Heartland Advisors’s Envela ELA Stock Holding History

Heartland Advisors’s Portfolio ELA Stock Details ELA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-307,906	Closed	-$1.42M	–	186
2024 Q1	$1.42M	Sell	307,906 -92,094	-23%	-$409K	0.07%	171
2023 Q4	$1.94M	Hold	400,000	–	–	0.1%	164
2023 Q3	$1.9M	Buy	400,000 +159,612	+66%	+$964K	0.11%	164
2023 Q2	$1.77M	Hold	240,388	–	–	0.1%	164
2023 Q1	$1.56M	Buy	240,388 +44,713	+23%	+$298K	0.1%	166
2022 Q4	$1.03M	Buy	+195,675	New	+$1M	0.07%	179

Other funds holding ELA

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Heartland Advisors's ELA Position: Q2 2024 in Review

Heartland Advisors sold out of Envela (ELA) in Q2 2024, closing a stake of 307,906 shares — an estimated $1.42M sold.

Heartland Advisors first reported a position in ELA in Q4 2022 and held it in 6 quarters. The position peaked at $1.94M in Q4 2023. 38 funds tracked by Wall St. Rank hold ELA as of Q2 2024.

Heartland Advisors reported no remaining Envela position as of Q2 2024 after selling out during the quarter.
Heartland Advisors sold 307,906 Envela shares in Q2 2024, an estimated $1.42M.
Heartland Advisors first reported a position in Envela in Q4 2022 and held it in 6 quarters.
Heartland Advisors's Envela position peaked at $1.94M in Q4 2023.
38 funds tracked by Wall St. Rank held Envela as of Q2 2024.

Based on Heartland Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.