Carmel Capital Partners’s IES Holdings IESC Stock Holding History

Carmel Capital Partners’s Portfolio IESC Stock Details IESC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-22	Closed	-$1.45K	–	402
2023 Q3	$1.45K	Buy	+22	New	+$1.43K	﹤0.01%	650

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carmel Capital Partners's IESC Position: Q4 2023 in Review

Carmel Capital Partners sold out of IES Holdings (IESC) in Q4 2023, closing a stake of 22 shares — an estimated $1.45K sold.

Carmel Capital Partners first reported a position in IESC in Q3 2023 and held it in 1 quarter. The position peaked at $1.45K in Q3 2023. 133 funds tracked by Wall St. Rank hold IESC as of Q4 2023.

Carmel Capital Partners reported no remaining IES Holdings position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 22 IES Holdings shares in Q4 2023, an estimated $1.45K.
Carmel Capital Partners first reported a position in IES Holdings in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's IES Holdings position peaked at $1.45K in Q3 2023.
133 funds tracked by Wall St. Rank held IES Holdings as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.