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Winslow Evans & Crocker’s Itron ITRI Stock Holding History

Winslow Evans & Crocker’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$3K Buy
+31
New +$2.38K ﹤0.01% 1187
2017
Q3 		– Sell
-7,775
Closed -$517K – 1187
2017
Q2 		$517K Buy
7,775
+2,375
+44% +$156K 0.14% 168
2017
Q1 		$328K Sell
5,400
-676
-11% -$42K 0.1% 209
2016
Q4 		$382K Buy
+6,076
New +$366K 0.12% 173
2014
Q4 		– Sell
-118
Closed -$4.6K – 1357
2014
Q3 		$4.6K Buy
+118
New +$4.73K ﹤0.01% 1119

Other funds holding ITRI

KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Winslow Evans & Crocker opened a new position in Itron (ITRI) in Q4 2020: 31 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in ITRI as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in ITRI in Q3 2014 and has held it in 5 quarters since. The position peaked at $517K in Q2 2017. 238 funds tracked by Wall St. Rank hold ITRI as of Q4 2020.

  • Winslow Evans & Crocker held 31 shares of Itron worth $3K as of Q4 2020.
  • Itron was a new Winslow Evans & Crocker position in Q4 2020.
  • Itron made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1187 holding.
  • Winslow Evans & Crocker first reported a position in Itron in Q3 2014 and has held it in 5 quarters since.
  • Winslow Evans & Crocker's Itron position peaked at $517K in Q2 2017.
  • 238 funds tracked by Wall St. Rank held Itron as of Q4 2020.

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