Crown Advisors Management’s Envela ELA Stock Holding History

Crown Advisors Management’s Portfolio ELA Stock Details ELA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-150,000	Closed	-$711K	–	45
2023 Q3	$711K	Sell	150,000 -200,000	-57%	-$1.21M	0.51%	43
2023 Q2	$2.58M	Hold	350,000	–	–	1.68%	25
2023 Q1	$2.27M	Buy	350,000 +50,000	+17%	+$333K	1.7%	28
2022 Q4	$1.58M	Hold	300,000	–	–	1.44%	30
2022 Q3	$1.52M	Hold	300,000	–	–	1.51%	28
2022 Q2	$2.14M	Buy	300,000 +60,000	+25%	+$326K	1.97%	22
2022 Q1	$1.12M	Buy	240,000 +40,000	+20%	+$166K	0.79%	39
2021 Q4	$814K	Hold	200,000	–	–	0.52%	39
2021 Q3	$832K	Hold	200,000	–	–	0.58%	38
2021 Q2	$960K	Buy	+200,000	New	+$911K	0.66%	39

Other funds holding ELA

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

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Crown Advisors Management's ELA Position: Q4 2023 in Review

Crown Advisors Management sold out of Envela (ELA) in Q4 2023, closing a stake of 150,000 shares — an estimated $711K sold.

Crown Advisors Management first reported a position in ELA in Q2 2021 and held it in 10 quarters. The position peaked at $2.58M in Q2 2023. 39 funds tracked by Wall St. Rank hold ELA as of Q4 2023.

Crown Advisors Management reported no remaining Envela position as of Q4 2023 after selling out during the quarter.
Crown Advisors Management sold 150,000 Envela shares in Q4 2023, an estimated $711K.
Crown Advisors Management first reported a position in Envela in Q2 2021 and held it in 10 quarters.
Crown Advisors Management's Envela position peaked at $2.58M in Q2 2023.
39 funds tracked by Wall St. Rank held Envela as of Q4 2023.

Based on Crown Advisors Management's 13F filing for Q4 2023, filed 15 Feb 2024.