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Crewe Advisors’s Enstar Group ESGR Stock Holding History

Crewe Advisors’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
2023
Q3 		– Sell
-1
Closed -$245 – 693
2023
Q2 		$245 Buy
+1
New +$247 ﹤0.01% 688
2021
Q3 		– Sell
-32
Closed -$8K – 418
2021
Q2 		$8K Sell
32
-5
-14% -$1.24K ﹤0.01% 292
2021
Q1 		$9K Hold
37
– – ﹤0.01% 296
2020
Q4 		$8K Hold
37
– – ﹤0.01% 288
2020
Q3 		$6K Buy
+37
New +$6.3K ﹤0.01% 323

Other funds holding ESGR

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Beck Mack & Oliver
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Crewe Advisors's ESGR Position: Q3 2023 in Review

Crewe Advisors sold out of Enstar Group (ESGR) in Q3 2023, closing a stake of 1 share — an estimated $245 sold.

Crewe Advisors first reported a position in ESGR in Q3 2020 and held it in 5 quarters. The position peaked at $9K in Q1 2021. 189 funds tracked by Wall St. Rank hold ESGR as of Q3 2023.

  • Crewe Advisors reported no remaining Enstar Group position as of Q3 2023 after selling out during the quarter.
  • Crewe Advisors sold 1 Enstar Group share in Q3 2023, an estimated $245.
  • Crewe Advisors first reported a position in Enstar Group in Q3 2020 and held it in 5 quarters.
  • Crewe Advisors's Enstar Group position peaked at $9K in Q1 2021.
  • 189 funds tracked by Wall St. Rank held Enstar Group as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.