EGM
FFWM

Engineers Gate Manager’s First Foundation Inc FFWM Stock Holding History

Engineers Gate Manager’s Portfolio FFWM Stock Details FFWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-83,241
Closed -$806K – 2030
2023
Q4 		$806K Sell
83,241
-59,053
-42% -$376K 0.02% 913
2023
Q3 		$865K Sell
142,294
-21,280
-13% -$140K 0.03% 788
2023
Q2 		$649K Sell
163,574
-27,566
-14% -$142K 0.02% 910
2023
Q1 		$1.42M Buy
191,140
+123,222
+181% +$1.64M 0.06% 437
2022
Q4 		$973K Buy
67,918
+56,640
+502% +$877K 0.06% 491
2022
Q3 		$205K Buy
+11,278
New +$224K 0.01% 1308
2021
Q2 		– Sell
-22,709
Closed -$533K – 1732
2021
Q1 		$533K Buy
22,709
+4,904
+28% +$110K 0.03% 952
2020
Q4 		$356K Sell
17,805
-8,072
-31% -$138K 0.02% 1186
2020
Q3 		$338K Buy
+25,877
New +$393K 0.02% 1184
2020
Q2 		– Sell
-16,773
Closed -$171K – 1780
2020
Q1 		$171K Buy
+16,773
New +$248K 0.01% 1302
2019
Q4 		– Sell
-12,940
Closed -$198K – 1677
2019
Q3 		$198K Buy
+12,940
New +$186K 0.01% 1205

Other funds holding FFWM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Engineers Gate Manager's FFWM Position: Q1 2024 in Review

Engineers Gate Manager sold out of First Foundation Inc (FFWM) in Q1 2024, closing a stake of 83,241 shares — an estimated $806K sold.

Engineers Gate Manager first reported a position in FFWM in Q3 2019 and held it in 11 quarters. The position peaked at $1.42M in Q1 2023. 155 funds tracked by Wall St. Rank hold FFWM as of Q1 2024.

  • Engineers Gate Manager reported no remaining First Foundation Inc position as of Q1 2024 after selling out during the quarter.
  • Engineers Gate Manager sold 83,241 First Foundation Inc shares in Q1 2024, an estimated $806K.
  • Engineers Gate Manager first reported a position in First Foundation Inc in Q3 2019 and held it in 11 quarters.
  • Engineers Gate Manager's First Foundation Inc position peaked at $1.42M in Q1 2023.
  • 155 funds tracked by Wall St. Rank held First Foundation Inc as of Q1 2024.

Based on Engineers Gate Manager's 13F filing for Q1 2024, filed 15 May 2024.