Edgewood Growth Fund-InstEGFIX
13F holders, Q4 2024 (December 31)6holders
1new positions
1sold out
$44.32avg. 13F price*
At the end of Q4 2024, 6 institutions reported holding Edgewood Growth Fund-Inst (EGFIX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($17.7M), Partners Capital Investment Group, LLP ($3.6M) and Neville Rodie & Shaw Inc. ($287K).
- Company
- Edgewood Growth Fund-Inst
- CUSIP
- 0075W0759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 1 | $661K |
All 13F filers, Q3 2024 → Q4 2024: 13,294 shares bought and 63,750 shares sold, net −50,456 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Fulton Bank, N.A. | 0.68% | Reduce -11.3% | 399,164 | $17.7M |
| Partners Capital Investment Group, LLP | 0.10% | Add +17.5% | 81,302 | $3.6M |
| Neville Rodie & Shaw Inc. | 0.02% | Add +17.5% | 6,469 | $287K |
| Tucker Asset Management LLC | 0.00% | Add +17.7% | 399 | $18K |
| Brooklyn Investment Group | 0.00% | New | 181 | $8K |
| Coston, McIsaac & Partners | 0.00% | Add +21.4% | 17 | $0 |
"% of holder's portfolio" is EGFIX's weight in each manager's 13F, not the share of Edgewood Growth Fund-Inst the manager owns.