Guardian Wealth Management (Illinois)’s Enstar Group ESGR Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio ESGR Stock Details ESGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,555	Closed	-$822K	–	231
2024 Q3	$822K	Sell	2,555 -12,459	-83%	-$4.04M	0.58%	47
2024 Q2	$4.59M	Buy	15,014 +124	+0.8%	+$37.2K	3.51%	8
2024 Q1	$4.63M	Sell	14,890 -528	-3%	-$151K	3.56%	7
2023 Q4	$4.54M	Sell	15,418 -149	-1%	-$38.9K	3.84%	3
2023 Q3	$3.77M	Buy	15,567 +300	+2%	+$75.3K	3.53%	4
2023 Q2	$3.73M	Buy	15,267 +401	+3%	+$99.1K	3.4%	3
2023 Q1	$3.45M	Buy	14,866 +189	+1%	+$44.8K	3.32%	4
2022 Q4	$3.39M	Buy	+14,677	New	+$2.99M	3.34%	3

Other funds holding ESGR

SPC

Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SSP

Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s ESGR Position: Q4 2024 in Review

Guardian Wealth Management (Illinois) sold out of Enstar Group (ESGR) in Q4 2024, closing a stake of 2,555 shares — an estimated $822K sold.

Guardian Wealth Management (Illinois) first reported a position in ESGR in Q4 2022 and held it in 8 quarters. The position peaked at $4.63M in Q1 2024. 276 funds tracked by Wall St. Rank hold ESGR as of Q4 2024.

Guardian Wealth Management (Illinois) reported no remaining Enstar Group position as of Q4 2024 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 2,555 Enstar Group shares in Q4 2024, an estimated $822K.
Guardian Wealth Management (Illinois) first reported a position in Enstar Group in Q4 2022 and held it in 8 quarters.
Guardian Wealth Management (Illinois)'s Enstar Group position peaked at $4.63M in Q1 2024.
276 funds tracked by Wall St. Rank held Enstar Group as of Q4 2024.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q4 2024, filed 14 Feb 2025.