Householder Group Estate & Retirement Specialist’s ENI E Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q2	–	Sell	-54	Closed	-$1.71K	–	1232
2024 Q1	$1.71K	Hold	54	–	–	﹤0.01%	1069
2023 Q4	$1K	Hold	54	–	–	﹤0.01%	1054
2023 Q3	$1.72K	Buy	+54	New	+$1.67K	﹤0.01%	1088
2023 Q1	$2K	Hold	54	–	–	﹤0.01%	1071
2022 Q4	$1K	Buy	+54	New	+$1.46K	﹤0.01%	333

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GAM

Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's E Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of ENI (E) in Q2 2024, closing a stake of 54 shares — an estimated $1.71K sold.

Householder Group Estate & Retirement Specialist first reported a position in E in Q4 2022 and held it in 5 quarters. The position peaked at $2K in Q1 2023. 220 funds tracked by Wall St. Rank hold E as of Q2 2024.

Householder Group Estate & Retirement Specialist reported no remaining ENI position as of Q2 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 54 ENI shares in Q2 2024, an estimated $1.71K.
Householder Group Estate & Retirement Specialist first reported a position in ENI in Q4 2022 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's ENI position peaked at $2K in Q1 2023.
220 funds tracked by Wall St. Rank held ENI as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.