Forum Financial Management’s ENI E Stock Holding History

Forum Financial Management’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-30,556	Closed	-$1.16M	–	528
2025 Q4	$1.16M	Hold	30,556	–	–	0.02%	225
2025 Q3	$1.07M	Buy	30,556 +1,733	+6%	+$59.8K	0.01%	224
2025 Q2	$934K	Hold	28,823	–	–	0.01%	230
2025 Q1	$891K	Hold	28,823	–	–	0.01%	225
2024 Q4	$789K	Buy	28,823 +10,223	+55%	+$299K	0.01%	248
2024 Q3	$564K	Hold	18,600	–	–	0.01%	298
2024 Q2	$573K	Hold	18,600	–	–	0.01%	274
2024 Q1	$590K	Hold	18,600	–	–	0.01%	277
2023 Q4	$633K	Hold	18,600	–	–	0.01%	237
2023 Q3	$594K	Hold	18,600	–	–	0.01%	239
2023 Q2	$535K	Sell	18,600 -4	-0%	-$116	0.01%	277
2023 Q1	$521K	Buy	18,604 +3	+0%	+$88	0.02%	255
2022 Q4	$533K	Buy	18,601 +1	+0%	+$27	0.02%	239
2022 Q3	$393K	Hold	18,600	–	–	0.02%	275
2022 Q2	$443K	Hold	18,600	–	–	0.02%	257
2022 Q1	$544K	Hold	18,600	–	–	0.03%	225
2021 Q4	$514K	Buy	+18,600	New	+$519K	0.03%	240

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return