DI
ESGR

Disciplined Investments’s Enstar Group ESGR Stock Holding History

Disciplined Investments’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
-5
Closed -$1.22K – 559
2023
Q2 		$1.22K Hold
5
– – ﹤0.01% 875
2023
Q1 		$1.16K Hold
5
– – ﹤0.01% 895
2022
Q4 		$1.16K Sell
5
-1
-17% -$204 ﹤0.01% 840
2022
Q3 		$1K Buy
6
+3
+100% +$586 ﹤0.01% 877
2022
Q2 		$1K Sell
3
-1
-25% -$232 ﹤0.01% 894
2022
Q1 		$1K Buy
+4
New +$1.06K ﹤0.01% 953

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
BMO
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

Disciplined Investments's ESGR Position: Q3 2023 in Review

Disciplined Investments sold out of Enstar Group (ESGR) in Q3 2023, closing a stake of 5 shares — an estimated $1.22K sold.

Disciplined Investments first reported a position in ESGR in Q1 2022 and held it in 6 quarters. The position peaked at $1.22K in Q2 2023. 189 funds tracked by Wall St. Rank hold ESGR as of Q3 2023.

  • Disciplined Investments reported no remaining Enstar Group position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 Enstar Group shares in Q3 2023, an estimated $1.22K.
  • Disciplined Investments first reported a position in Enstar Group in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Enstar Group position peaked at $1.22K in Q2 2023.
  • 189 funds tracked by Wall St. Rank held Enstar Group as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.