AR
ERF

Advisory Research’s Enerplus Corporation ERF Stock Holding History

Advisory Research’s Portfolio ERF Stock Details ERF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,506,191
Closed -$61.9M – 416
2022
Q4 		$61.9M Buy
3,506,191
+101,538
+3% +$1.74M 5.82% 3
2022
Q3 		$48.2M Buy
3,404,653
+478,275
+16% +$6.71M 4.72% 4
2022
Q2 		$38.7M Buy
+2,926,378
New +$40.3M 3.78% 5

Other funds holding ERF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACG
Aventail Capital Group New York $1.74B AUM 49.22% 1-Year Est. Return
SCM
SIR Capital Management New York $870M AUM 51.93% 1-Year Est. Return

Advisory Research's ERF Position: Q1 2023 in Review

Advisory Research sold out of Enerplus Corporation (ERF) in Q1 2023, closing a stake of 3,506,191 shares — an estimated $61.9M sold.

Advisory Research first reported a position in ERF in Q2 2022 and held it in 3 quarters. The position peaked at $61.9M in Q4 2022. 193 funds tracked by Wall St. Rank hold ERF as of Q1 2023.

  • Advisory Research reported no remaining Enerplus Corporation position as of Q1 2023 after selling out during the quarter.
  • Advisory Research sold 3,506,191 Enerplus Corporation shares in Q1 2023, an estimated $61.9M.
  • Advisory Research first reported a position in Enerplus Corporation in Q2 2022 and held it in 3 quarters.
  • Advisory Research's Enerplus Corporation position peaked at $61.9M in Q4 2022.
  • 193 funds tracked by Wall St. Rank held Enerplus Corporation as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.