EAGL

Eagle Capital Select Eqty

Latest period2024 - Q4Total superinvestors6

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 6 superinvestors own shares of Eagle Capital Select Eqty (EAGL), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Eagle Capital Select Eqty (EAGL), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Eagle Capital Select Eqty (EAGL) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Eagle Capital Select Eqty (EAGL) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Julie Gerron@Sendero Wealth Management, Llc
Recent Activity
Increased 39.13%
2.76%
$18.502M
664,359 shares@ 27.86 avg price
Phillip Kevin Smiley@Burkett Financial Services, Llc
Recent Activity
Decreased -0.1%
7.34%
$17.936M
644,021 shares@ 27.86 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -10.02%
0.17%
$10.183M
365,626 shares@ 27.85 avg price
Cathy Thomas@Triangle Securities Wealth Management
Recent Activity
New Position
1.01%
$3.911M
140,440 shares@ 27.85 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
New Position
0.15%
$1.417M
50,894 shares@ 27.86 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
New Position
0.01%
$341,163
12,250 shares@ 27.86 avg price