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Freedom Investment Management’s The Ensign Group ENSG Stock Holding History

Freedom Investment Management’s Portfolio ENSG Stock Details ENSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,313
Closed -$221K – 705
2023
Q2 		$221K Buy
2,313
+78
+3% +$7.34K 0.02% 631
2023
Q1 		$214K Sell
2,235
-135
-6% -$12.4K 0.02% 642
2022
Q4 		$224K Buy
+2,370
New +$215K 0.03% 637
2021
Q3 		– Sell
-2,528
Closed -$219K – 843
2021
Q2 		$219K Sell
2,528
-247
-9% -$21.3K 0.02% 796
2021
Q1 		$260K Buy
+2,775
New +$238K 0.02% 704
2019
Q4 		– Sell
-6,922
Closed -$307K – 679
2019
Q3 		$307K Sell
6,922
-995
-13% -$49.2K 0.03% 494
2019
Q2 		$422K Sell
7,917
-1,861
-19% -$93K 0.04% 404
2019
Q1 		$468K Sell
9,778
-3,168
-24% -$138K 0.04% 396
2018
Q4 		$470K Sell
12,946
-3,499
-21% -$136K 0.04% 437
2018
Q3 		$595K Buy
16,445
+1,635
+11% +$57K 0.04% 466
2018
Q2 		$496K Buy
14,810
+5,159
+53% +$159K 0.03% 556
2018
Q1 		$237K Buy
+9,651
New +$230K 0.01% 967
2017
Q1 		– Sell
-16,845
Closed -$350K – 1069
2016
Q4 		$350K Sell
16,845
-1,910
-10% -$37.2K 0.02% 624
2016
Q3 		$353K Buy
+18,755
New +$356K 0.02% 565
2016
Q2 		– Sell
-13,173
Closed -$279K – 849
2016
Q1 		$279K Buy
+13,173
New +$259K 0.02% 580

Other funds holding ENSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Investment Management's ENSG Position: Q3 2023 in Review

Freedom Investment Management sold out of The Ensign Group (ENSG) in Q3 2023, closing a stake of 2,313 shares — an estimated $221K sold.

Freedom Investment Management first reported a position in ENSG in Q1 2016 and held it in 15 quarters. The position peaked at $595K in Q3 2018. 350 funds tracked by Wall St. Rank hold ENSG as of Q3 2023.

  • Freedom Investment Management reported no remaining The Ensign Group position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 2,313 The Ensign Group shares in Q3 2023, an estimated $221K.
  • Freedom Investment Management first reported a position in The Ensign Group in Q1 2016 and held it in 15 quarters.
  • Freedom Investment Management's The Ensign Group position peaked at $595K in Q3 2018.
  • 350 funds tracked by Wall St. Rank held The Ensign Group as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.