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Winslow Evans & Crocker’s Fidus Investment FDUS Stock Holding History

Winslow Evans & Crocker’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$78K Buy
5,950
+4,950
+495% +$58.9K 0.01% 497
2020
Q3 		$10K Buy
+1,000
New +$9.63K ﹤0.01% 747

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Winslow Evans & Crocker's FDUS Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Fidus Investment (FDUS) stake by 495% in Q4 2020, buying an estimated $58.9K and bringing the position to 5,950 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #497.

Winslow Evans & Crocker first reported a position in FDUS in Q3 2020 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold FDUS as of Q4 2020.

  • Winslow Evans & Crocker held 5,950 shares of Fidus Investment worth $78K as of Q4 2020.
  • Winslow Evans & Crocker bought 4,950 Fidus Investment shares in Q4 2020, an estimated $58.9K.
  • Fidus Investment made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #497 holding.
  • Winslow Evans & Crocker first reported a position in Fidus Investment in Q3 2020 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Fidus Investment as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.