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Ergoteles’s Dream Finders Homes DFH Stock Holding History

Ergoteles’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-19,000
Closed -$325K – 1713
2022
Q1 		$325K Buy
+19,000
New +$365K 0.01% 814
2021
Q4 		– Sell
-28,966
Closed -$502K – 1303
2021
Q3 		$502K Buy
+28,966
New +$603K 0.02% 576

Other funds holding DFH

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ergoteles's DFH Position: Q2 2022 in Review

Ergoteles sold out of Dream Finders Homes (DFH) in Q2 2022, closing a stake of 19,000 shares — an estimated $325K sold.

Ergoteles first reported a position in DFH in Q3 2021 and held it in 2 quarters. The position peaked at $502K in Q3 2021. 82 funds tracked by Wall St. Rank hold DFH as of Q2 2022.

  • Ergoteles reported no remaining Dream Finders Homes position as of Q2 2022 after selling out during the quarter.
  • Ergoteles sold 19,000 Dream Finders Homes shares in Q2 2022, an estimated $325K.
  • Ergoteles first reported a position in Dream Finders Homes in Q3 2021 and held it in 2 quarters.
  • Ergoteles's Dream Finders Homes position peaked at $502K in Q3 2021.
  • 82 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2022.

Based on Ergoteles's 13F filing for Q2 2022, filed 12 Aug 2022.