Crewe Advisors’s Ellington Financial EFC Stock Holding History

Crewe Advisors’s Portfolio EFC Stock Details EFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-181	Closed	-$2K	–	1095
2022 Q3	$2K	Buy	+181	New	+$2.7K	﹤0.01%	1032

Other funds holding EFC

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

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

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

RGREA

Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crewe Advisors's EFC Position: Q4 2022 in Review

Crewe Advisors sold out of Ellington Financial (EFC) in Q4 2022, closing a stake of 181 shares — an estimated $2K sold.

Crewe Advisors first reported a position in EFC in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 146 funds tracked by Wall St. Rank hold EFC as of Q4 2022.

Crewe Advisors reported no remaining Ellington Financial position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 181 Ellington Financial shares in Q4 2022, an estimated $2K.
Crewe Advisors first reported a position in Ellington Financial in Q3 2022 and held it in 1 quarter.
Crewe Advisors's Ellington Financial position peaked at $2K in Q3 2022.
146 funds tracked by Wall St. Rank held Ellington Financial as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.