HGERS
EFC

Householder Group Estate & Retirement Specialist’s Ellington Financial EFC Stock Holding History

Householder Group Estate & Retirement Specialist’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
-275
Closed -$3K – 721
2024
Q3 		$3K Hold
275
– – ﹤0.01% 983
2024
Q2 		$3K Buy
+275
New +$3.24K ﹤0.01% 1002

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

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

Householder Group Estate & Retirement Specialist sold out of Ellington Financial (EFC) in Q4 2024, closing a stake of 275 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in EFC in Q2 2024 and held it in 2 quarters. The position peaked at $3K in Q3 2024. 197 funds tracked by Wall St. Rank hold EFC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Ellington Financial position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 275 Ellington Financial shares in Q4 2024, an estimated $3K.
  • Householder Group Estate & Retirement Specialist first reported a position in Ellington Financial in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Ellington Financial position peaked at $3K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held Ellington Financial as of Q4 2024.

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