Ergoteles’s Reliance Global Group EZRA Stock Holding History

Ergoteles’s Portfolio EZRA Stock Details EZRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1	Closed	-$22K	–	1913
2022 Q2	$22K	Buy	+1	New	+$27.7K	﹤0.01%	1582

Other funds holding EZRA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SFI

Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $5.32B AUM 30.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ergoteles's EZRA Position: Q3 2022 in Review

Ergoteles sold out of Reliance Global Group (EZRA) in Q3 2022, closing a stake of 1 share — an estimated $22K sold.

Ergoteles first reported a position in EZRA in Q2 2022 and held it in 1 quarter. The position peaked at $22K in Q2 2022. 12 funds tracked by Wall St. Rank hold EZRA as of Q3 2022.

Ergoteles reported no remaining Reliance Global Group position as of Q3 2022 after selling out during the quarter.
Ergoteles sold 1 Reliance Global Group share in Q3 2022, an estimated $22K.
Ergoteles first reported a position in Reliance Global Group in Q2 2022 and held it in 1 quarter.
Ergoteles's Reliance Global Group position peaked at $22K in Q2 2022.
12 funds tracked by Wall St. Rank held Reliance Global Group as of Q3 2022.

Based on Ergoteles's 13F filing for Q3 2022, filed 14 Nov 2022.