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Ergoteles’s Capitol Federal Financial CFFN Stock Holding History

Ergoteles’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-95,986
Closed -$646K – 1095
2023
Q1 		$646K Buy
+95,986
New +$780K 0.03% 650
2021
Q4 		– Sell
-19,062
Closed -$219K – 1272
2021
Q3 		$219K Buy
19,062
+2,562
+16% +$28.9K 0.01% 937
2021
Q2 		$194K Buy
+16,500
New +$212K ﹤0.01% 1290
2021
Q1 		– Sell
-27,000
Closed -$338K – 825
2020
Q4 		$338K Buy
+27,000
New +$322K 0.01% 512

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ergoteles's CFFN Position: Q2 2023 in Review

Ergoteles sold out of Capitol Federal Financial (CFFN) in Q2 2023, closing a stake of 95,986 shares — an estimated $646K sold.

Ergoteles first reported a position in CFFN in Q4 2020 and held it in 4 quarters. The position peaked at $646K in Q1 2023. 178 funds tracked by Wall St. Rank hold CFFN as of Q2 2023.

  • Ergoteles reported no remaining Capitol Federal Financial position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 95,986 Capitol Federal Financial shares in Q2 2023, an estimated $646K.
  • Ergoteles first reported a position in Capitol Federal Financial in Q4 2020 and held it in 4 quarters.
  • Ergoteles's Capitol Federal Financial position peaked at $646K in Q1 2023.
  • 178 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.