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Buckingham Strategic Wealth’s Essent Group ESNT Stock Holding History

Buckingham Strategic Wealth’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.87M Buy
33,216
+3,044
+10% +$169K 0.02% 245
2024
Q1 		$1.8M Buy
30,172
+7
+0% +$380 0.02% 255
2023
Q4 		$1.59M Hold
30,165
– – 0.02% 262
2023
Q3 		$1.43M Buy
30,165
+3,057
+11% +$152K 0.02% 249
2023
Q2 		$1.27M Hold
27,108
– – 0.02% 265
2023
Q1 		$1.05M Hold
27,108
– – 0.02% 261
2022
Q4 		$1.05M Sell
27,108
-1,444
-5% -$54.9K 0.02% 262
2022
Q3 		$996K Hold
28,552
– – 0.02% 261
2022
Q2 		$1.11M Buy
28,552
+2,445
+9% +$99.8K 0.02% 250
2022
Q1 		$1.08M Hold
26,107
– – 0.02% 250
2021
Q4 		$1.19M Hold
26,107
– – 0.02% 243
2021
Q3 		$1.15M Hold
26,107
– – 0.02% 241
2021
Q2 		$1.17M Sell
26,107
-1,472
-5% -$71.4K 0.03% 236
2021
Q1 		$1.31M Hold
27,579
– – 0.06% 206
2020
Q4 		$1.19M Hold
27,579
– – 0.06% 202
2020
Q3 		$1.02M Hold
27,579
– – 0.08% 175
2020
Q2 		$1M Buy
27,579
+2,460
+10% +$75.5K 0.1% 152
2020
Q1 		$662K Hold
25,119
– – 0.06% 222
2019
Q4 		$1.31M Sell
25,119
-2,000
-7% -$104K 0.13% 128
2019
Q3 		$1.29M Hold
27,119
– – 0.14% 119
2019
Q2 		$1.27M Buy
+27,119
New +$1.28M 0.14% 119
2018
Q4 		– Sell
-23,905
Closed -$1.06M – 363
2018
Q3 		$1.06M Buy
+23,905
New +$981K 0.16% 117
2018
Q1 		– Sell
-21,429
Closed -$930K – 326
2017
Q4 		$930K Buy
21,429
+5,545
+35% +$242K 0.19% 111
2017
Q3 		$643K Hold
15,884
– – 0.15% 129
2017
Q2 		$590K Hold
15,884
– – 0.14% 141
2017
Q1 		$575K Buy
15,884
+9
+0.1% +$312 0.17% 120
2016
Q4 		$514K Hold
15,875
– – 0.17% 119
2016
Q3 		$422K Buy
15,875
+4,487
+39% +$114K 0.14% 120
2016
Q2 		$248K Buy
11,388
+30
+0.3% +$625 0.08% 184
2016
Q1 		$236K Buy
+11,358
New +$217K 0.08% 191

Other funds holding ESNT

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Buckingham Strategic Wealth increased its Essent Group (ESNT) stake by 10% in Q2 2024, buying an estimated $169K and bringing the position to 33,216 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #245.

Buckingham Strategic Wealth first reported a position in ESNT in Q1 2016 and has held it in 30 quarters since. 287 funds tracked by Wall St. Rank hold ESNT as of Q2 2024.

  • Buckingham Strategic Wealth held 33,216 shares of Essent Group worth $1.87M as of Q2 2024.
  • Buckingham Strategic Wealth bought 3,044 Essent Group shares in Q2 2024, an estimated $169K.
  • Essent Group made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #245 holding.
  • Buckingham Strategic Wealth first reported a position in Essent Group in Q1 2016 and has held it in 30 quarters since.
  • 287 funds tracked by Wall St. Rank held Essent Group as of Q2 2024.

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