Jacobsen Capital Management EGO β€” ELDORADO GOLD CORP NEW

Ownership history in Jacobsen Capital Management  Β·  4 quarters on record

AI Ownership Summary

Jacobsen Capital Management reported ELDORADO GOLD CORP NEW (EGO) in 4 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.38% in 2024 Q2. The latest visible filing shows EGO at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jacobsen Capital Management's position in ELDORADO GOLD CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EGO was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Jacobsen Capital Management held EGO β€” position size vs. price
% of Fund (quarterly)    EGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 7,500 β€” 0% 0.09% $257K 2026-04-24 $32.07
2025 Q4 UNCHANGED β€” β€” β€” 7,500 β€” 0% 0.09% $269K 2026-01-26 $48.09
2025 Q3 REDUCED 87.0% +23.6% ❌ 7,500 -50,305 -87.0% 0.07% $217K 2025-10-27 $25.06
2024 Q2 INITIATED β€” β€” β€” 57,805 β€” β€” 0.38% $855K 2024-07-23 $16.51

FAQ About Jacobsen Capital Management and EGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Jacobsen Capital Management reported owning EGO?

Jacobsen Capital Management reported EGO across 4 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported EGO position in Jacobsen Capital Management's portfolio?

The largest reported portfolio weight for EGO was 0.38% in 2024 Q2.

What is the latest reported EGO position on this page?

The most recent filing on this page is 2026 Q1, when Jacobsen Capital Management reported 7,500 shares, equal to 0.09% of portfolio, with an estimated market value of $257K.

What does the chart on this EGO ownership page compare?

The chart compares Jacobsen Capital Management's quarterly EGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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