EP
WIRE

Edgestream Partners’s Encore Wire Corp WIRE Stock Holding History

Edgestream Partners’s Portfolio WIRE Stock Details WIRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,750
Closed -$319K – 1113
2023
Q3 		$319K Sell
1,750
-8,612
-83% -$1.46M 0.03% 695
2023
Q2 		$1.93M Buy
+10,362
New +$1.75M 0.17% 197

Other funds holding WIRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edgestream Partners's WIRE Position: Q4 2023 in Review

Edgestream Partners sold out of Encore Wire Corp (WIRE) in Q4 2023, closing a stake of 1,750 shares — an estimated $319K sold.

Edgestream Partners first reported a position in WIRE in Q2 2023 and held it in 2 quarters. The position peaked at $1.93M in Q2 2023. 357 funds tracked by Wall St. Rank hold WIRE as of Q4 2023.

  • Edgestream Partners reported no remaining Encore Wire Corp position as of Q4 2023 after selling out during the quarter.
  • Edgestream Partners sold 1,750 Encore Wire Corp shares in Q4 2023, an estimated $319K.
  • Edgestream Partners first reported a position in Encore Wire Corp in Q2 2023 and held it in 2 quarters.
  • Edgestream Partners's Encore Wire Corp position peaked at $1.93M in Q2 2023.
  • 357 funds tracked by Wall St. Rank held Encore Wire Corp as of Q4 2023.

Based on Edgestream Partners's 13F filing for Q4 2023, filed 14 Feb 2024.