EWM
ENIC icon

Endowment Wealth Management’s Enel Chile ENIC Stock Holding History

Endowment Wealth Management’s Portfolio ENIC Stock Details ENIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,766
Closed -$35.9K – 132
2023
Q2 		$35.9K Sell
10,766
-942
-8% -$2.78K 0.03% 135
2023
Q1 		$31.6K Buy
11,708
+238
+2% +$538 0.03% 128
2022
Q4 		$25.8K Buy
11,470
+1,101
+11% +$2.02K 0.03% 128
2022
Q3 		$14K Buy
+10,369
New +$15.4K 0.02% 116

Other funds holding ENIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Endowment Wealth Management's ENIC Position: Q3 2023 in Review

Endowment Wealth Management sold out of Enel Chile (ENIC) in Q3 2023, closing a stake of 10,766 shares — an estimated $35.9K sold.

Endowment Wealth Management first reported a position in ENIC in Q3 2022 and held it in 4 quarters. The position peaked at $35.9K in Q2 2023. 131 funds tracked by Wall St. Rank hold ENIC as of Q3 2023.

  • Endowment Wealth Management reported no remaining Enel Chile position as of Q3 2023 after selling out during the quarter.
  • Endowment Wealth Management sold 10,766 Enel Chile shares in Q3 2023, an estimated $35.9K.
  • Endowment Wealth Management first reported a position in Enel Chile in Q3 2022 and held it in 4 quarters.
  • Endowment Wealth Management's Enel Chile position peaked at $35.9K in Q2 2023.
  • 131 funds tracked by Wall St. Rank held Enel Chile as of Q3 2023.

Based on Endowment Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.