Emerald Mutual Fund Advisers Trust’s TFS Financial TFSL Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio TFSL Stock Details TFSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-51,960	Closed	-$653K	–	253
2023 Q2	$653K	Hold	51,960	–	–	0.04%	162
2023 Q1	$656K	Buy	+51,960	New	+$725K	0.04%	169
2020 Q2	–	Sell	-39,429	Closed	-$602K	–	331
2020 Q1	$602K	Buy	+39,429	New	+$772K	0.04%	182

Other funds holding TFSL

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's TFSL Position: Q3 2023 in Review

Emerald Mutual Fund Advisers Trust sold out of TFS Financial (TFSL) in Q3 2023, closing a stake of 51,960 shares — an estimated $653K sold.

Emerald Mutual Fund Advisers Trust first reported a position in TFSL in Q1 2020 and held it in 3 quarters. The position peaked at $656K in Q1 2023. 139 funds tracked by Wall St. Rank hold TFSL as of Q3 2023.

Emerald Mutual Fund Advisers Trust reported no remaining TFS Financial position as of Q3 2023 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 51,960 TFS Financial shares in Q3 2023, an estimated $653K.
Emerald Mutual Fund Advisers Trust first reported a position in TFS Financial in Q1 2020 and held it in 3 quarters.
Emerald Mutual Fund Advisers Trust's TFS Financial position peaked at $656K in Q1 2023.
139 funds tracked by Wall St. Rank held TFS Financial as of Q3 2023.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2023, filed 27 Oct 2023.