Summit Securities Group’s Eagle Bancorp EGBN Stock Holding History

Summit Securities Group’s Portfolio EGBN Stock Details EGBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,500	Closed	-$32K	–	690
2023 Q2	$32K	Buy	+1,500	New	+$35.3K	﹤0.01%	519

Other funds holding EGBN

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Summit Securities Group's EGBN Position: Q3 2023 in Review

Summit Securities Group sold out of Eagle Bancorp (EGBN) in Q3 2023, closing a stake of 1,500 shares — an estimated $32K sold.

Summit Securities Group first reported a position in EGBN in Q2 2023 and held it in 1 quarter. The position peaked at $32K in Q2 2023. 174 funds tracked by Wall St. Rank hold EGBN as of Q3 2023.

Summit Securities Group reported no remaining Eagle Bancorp position as of Q3 2023 after selling out during the quarter.
Summit Securities Group sold 1,500 Eagle Bancorp shares in Q3 2023, an estimated $32K.
Summit Securities Group first reported a position in Eagle Bancorp in Q2 2023 and held it in 1 quarter.
Summit Securities Group's Eagle Bancorp position peaked at $32K in Q2 2023.
174 funds tracked by Wall St. Rank held Eagle Bancorp as of Q3 2023.

Based on Summit Securities Group's 13F filing for Q3 2023, filed 13 Nov 2023.