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	0.69%	39

Other funds holding ELA

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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

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

Geode Capital Management

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

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Dimensional Fund Advisors

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

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

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

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