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Anchor Capital Advisors’s Envela ELA Stock Holding History

Anchor Capital Advisors’s Portfolio ELA Stock Details ELA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-45,533
Closed -$216K – 250
2023
Q3 		$216K Hold
45,533
– – 0.01% 259
2023
Q2 		$335K Sell
45,533
-43,703
-49% -$304K 0.01% 232
2023
Q1 		$580K Buy
89,236
+15,591
+21% +$104K 0.02% 210
2022
Q4 		$387K Hold
73,645
– – 0.01% 226
2022
Q3 		$373K Buy
73,645
+3,815
+5% +$27K 0.01% 226
2022
Q2 		$498K Buy
69,830
+665
+1% +$3.61K 0.01% 219
2022
Q1 		$322K Buy
69,165
+32,225
+87% +$134K 0.01% 247
2021
Q4 		$150K Hold
36,940
– – ﹤0.01% 261
2021
Q3 		$154K Buy
+36,940
New +$156K ﹤0.01% 259

Other funds holding ELA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Anchor Capital Advisors's ELA Position: Q4 2023 in Review

Anchor Capital Advisors sold out of Envela (ELA) in Q4 2023, closing a stake of 45,533 shares — an estimated $216K sold.

Anchor Capital Advisors first reported a position in ELA in Q3 2021 and held it in 9 quarters. The position peaked at $580K in Q1 2023. 39 funds tracked by Wall St. Rank hold ELA as of Q4 2023.

  • Anchor Capital Advisors reported no remaining Envela position as of Q4 2023 after selling out during the quarter.
  • Anchor Capital Advisors sold 45,533 Envela shares in Q4 2023, an estimated $216K.
  • Anchor Capital Advisors first reported a position in Envela in Q3 2021 and held it in 9 quarters.
  • Anchor Capital Advisors's Envela position peaked at $580K in Q1 2023.
  • 39 funds tracked by Wall St. Rank held Envela as of Q4 2023.

Based on Anchor Capital Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.