Claris Advisors’s IES Holdings IESC Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-1	Closed	-$200	–	573
2024 Q3	$200	Buy	+1	New	+$162	﹤0.01%	958

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Claris Advisors's IESC Position: Q4 2024 in Review

Claris Advisors sold out of IES Holdings (IESC) in Q4 2024, closing a stake of 1 share — an estimated $200 sold.

Claris Advisors first reported a position in IESC in Q3 2024 and held it in 1 quarter. The position peaked at $200 in Q3 2024. 256 funds tracked by Wall St. Rank hold IESC as of Q4 2024.

Claris Advisors reported no remaining IES Holdings position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 IES Holdings share in Q4 2024, an estimated $200.
Claris Advisors first reported a position in IES Holdings in Q3 2024 and held it in 1 quarter.
Claris Advisors's IES Holdings position peaked at $200 in Q3 2024.
256 funds tracked by Wall St. Rank held IES Holdings as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.