HGERS
EARN

Householder Group Estate & Retirement Specialist’s Ellington Residential Mortgage REIT EARN Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio EARN Stock Details EARN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,337
Closed -$9K – 716
2024
Q3 		$9K Buy
1,337
+862
+181% +$5.99K ﹤0.01% 827
2024
Q2 		$3K Buy
+475
New +$3.29K ﹤0.01% 1000

Other funds holding EARN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's EARN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Ellington Residential Mortgage REIT (EARN) in Q4 2024, closing a stake of 1,337 shares — an estimated $9K sold.

Householder Group Estate & Retirement Specialist first reported a position in EARN in Q2 2024 and held it in 2 quarters. The position peaked at $9K in Q3 2024. 75 funds tracked by Wall St. Rank hold EARN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Ellington Residential Mortgage REIT position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,337 Ellington Residential Mortgage REIT shares in Q4 2024, an estimated $9K.
  • Householder Group Estate & Retirement Specialist first reported a position in Ellington Residential Mortgage REIT in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Ellington Residential Mortgage REIT position peaked at $9K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Ellington Residential Mortgage REIT as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.