01% 133
2022
Q1 		$299K Hold
23,230
– – 0.02% 130
2021
Q4 		$231K Buy
+23,230
New +$254K 0.01% 137

Other funds holding EVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Osterweis Capital Management's EVGO Position: Q4 2023 in Review

Osterweis Capital Management sold out of EVgo (EVGO) in Q4 2023, closing a stake of 11,615 shares — an estimated $39.3K sold.

Osterweis Capital Management first reported a position in EVGO in Q4 2021 and held it in 8 quarters. The position peaked at $299K in Q1 2022. 184 funds tracked by Wall St. Rank hold EVGO as of Q4 2023.

  • Osterweis Capital Management reported no remaining EVgo position as of Q4 2023 after selling out during the quarter.
  • Osterweis Capital Management sold 11,615 EVgo shares in Q4 2023, an estimated $39.3K.
  • Osterweis Capital Management first reported a position in EVgo in Q4 2021 and held it in 8 quarters.
  • Osterweis Capital Management's EVgo position peaked at $299K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held EVgo as of Q4 2023.

Based on Osterweis Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.