E
PIPR icon

Ergoteles’s Piper Sandler PIPR Stock Holding History

Ergoteles’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,400
Closed -$430K – 1400
2023
Q1 		$430K Buy
+12,400
New +$442K 0.02% 788
2022
Q4 		– Sell
-26,588
Closed -$696K – 1785
2022
Q3 		$696K Buy
+26,588
New +$774K 0.02% 639
2021
Q4 		– Sell
-14,000
Closed -$485K – 1516
2021
Q3 		$485K Buy
+14,000
New +$469K 0.02% 597
2020
Q4 		– Sell
-13,600
Closed -$248K – 853
2020
Q3 		$248K Buy
+13,600
New +$232K 0.03% 404

Other funds holding PIPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return