HI
EFC

Hoey Investments’s Ellington Financial EFC Stock Holding History

Hoey Investments’s Portfolio EFC Stock Details EFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-60
Closed -$725 – 393
2024
Q3 		$725 Hold
60
– – ﹤0.01% 342
2024
Q2 		$725 Buy
+60
New +$707 ﹤0.01% 342

Other funds holding EFC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hoey Investments's EFC Position: Q4 2024 in Review

Hoey Investments sold out of Ellington Financial (EFC) in Q4 2024, closing a stake of 60 shares — an estimated $725 sold.

Hoey Investments first reported a position in EFC in Q2 2024 and held it in 2 quarters. The position peaked at $725 in Q3 2024. 197 funds tracked by Wall St. Rank hold EFC as of Q4 2024.

  • Hoey Investments reported no remaining Ellington Financial position as of Q4 2024 after selling out during the quarter.
  • Hoey Investments sold 60 Ellington Financial shares in Q4 2024, an estimated $725.
  • Hoey Investments first reported a position in Ellington Financial in Q2 2024 and held it in 2 quarters.
  • Hoey Investments's Ellington Financial position peaked at $725 in Q3 2024.
  • 197 funds tracked by Wall St. Rank held Ellington Financial as of Q4 2024.

Based on Hoey Investments's 13F filing for Q4 2024, filed 12 Feb 2025.