EWA
GIFI

EP Wealth Advisors’s Gulf Island Fabrication GIFI Stock Holding History

EP Wealth Advisors’s Portfolio GIFI Stock Details GIFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-46,049
Closed -$260K – 1273
2024
Q3 		$260K Buy
+46,049
New +$269K ﹤0.01% 920

Other funds holding GIFI

FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GVIC
Global Value Investment Corporation Milwaukee, Wisconsin $61.5M AUM 18.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $1.72B AUM 91.26% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
NIMC
Nierenberg Investment Management Company Camas, Washington $201M AUM 36.3% 1-Year Est. Return

EP Wealth Advisors's GIFI Position: Q4 2024 in Review

EP Wealth Advisors sold out of Gulf Island Fabrication (GIFI) in Q4 2024, closing a stake of 46,049 shares — an estimated $260K sold.

EP Wealth Advisors first reported a position in GIFI in Q3 2024 and held it in 1 quarter. The position peaked at $260K in Q3 2024. 60 funds tracked by Wall St. Rank hold GIFI as of Q4 2024.

  • EP Wealth Advisors reported no remaining Gulf Island Fabrication position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 46,049 Gulf Island Fabrication shares in Q4 2024, an estimated $260K.
  • EP Wealth Advisors first reported a position in Gulf Island Fabrication in Q3 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Gulf Island Fabrication position peaked at $260K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held Gulf Island Fabrication as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.