Blue Trust Inc’s T1 Energy TE Stock Holding History

Blue Trust Inc’s Portfolio TE Stock Details TE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-942	Closed	-$9K	–	2719
2023 Q3	$9K	Hold	942	–	–	﹤0.01%	1456
2023 Q2	$8K	Hold	942	–	–	﹤0.01%	1401
2023 Q1	$8K	Hold	942	–	–	﹤0.01%	1676
2022 Q4	$13K	Buy	+942	New	+$11.8K	﹤0.01%	1463

Other funds holding TE

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

RCP

RIT Capital Partners London, United Kingdom $621M AUM 14.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Blue Trust Inc's TE Position: Q4 2023 in Review

Blue Trust Inc sold out of T1 Energy (TE) in Q4 2023, closing a stake of 942 shares — an estimated $9K sold.

Blue Trust Inc first reported a position in TE in Q4 2022 and held it in 4 quarters. The position peaked at $13K in Q4 2022. 102 funds tracked by Wall St. Rank hold TE as of Q4 2023.

Blue Trust Inc reported no remaining T1 Energy position as of Q4 2023 after selling out during the quarter.
Blue Trust Inc sold 942 T1 Energy shares in Q4 2023, an estimated $9K.
Blue Trust Inc first reported a position in T1 Energy in Q4 2022 and held it in 4 quarters.
Blue Trust Inc's T1 Energy position peaked at $13K in Q4 2022.
102 funds tracked by Wall St. Rank held T1 Energy as of Q4 2023.

Based on Blue Trust Inc's 13F filing for Q4 2023, filed 18 Jan 2024.