Phoenix Financial’s EVgo EVGO Stock Holding History

Phoenix Financial’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
2022 Q1	–	Sell	-165,000	Closed	-$1.64M	–	422
2021 Q4	$1.64M	Sell	165,000 -1,000,000	-86%	-$10.9M	0.03%	217
2021 Q3	$9.49M	Sell	1,165,000 -35,000	-3%	-$353K	0.16%	96
2021 Q2	$18M	Buy	1,200,000 +1,000,000	+500%	+$12.8M	0.34%	90
2021 Q1	$3.34M	Buy	+200,000	New	+$3.07M	0.08%	173

Other funds holding EVGO

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Phoenix Financial's EVGO Position: Q1 2022 in Review

Phoenix Financial sold out of EVgo (EVGO) in Q1 2022, closing a stake of 165,000 shares — an estimated $1.64M sold.

Phoenix Financial first reported a position in EVGO in Q1 2021 and held it in 4 quarters. The position peaked at $18M in Q2 2021. 145 funds tracked by Wall St. Rank hold EVGO as of Q1 2022.

Phoenix Financial reported no remaining EVgo position as of Q1 2022 after selling out during the quarter.
Phoenix Financial sold 165,000 EVgo shares in Q1 2022, an estimated $1.64M.
Phoenix Financial first reported a position in EVgo in Q1 2021 and held it in 4 quarters.
Phoenix Financial's EVgo position peaked at $18M in Q2 2021.
145 funds tracked by Wall St. Rank held EVgo as of Q1 2022.

Based on Phoenix Financial's 13F filing for Q1 2022, filed 10 May 2022.