VDI
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Vaughan David Investments’s EVgo EVGO Stock Holding History

Vaughan David Investments’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
2023
Q4 		– Sell
-11,500
Closed -$39K – 206
2023
Q3 		$39K Hold
11,500
– – ﹤0.01% 196
2023
Q2 		$46K Buy
+11,500
New +$58.7K ﹤0.01% 200

Other funds holding EVGO

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Vaughan David Investments's EVGO Position: Q4 2023 in Review

Vaughan David Investments sold out of EVgo (EVGO) in Q4 2023, closing a stake of 11,500 shares — an estimated $39K sold.

Vaughan David Investments first reported a position in EVGO in Q2 2023 and held it in 2 quarters. The position peaked at $46K in Q2 2023. 184 funds tracked by Wall St. Rank hold EVGO as of Q4 2023.

  • Vaughan David Investments reported no remaining EVgo position as of Q4 2023 after selling out during the quarter.
  • Vaughan David Investments sold 11,500 EVgo shares in Q4 2023, an estimated $39K.
  • Vaughan David Investments first reported a position in EVgo in Q2 2023 and held it in 2 quarters.
  • Vaughan David Investments's EVgo position peaked at $46K in Q2 2023.
  • 184 funds tracked by Wall St. Rank held EVgo as of Q4 2023.

Based on Vaughan David Investments's 13F filing for Q4 2023, filed 29 Jan 2024.