Beacon Pointe Advisors’s Enstar Group ESGR Stock Holding History

Beacon Pointe Advisors’s Portfolio ESGR Stock Details ESGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,672	Closed	-$1.57M	–	1423
2025 Q2	$1.57M	Buy	4,672 +2,009	+75%	+$672K	0.02%	534
2025 Q1	$885K	Buy	2,663 +210	+9%	+$69.2K	0.01%	671
2024 Q4	$790K	Buy	+2,453	New	+$794K	0.01%	703
2024 Q2	–	Sell	-2,073	Closed	-$644K	–	1307
2024 Q1	$644K	Sell	2,073 -1,594	-43%	-$456K	0.01%	823
2023 Q4	$1.08M	Buy	3,667 +335	+10%	+$87.5K	0.01%	642
2023 Q3	$806K	Buy	+3,332	New	+$836K	0.01%	701

Other funds holding ESGR

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return