AJO LP’s First Foundation Inc FFWM Stock Holding History

AJO LP’s Portfolio FFWM Stock Details FFWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-34,741	Closed	-$454K	–	402
2020 Q3	$454K	Buy	34,741 +32,516	+1,461%	+$493K	﹤0.01%	543
2020 Q2	$36K	Buy	+2,225	New	+$29.9K	﹤0.01%	654

Other funds holding FFWM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AJO LP's FFWM Position: Q4 2020 in Review

AJO LP sold out of First Foundation Inc (FFWM) in Q4 2020, closing a stake of 34,741 shares — an estimated $454K sold.

AJO LP first reported a position in FFWM in Q2 2020 and held it in 2 quarters. The position peaked at $454K in Q3 2020. 132 funds tracked by Wall St. Rank hold FFWM as of Q4 2020.

AJO LP reported no remaining First Foundation Inc position as of Q4 2020 after selling out during the quarter.
AJO LP sold 34,741 First Foundation Inc shares in Q4 2020, an estimated $454K.
AJO LP first reported a position in First Foundation Inc in Q2 2020 and held it in 2 quarters.
AJO LP's First Foundation Inc position peaked at $454K in Q3 2020.
132 funds tracked by Wall St. Rank held First Foundation Inc as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.