ARS Investment Partners’s IES Holdings IESC Stock Holding History

ARS Investment Partners’s Portfolio IESC Stock Details IESC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-6,000	Closed	-$274K	–	183
2021 Q3	$274K	Buy	+6,000	New	+$292K	0.03%	132

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

CRC

Catawba River Capital Lake Wylie, South Carolina $208M AUM 27.6% 1-Year Est. Return

ARS Investment Partners's IESC Position: Q4 2021 in Review

ARS Investment Partners sold out of IES Holdings (IESC) in Q4 2021, closing a stake of 6,000 shares — an estimated $274K sold.

ARS Investment Partners first reported a position in IESC in Q3 2021 and held it in 1 quarter. The position peaked at $274K in Q3 2021. 98 funds tracked by Wall St. Rank hold IESC as of Q4 2021.

ARS Investment Partners reported no remaining IES Holdings position as of Q4 2021 after selling out during the quarter.
ARS Investment Partners sold 6,000 IES Holdings shares in Q4 2021, an estimated $274K.
ARS Investment Partners first reported a position in IES Holdings in Q3 2021 and held it in 1 quarter.
ARS Investment Partners's IES Holdings position peaked at $274K in Q3 2021.
98 funds tracked by Wall St. Rank held IES Holdings as of Q4 2021.

Based on ARS Investment Partners's 13F filing for Q4 2021, filed 11 Feb 2022.