Ellsworth Advisors’s Andersons Inc ANDE Stock Holding History

Ellsworth Advisors’s Portfolio ANDE Stock Details ANDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1M	Buy	+13,304	New	+$967K	0.16%	114
2024 Q3	–	Sell	-9,050	Closed	-$449K	–	179
2024 Q2	$449K	Buy	9,050 +672	+8%	+$35.9K	0.13%	144
2024 Q1	$482K	Buy	+8,378	New	+$451K	0.14%	132
2022 Q4	–	Sell	-9,966	Closed	-$309K	–	163
2022 Q3	$309K	Sell	9,966 -464	-4%	-$16.1K	0.13%	112
2022 Q2	$344K	Sell	10,430 -122	-1%	-$5.19K	0.14%	104
2022 Q1	$612K	Buy	+10,552	New	+$444K	0.22%	74

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Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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Wealth Enhancement Advisory Services

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