IPW
EFC

Impact Partnership Wealth’s Ellington Financial EFC Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-19
Closed -$241 – 753
2023
Q4 		$241 Buy
+19
New +$241 ﹤0.01% 814

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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.31B AUM 18.17% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Impact Partnership Wealth's EFC Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Ellington Financial (EFC) in Q1 2024, closing a stake of 19 shares — an estimated $241 sold.

Impact Partnership Wealth first reported a position in EFC in Q4 2023 and held it in 1 quarter. The position peaked at $241 in Q4 2023. 158 funds tracked by Wall St. Rank hold EFC as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Ellington Financial position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 19 Ellington Financial shares in Q1 2024, an estimated $241.
  • Impact Partnership Wealth first reported a position in Ellington Financial in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Ellington Financial position peaked at $241 in Q4 2023.
  • 158 funds tracked by Wall St. Rank held Ellington Financial as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.