United Capital Financial Advisors’s Eagle Bancorp EGBN Stock Holding History

United Capital Financial Advisors’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
2024 Q3	–	Sell	-21,430	Closed	-$405K	–	1074
2024 Q2	$405K	Sell	21,430 -67,913	-76%	-$1.32M	﹤0.01%	764
2024 Q1	$2.1M	Sell	89,343 -4,135	-4%	-$102K	0.02%	417
2023 Q4	$2.82M	Sell	93,478 -177,268	-65%	-$4.19M	0.02%	362
2023 Q3	$5.81M	Buy	270,746 +37,765	+16%	+$919K	0.04%	282
2023 Q2	$4.93M	Buy	232,981 +210,425	+933%	+$4.95M	0.03%	314
2023 Q1	$755K	Sell	22,556 -4,955	-18%	-$212K	﹤0.01%	648
2022 Q4	$1.21M	Buy	27,511 +1	+0%	+$45	0.01%	574
2022 Q3	$1.23M	Sell	27,510 -1,505	-5%	-$71.9K	0.01%	571
2022 Q2	$1.38M	Buy	29,015 +1,505	+5%	+$75.7K	0.01%	564
2022 Q1	$1.57M	Hold	27,510	–	–	0.01%	569
2021 Q4	$1.6M	Sell	27,510 -500	-2%	-$28.9K	0.01%	583
2021 Q3	$1.61M	Buy	28,010 +10	+0%	+$560	0.01%	568
2021 Q2	$1.57M	Sell	28,000 -1,001	-3%	-$55.4K	0.01%	589
2021 Q1	$1.54M	Sell	29,001 -1,450	-5%	-$70.4K	0.01%	560
2020 Q4	$1.26M	Buy	30,451 +4,998	+20%	+$175K	0.01%	616
2020 Q3	$682K	Sell	25,453 -99	-0.4%	-$2.92K	﹤0.01%	757
2020 Q2	$837K	Sell	25,552 -1,499	-6%	-$47.8K	0.01%	718
2020 Q1	$817K	Sell	27,051 -16,345	-38%	-$658K	0.01%	685
2019 Q4	$2.11M	Sell	43,396 -1,749	-4%	-$79.1K	0.01%	597
2019 Q3	$2.01M	Sell	45,145 -5,437	-11%	-$237K	0.01%	586
2019 Q2	$2.74M	Sell	50,582 -2,233	-4%	-$122K	0.02%	539
2019 Q1	$2.65M	Sell	52,815 -502	-0.9%	-$27.4K	0.02%	532
2018 Q4	$2.6M	Buy	53,317 +13,143	+33%	+$669K	0.02%	501
2018 Q3	$2.03M	Sell	40,174 -12	-0%	-$666	0.01%	611
2018 Q2	$2.46M	Sell	40,186 -9,954	-20%	-$605K	0.02%	542
2018 Q1	$3M	Buy	50,140 +6,686	+15%	+$414K	0.02%	497
2017 Q4	$2.55M	Sell	43,454 -3,245	-7%	-$208K	0.02%	535
2017 Q3	$3.13M	Sell	46,699 -2,637	-5%	-$165K	0.03%	478
2017 Q2	$3.12M	Sell	49,336 -7,235	-13%	-$433K	0.03%	470
2017 Q1	$3.38M	Sell	56,571 -3,663	-6%	-$222K	0.03%	443
2016 Q4	$3.67M	Sell	60,234 -1,037	-2%	-$56.8K	0.04%	436
2016 Q3	$3.02M	Sell	61,271 -3,741	-6%	-$188K	0.03%	482
2016 Q2	$3.12M	Sell	65,012 -3,937	-6%	-$194K	0.03%	453
2016 Q1	$3.31M	Sell	68,949 -4,140	-6%	-$195K	0.04%	426
2015 Q4	$3.69M	Sell	73,089 -7,488	-9%	-$376K	0.04%	407
2015 Q3	$3.67M	Sell	80,577 -1,912	-2%	-$84.1K	0.04%	381
2015 Q2	$3.63M	Sell	82,489 -2,968	-3%	-$118K	0.04%	435
2015 Q1	$3.15M	Buy	85,457 +22,491	+36%	+$802K	0.04%	453
2014 Q4	$2.24M	Buy	62,966 +5,901	+10%	+$203K	0.03%	441
2014 Q3	$1.82M	Sell	57,065 -175	-0.3%	-$5.84K	0.03%	457
2014 Q2	$1.93M	Buy	57,240 +13,543	+31%	+$455K	0.04%	422
2014 Q1	$1.58M	Sell	43,697 -220	-0.5%	-$7.37K	0.03%	401
2013 Q4	$1.34M	Buy	+43,917	New	+$1.3M	0.05%	295
2013 Q3	–	Sell	-46,868	Closed	-$1.05M	–	692
2013 Q2	$1.05M	Buy	+46,868	New	+$994K	0.03%	398

Other funds holding EGBN

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

United Capital Financial Advisors's EGBN Position: Q3 2024 in Review

United Capital Financial Advisors sold out of Eagle Bancorp (EGBN) in Q3 2024, closing a stake of 21,430 shares — an estimated $405K sold.

United Capital Financial Advisors first reported a position in EGBN in Q2 2013 and held it in 44 quarters. The position peaked at $5.81M in Q3 2023. 180 funds tracked by Wall St. Rank hold EGBN as of Q3 2024.

United Capital Financial Advisors reported no remaining Eagle Bancorp position as of Q3 2024 after selling out during the quarter.
United Capital Financial Advisors sold 21,430 Eagle Bancorp shares in Q3 2024, an estimated $405K.
United Capital Financial Advisors first reported a position in Eagle Bancorp in Q2 2013 and held it in 44 quarters.
United Capital Financial Advisors's Eagle Bancorp position peaked at $5.81M in Q3 2023.
180 funds tracked by Wall St. Rank held Eagle Bancorp as of Q3 2024.

Based on United Capital Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.