SageView Advisory Group’s Emerald Holding EEX Stock Holding History

SageView Advisory Group’s Portfolio EEX Stock Details EEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-179	Closed	-$801	–	1115
2025 Q4	$801	Buy	+179	New	+$770	﹤0.01%	2399

Other funds holding EEX

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SageView Advisory Group's EEX Position: Q1 2026 in Review

SageView Advisory Group sold out of Emerald Holding (EEX) in Q1 2026, closing a stake of 179 shares — an estimated $801 sold.

SageView Advisory Group first reported a position in EEX in Q4 2025 and held it in 1 quarter. The position peaked at $801 in Q4 2025. 73 funds tracked by Wall St. Rank hold EEX as of Q1 2026.

SageView Advisory Group reported no remaining Emerald Holding position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 179 Emerald Holding shares in Q1 2026, an estimated $801.
SageView Advisory Group first reported a position in Emerald Holding in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Emerald Holding position peaked at $801 in Q4 2025.
73 funds tracked by Wall St. Rank held Emerald Holding as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.