Barrow, Hanley, Mewhinney & Strauss
EFC

Barrow, Hanley, Mewhinney & Strauss’s Ellington Financial EFC Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’s Portfolio EFC Stock Details EFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-883
Closed -$10.7K – 330
2024
Q4 		$10.7K Hold
883
– – ﹤0.01% 224
2024
Q3 		$11.4K Hold
883
– – ﹤0.01% 219
2024
Q2 		$10.7K Buy
883
+831
+1,598% +$9.79K ﹤0.01% 200
2024
Q1 		$614 Buy
+52
New +$625 ﹤0.01% 283

Other funds holding EFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's EFC Position: Q1 2025 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Ellington Financial (EFC) in Q1 2025, closing a stake of 883 shares — an estimated $10.7K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in EFC in Q1 2024 and held it in 4 quarters. The position peaked at $11.4K in Q3 2024. 206 funds tracked by Wall St. Rank hold EFC as of Q1 2025.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Ellington Financial position as of Q1 2025 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 883 Ellington Financial shares in Q1 2025, an estimated $10.7K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Ellington Financial in Q1 2024 and held it in 4 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Ellington Financial position peaked at $11.4K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Ellington Financial as of Q1 2025.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2025, filed 12 May 2025.