WAM
EGLE

Worth Asset Management’s Eagle Bulk Shipping Inc. EGLE Stock Holding History

Worth Asset Management’s Portfolio EGLE Stock Details EGLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-502
Closed -$25.1K – 552
2022
Q4 		$25.1K Buy
+502
New +$25.2K 0.02% 244
2022
Q3 		– Sell
-428
Closed -$22K – 589
2022
Q2 		$22K Sell
428
-142
-25% -$9.09K 0.02% 284
2022
Q1 		$35K Buy
+570
New +$30.2K 0.02% 248

Other funds holding EGLE

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Worth Asset Management's EGLE Position: Q1 2023 in Review

Worth Asset Management sold out of Eagle Bulk Shipping Inc. (EGLE) in Q1 2023, closing a stake of 502 shares — an estimated $25.1K sold.

Worth Asset Management first reported a position in EGLE in Q1 2022 and held it in 3 quarters. The position peaked at $35K in Q1 2022. 127 funds tracked by Wall St. Rank hold EGLE as of Q1 2023.

  • Worth Asset Management reported no remaining Eagle Bulk Shipping Inc. position as of Q1 2023 after selling out during the quarter.
  • Worth Asset Management sold 502 Eagle Bulk Shipping Inc. shares in Q1 2023, an estimated $25.1K.
  • Worth Asset Management first reported a position in Eagle Bulk Shipping Inc. in Q1 2022 and held it in 3 quarters.
  • Worth Asset Management's Eagle Bulk Shipping Inc. position peaked at $35K in Q1 2022.
  • 127 funds tracked by Wall St. Rank held Eagle Bulk Shipping Inc. as of Q1 2023.

Based on Worth Asset Management's 13F filing for Q1 2023, filed 12 Apr 2023.