Ergoteles’s Envela ELA Stock Holding History

Ergoteles’s Portfolio ELA Stock Details ELA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-34,531	Closed	-$144K	–	1319
2021 Q3	$144K	Sell	34,531 -469	-1%	-$1.98K	0.01%	1056
2021 Q2	$168K	Buy	+35,000	New	+$159K	﹤0.01%	1328

Other funds holding ELA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CAM

Crown Advisors Management Larkspur, California $182M AUM 103.97% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Commons Capital Needham, Massachusetts $143M AUM 30.09% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ergoteles's ELA Position: Q4 2021 in Review

Ergoteles sold out of Envela (ELA) in Q4 2021, closing a stake of 34,531 shares — an estimated $144K sold.

Ergoteles first reported a position in ELA in Q2 2021 and held it in 2 quarters. The position peaked at $168K in Q2 2021. 27 funds tracked by Wall St. Rank hold ELA as of Q4 2021.

Ergoteles reported no remaining Envela position as of Q4 2021 after selling out during the quarter.
Ergoteles sold 34,531 Envela shares in Q4 2021, an estimated $144K.
Ergoteles first reported a position in Envela in Q2 2021 and held it in 2 quarters.
Ergoteles's Envela position peaked at $168K in Q2 2021.
27 funds tracked by Wall St. Rank held Envela as of Q4 2021.

Based on Ergoteles's 13F filing for Q4 2021, filed 14 Feb 2022.