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Bell Investment Advisors’s Encore Capital Group ECPG Stock Holding History

Bell Investment Advisors’s Portfolio ECPG Stock Details ECPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11
Closed -$1K – 1960
2022
Q3 		$1K Hold
11
– – ﹤0.01% 1386
2022
Q2 		$1K Buy
+11
New +$651 ﹤0.01% 1411
2021
Q4 		$1K Hold
11
– – ﹤0.01% 1414
2021
Q3 		$1K Buy
+11
New +$523 ﹤0.01% 1354

Other funds holding ECPG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.31B AUM 8.32% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bell Investment Advisors's ECPG Position: Q4 2022 in Review

Bell Investment Advisors sold out of Encore Capital Group (ECPG) in Q4 2022, closing a stake of 11 shares — an estimated $1K sold.

Bell Investment Advisors first reported a position in ECPG in Q3 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 196 funds tracked by Wall St. Rank hold ECPG as of Q4 2022.

  • Bell Investment Advisors reported no remaining Encore Capital Group position as of Q4 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 11 Encore Capital Group shares in Q4 2022, an estimated $1K.
  • Bell Investment Advisors first reported a position in Encore Capital Group in Q3 2021 and held it in 4 quarters.
  • Bell Investment Advisors's Encore Capital Group position peaked at $1K in Q3 2022.
  • 196 funds tracked by Wall St. Rank held Encore Capital Group as of Q4 2022.

Based on Bell Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.