EGFIX
Edgewood Growth Fund Class Institutional
1W: +893.8%
1M: +865.0%
3M: +835.9%
YTD: +37.1%
1Y: -7.7%
3Y: +16.4%
5Y: -20.2%
$43.47
+0.14 (+0.32%)
Weekly Expected Move ±448.6%
$-345
$-151
$43
$238
$432
Institutional Ownership — EGFIX
3
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
2
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 64,132 | $3M | +54,410 | +559.7% | 13Q | SEC ↗ |
| 2 | OAKWORTH CAPITAL, INC. | 3,367 | $146K | +2,857 | +560.2% | 4Q | SEC ↗ |
| 3 | KELLEHER FINANCIAL ADVISORS | 0 | $0K | -210,918 | -100.0% | 1Q | SEC ↗ |
| 4 | Fulton Bank, N.A. | 0 | $0K | -218,353 | -100.0% | 24Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Fulton Bank, N.A. | 218,353 | $9M |
| KELLEHER FINANCIAL ADVISORS | 210,918 | $9M |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NEVILLE RODIE & SHAW INC | +54,410 | +559.7% | 64,132 |
| OAKWORTH CAPITAL, INC. | +2,857 | +560.2% | 3,367 |
Biggest Decreases (0)
None.