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This page summarizes the EGO holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether EGO is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Reporting New Positions In EGO |
|---|
| SJS Investment Consulting Inc. |
0 |
328 |
+328 |
+100% |
| FSC Wealth Advisors LLC |
0 |
3,897 |
+3,897 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CWM LLC |
60 |
60 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
545 |
545 |
UNCH |
0.00% |
| Sapient Capital LLC |
11,625 |
11,625 |
UNCH |
0.00% |
| 13F Filers Decreasing EGO Share Count |
|---|
| U S Global Investors Inc. |
285,670 |
206,073 |
-79,597 |
-27.86% |
| Equinox Partners Investment Management LLC |
1,151,576 |
849,976 |
-301,600 |
-26.19% |
| Banque Cantonale Vaudoise |
7,588 |
6,193 |
-1,395 |
-18.38% |
| Synergy Financial Management LLC |
14,705 |
14,410 |
-295 |
-2.01% |
| Helikon Investments Ltd |
28,142,733 |
27,675,388 |
-467,345 |
-1.66% |
| 13F Filers Exiting EGO |
|---|
| International Assets Investment Management LLC |
15,175 |
0 |
-15,175 |
-100.00% |
| Gradient Investments LLC |
5 |
0 |
-5 |
-100.00% |
| Cutler Group LP |
27,601 |
0 |
-27,601 |
-100.00% |
See Summary: Institutional Holders of EGO
See Details: Top 10 Hedge Funds Holding EGO
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