Perennial Investment Advisors’s EVgo EVGO Stock Holding History

Perennial Investment Advisors’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 Q3	–	Sell	-10,000	Closed	-$40K	–	361
2023 Q2	$40K	Sell	10,000 -5,000	-33%	-$25.5K	0.01%	349
2023 Q1	$117K	Buy	+15,000	New	+$88.2K	0.02%	333

Other funds holding EVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SCM

SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perennial Investment Advisors's EVGO Position: Q4 2024 in Review

Perennial Investment Advisors sold out of EVgo (EVGO) in Q4 2024, closing a stake of 25,000 shares — an estimated $104K sold.

Perennial Investment Advisors first reported a position in EVGO in Q4 2021 and held it in 12 quarters. The position peaked at $515K in Q1 2022. 224 funds tracked by Wall St. Rank hold EVGO as of Q4 2024.

Perennial Investment Advisors reported no remaining EVgo position as of Q4 2024 after selling out during the quarter.
Perennial Investment Advisors sold 25,000 EVgo shares in Q4 2024, an estimated $104K.
Perennial Investment Advisors first reported a position in EVgo in Q4 2021 and held it in 12 quarters.
Perennial Investment Advisors's EVgo position peaked at $515K in Q1 2022.
224 funds tracked by Wall St. Rank held EVgo as of Q4 2024.

Based on Perennial Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.