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Sheets Smith Wealth Management’s Eldorado Gold EGO Stock Holding History

Sheets Smith Wealth Management’s Portfolio EGO Stock Details EGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-32,837
Closed -$570K – 378
2024
Q3 		$570K Sell
32,837
-781
-2% -$13.1K 0.07% 230
2024
Q2 		$497K Buy
33,618
+1,731
+5% +$26.2K 0.06% 241
2024
Q1 		$449K Hold
31,887
– – 0.05% 260
2023
Q4 		$414K Buy
+31,887
New +$359K 0.06% 243

Other funds holding EGO

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sheets Smith Wealth Management's EGO Position: Q4 2024 in Review

Sheets Smith Wealth Management sold out of Eldorado Gold (EGO) in Q4 2024, closing a stake of 32,837 shares — an estimated $570K sold.

Sheets Smith Wealth Management first reported a position in EGO in Q4 2023 and held it in 4 quarters. The position peaked at $570K in Q3 2024. 182 funds tracked by Wall St. Rank hold EGO as of Q4 2024.

  • Sheets Smith Wealth Management reported no remaining Eldorado Gold position as of Q4 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 32,837 Eldorado Gold shares in Q4 2024, an estimated $570K.
  • Sheets Smith Wealth Management first reported a position in Eldorado Gold in Q4 2023 and held it in 4 quarters.
  • Sheets Smith Wealth Management's Eldorado Gold position peaked at $570K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Eldorado Gold as of Q4 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.