Denali Advisors’s Envela ELA Stock Holding History

Denali Advisors’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
2024 Q2	–	Sell	-28,300	Closed	-$131K	–	264
2024 Q1	$131K	Hold	28,300	–	–	0.04%	258
2023 Q4	$138K	Sell	28,300 -6,200	-18%	-$26.6K	0.04%	259
2023 Q3	$164K	Buy	34,500 +17,700	+105%	+$107K	0.06%	243
2023 Q2	$124K	Buy	+16,800	New	+$117K	0.04%	252
2021 Q2	–	Sell	-66	Closed	–	–	293
2021 Q1	$0	Buy	+66	New	+$377	﹤0.01%	387

Other funds holding ELA

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

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

BCM

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

LWL

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Denali Advisors's ELA Position: Q2 2024 in Review

Denali Advisors sold out of Envela (ELA) in Q2 2024, closing a stake of 28,300 shares — an estimated $131K sold.

Denali Advisors first reported a position in ELA in Q1 2021 and held it in 5 quarters. The position peaked at $164K in Q3 2023. 38 funds tracked by Wall St. Rank hold ELA as of Q2 2024.

Denali Advisors reported no remaining Envela position as of Q2 2024 after selling out during the quarter.
Denali Advisors sold 28,300 Envela shares in Q2 2024, an estimated $131K.
Denali Advisors first reported a position in Envela in Q1 2021 and held it in 5 quarters.
Denali Advisors's Envela position peaked at $164K in Q3 2023.
38 funds tracked by Wall St. Rank held Envela as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.