GI
E icon

Gradient Investments’s ENI E Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-66
Closed -$2.25K – 1388
2023
Q4 		$2.25K Sell
66
-20
-23% -$650 ﹤0.01% 1198
2023
Q3 		$2.75K Buy
86
+20
+30% +$617 ﹤0.01% 1092
2023
Q2 		$1.9K Buy
+66
New +$1.91K ﹤0.01% 1169
2022
Q1 		– Sell
-22
Closed -$1K – 1214
2021
Q4 		$1K Hold
22
– – ﹤0.01% 1135
2021
Q3 		$1K Hold
22
– – ﹤0.01% 1067
2021
Q2 		$1K Hold
22
– – ﹤0.01% 1059
2021
Q1 		$1K Sell
22
-25
-53% -$564 ﹤0.01% 1071
2020
Q4 		$1K Hold
47
– – ﹤0.01% 1030
2020
Q3 		$1K Sell
47
-19
-29% -$353 ﹤0.01% 1035
2020
Q2 		$1K Sell
66
-295
-82% -$5.67K ﹤0.01% 963
2020
Q1 		$7K Sell
361
-48,320
-99% -$1.23M ﹤0.01% 714
2019
Q4 		$1.51M Sell
48,681
-1,301
-3% -$39.8K 0.07% 160
2019
Q3 		$1.52M Sell
49,982
-4,357
-8% -$135K 0.07% 154
2019
Q2 		$1.79M Buy
54,339
+20,432
+60% +$675K 0.09% 126
2019
Q1 		$1.2M Sell
33,907
-24,910
-42% -$845K 0.08% 110
2018
Q4 		$1.85M Buy
+58,817
New +$2M 0.11% 104
2014
Q2 		– Sell
-112
Closed -$6K – 516
2014
Q1 		$6K Buy
+112
New +$5.31K ﹤0.01% 383
2013
Q4 		– Sell
-95
Closed -$4K – 595
2013
Q3 		$4K Buy
+95
New +$4.27K ﹤0.01% 351

Other funds holding E

Morgan Stanley
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gradient Investments's E Position: Q1 2024 in Review

Gradient Investments sold out of ENI (E) in Q1 2024, closing a stake of 66 shares — an estimated $2.25K sold.

Gradient Investments first reported a position in E in Q3 2013 and held it in 18 quarters. The position peaked at $1.85M in Q4 2018. 221 funds tracked by Wall St. Rank hold E as of Q1 2024.

  • Gradient Investments reported no remaining ENI position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 66 ENI shares in Q1 2024, an estimated $2.25K.
  • Gradient Investments first reported a position in ENI in Q3 2013 and held it in 18 quarters.
  • Gradient Investments's ENI position peaked at $1.85M in Q4 2018.
  • 221 funds tracked by Wall St. Rank held ENI as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.