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EMS Capital’s Finance of America Companies FOA Stock Holding History

EMS Capital’s Portfolio FOA Stock Details FOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$14.3M Buy
359,782
+24,782
+7% +$1.18M 1.51% 13
2021
Q3 		$16.6M Hold
335,000
– – 1.46% 14
2021
Q2 		$25.6M Buy
+335,000
New +$32.4M 2% 19

Other funds holding FOA

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
HCM
Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

EMS Capital's FOA Position: Q4 2021 in Review

EMS Capital increased its Finance of America Companies (FOA) stake by 7.4% in Q4 2021, buying an estimated $1.18M and bringing the position to 359,782 shares worth $14.3M. The position accounts for 1.51% of the portfolio, ranked #13.

EMS Capital first reported a position in FOA in Q2 2021 and has held it in 3 quarters since. The position peaked at $25.6M in Q2 2021. 68 funds tracked by Wall St. Rank hold FOA as of Q4 2021.

  • EMS Capital held 359,782 shares of Finance of America Companies worth $14.3M as of Q4 2021.
  • EMS Capital bought 24,782 Finance of America Companies shares in Q4 2021, an estimated $1.18M.
  • Finance of America Companies made up 1.51% of EMS Capital's portfolio in Q4 2021, its #13 holding.
  • EMS Capital first reported a position in Finance of America Companies in Q2 2021 and has held it in 3 quarters since.
  • EMS Capital's Finance of America Companies position peaked at $25.6M in Q2 2021.
  • 68 funds tracked by Wall St. Rank held Finance of America Companies as of Q4 2021.

Based on EMS Capital's 13F filing for Q4 2021, filed 14 Feb 2022.