Ergoteles’s LM Funding America LMFA Stock Holding History

Ergoteles’s Portfolio LMFA Stock Details LMFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-125	Closed	-$10.3K	–	1533
2022 Q4	$10.3K	Buy	+125	New	+$14.9K	﹤0.01%	1370

Other funds holding LMFA

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Ergoteles's LMFA Position: Q1 2023 in Review

Ergoteles sold out of LM Funding America (LMFA) in Q1 2023, closing a stake of 125 shares — an estimated $10.3K sold.

Ergoteles first reported a position in LMFA in Q4 2022 and held it in 1 quarter. The position peaked at $10.3K in Q4 2022. 12 funds tracked by Wall St. Rank hold LMFA as of Q1 2023.

Ergoteles reported no remaining LM Funding America position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 125 LM Funding America shares in Q1 2023, an estimated $10.3K.
Ergoteles first reported a position in LM Funding America in Q4 2022 and held it in 1 quarter.
Ergoteles's LM Funding America position peaked at $10.3K in Q4 2022.
12 funds tracked by Wall St. Rank held LM Funding America as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.