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