Paul Tudor Jones’s ePlus PLUS Stock Holding History

Paul Tudor Jones’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 Q4	–	Sell	-25,766	Closed	-$1.64M	–	2778
2023 Q3	$1.64M	Buy	25,766 +10,716	+71%	+$662K	0.02%	1031
2023 Q2	$847K	Buy	15,050 +2,393	+19%	+$118K	0.01%	1402
2023 Q1	$621K	Buy	+12,657	New	+$642K	0.01%	1494
2022 Q3	–	Sell	-22,049	Closed	-$1.17M	–	2614
2022 Q2	$1.17M	Sell	22,049 -10,932	-33%	-$612K	0.03%	801
2022 Q1	$1.85M	Buy	32,981 +2,503	+8%	+$124K	0.04%	597
2021 Q4	$1.64M	Buy	+30,478	New	+$1.68M	0.03%	741
2020 Q1	–	Sell	-13,736	Closed	-$579K	–	1260
2019 Q4	$579K	Buy	+13,736	New	+$560K	0.03%	675
2019 Q3	–	Sell	-17,162	Closed	-$592K	–	1285
2019 Q2	$592K	Buy	+17,162	New	+$713K	0.02%	658
2016 Q2	–	Sell	-22,000	Closed	-$443K	–	1851
2016 Q1	$443K	Buy	22,000 +1,200	+6%	+$24.8K	0.01%	1028
2015 Q4	$485K	Buy	20,800 +800	+4%	+$18K	0.01%	905
2015 Q3	$395K	Buy	+20,000	New	+$383K	0.01%	920
2015 Q2	–	Sell	-14,260	Closed	-$310K	–	1639
2015 Q1	$310K	Buy	+14,260	New	+$277K	0.01%	1029

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

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

GCM

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

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

AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return

Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return

Paul Tudor Jones's PLUS Position: Q4 2023 in Review

Paul Tudor Jones sold out of ePlus (PLUS) in Q4 2023, closing a stake of 25,766 shares — an estimated $1.64M sold.

Paul Tudor Jones first reported a position in PLUS in Q1 2015 and held it in 12 quarters. The position peaked at $1.85M in Q1 2022. 216 funds tracked by Wall St. Rank hold PLUS as of Q4 2023.

Paul Tudor Jones reported no remaining ePlus position as of Q4 2023 after selling out during the quarter.
Paul Tudor Jones sold 25,766 ePlus shares in Q4 2023, an estimated $1.64M.
Paul Tudor Jones first reported a position in ePlus in Q1 2015 and held it in 12 quarters.
Paul Tudor Jones's ePlus position peaked at $1.85M in Q1 2022.
216 funds tracked by Wall St. Rank held ePlus as of Q4 2023.

Based on Tudor Investment Corp's 13F filing for Q4 2023, filed 14 Feb 2024.