BSW
ESGR

Buckingham Strategic Wealth’s Enstar Group ESGR Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$438K Buy
1,434
+11
+0.8% +$3.3K ﹤0.01% 495
2024
Q1 		$442K Hold
1,423
– – ﹤0.01% 496
2023
Q4 		$419K Buy
+1,423
New +$372K 0.01% 485

Other funds holding ESGR

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Buckingham Strategic Wealth's ESGR Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Enstar Group (ESGR) stake by 0.77% in Q2 2024, buying an estimated $3.3K and bringing the position to 1,434 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Buckingham Strategic Wealth first reported a position in ESGR in Q4 2023 and has held it in 3 quarters since. The position peaked at $442K in Q1 2024. 231 funds tracked by Wall St. Rank hold ESGR as of Q2 2024.

  • Buckingham Strategic Wealth held 1,434 shares of Enstar Group worth $438K as of Q2 2024.
  • Buckingham Strategic Wealth bought 11 Enstar Group shares in Q2 2024, an estimated $3.3K.
  • Enstar Group made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #495 holding.
  • Buckingham Strategic Wealth first reported a position in Enstar Group in Q4 2023 and has held it in 3 quarters since.
  • Buckingham Strategic Wealth's Enstar Group position peaked at $442K in Q1 2024.
  • 231 funds tracked by Wall St. Rank held Enstar Group as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.