E
FSP

Ergoteles’s Franklin Street Properties FSP Stock Holding History

Ergoteles’s Portfolio FSP Stock Details FSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-117,950
Closed -$171K – 347
2023
Q2 		$171K Sell
117,950
-223,191
-65% -$309K 0.01% 869
2023
Q1 		$536K Buy
341,141
+153,380
+82% +$385K 0.02% 708
2022
Q4 		$513K Buy
187,761
+82,362
+78% +$228K 0.02% 690
2022
Q3 		$277K Buy
+105,399
New +$348K 0.01% 1017
2022
Q1 		– Sell
-11,788
Closed -$70K – 1361
2021
Q4 		$70K Sell
11,788
-39,912
-77% -$223K ﹤0.01% 1170
2021
Q3 		$240K Buy
51,700
+36,800
+247% +$179K 0.01% 900
2021
Q2 		$78K Buy
+14,900
New +$80K ﹤0.01% 1426
2021
Q1 		– Sell
-17,500
Closed -$76K – 888
2020
Q4 		$76K Sell
17,500
-14,300
-45% -$63.1K ﹤0.01% 633
2020
Q3 		$116K Buy
+31,800
New +$149K 0.02% 528

Other funds holding FSP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return