Ergoteles’s TFS Financial TFSL Stock Holding History

Ergoteles’s Portfolio TFSL Stock Details TFSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11,915	Closed	-$150K	–	762
2023 Q2	$150K	Buy	+11,915	New	+$144K	0.01%	885
2022 Q4	–	Sell	-15,000	Closed	-$195K	–	1876
2022 Q3	$195K	Buy	+15,000	New	+$213K	0.01%	1196

Other funds holding TFSL

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ergoteles's TFSL Position: Q3 2023 in Review

Ergoteles sold out of TFS Financial (TFSL) in Q3 2023, closing a stake of 11,915 shares — an estimated $150K sold.

Ergoteles first reported a position in TFSL in Q3 2022 and held it in 2 quarters. The position peaked at $195K in Q3 2022. 139 funds tracked by Wall St. Rank hold TFSL as of Q3 2023.

Ergoteles reported no remaining TFS Financial position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 11,915 TFS Financial shares in Q3 2023, an estimated $150K.
Ergoteles first reported a position in TFS Financial in Q3 2022 and held it in 2 quarters.
Ergoteles's TFS Financial position peaked at $195K in Q3 2022.
139 funds tracked by Wall St. Rank held TFS Financial as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.