Institutional & Family Asset Management’s Enstar Group ESGR Stock Holding History

Institutional & Family Asset Management’s Portfolio ESGR Stock Details ESGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-50	Closed	-$12K	–	927
2021 Q2	$12K	Sell	50 -116	-70%	-$28.9K	﹤0.01%	560
2021 Q1	$41K	Buy	+166	New	+$37.7K	0.01%	383
2019 Q3	–	Sell	-11	Closed	-$2K	–	847
2019 Q2	$2K	Hold	11	–	–	﹤0.01%	706
2019 Q1	$2K	Hold	11	–	–	﹤0.01%	705
2018 Q4	$2K	Hold	11	–	–	﹤0.01%	680
2018 Q3	$2K	Hold	11	–	–	﹤0.01%	731
2018 Q2	$2K	Hold	11	–	–	﹤0.01%	715
2018 Q1	$2K	Buy	+11	New	+$2.27K	﹤0.01%	709

Other funds holding ESGR

SPC

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institutional & Family Asset Management's ESGR Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of Enstar Group (ESGR) in Q3 2021, closing a stake of 50 shares — an estimated $12K sold.

Institutional & Family Asset Management first reported a position in ESGR in Q1 2018 and held it in 8 quarters. The position peaked at $41K in Q1 2021. 185 funds tracked by Wall St. Rank hold ESGR as of Q3 2021.

Institutional & Family Asset Management reported no remaining Enstar Group position as of Q3 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 50 Enstar Group shares in Q3 2021, an estimated $12K.
Institutional & Family Asset Management first reported a position in Enstar Group in Q1 2018 and held it in 8 quarters.
Institutional & Family Asset Management's Enstar Group position peaked at $41K in Q1 2021.
185 funds tracked by Wall St. Rank held Enstar Group as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.