Jim Simons’s Reliance Global Group EZRA Stock Holding History

Jim Simons’s Portfolio EZRA Stock Details EZRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-78	Closed	-$11.9K	–	3819
2024 Q2	$11.9K	Buy	+78	New	+$16.1K	﹤0.01%	3412
2021 Q4	–	Sell	-4	Closed	-$104K	–	4167
2021 Q3	$104K	Sell	4 -3	-43%	-$92.1K	﹤0.01%	3313
2021 Q2	$240K	Buy	+7	New	+$260K	﹤0.01%	3212

Other funds holding EZRA

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jim Simons's EZRA Position: Q3 2024 in Review

Jim Simons sold out of Reliance Global Group (EZRA) in Q3 2024, closing a stake of 78 shares — an estimated $11.9K sold.

Jim Simons first reported a position in EZRA in Q2 2021 and held it in 3 quarters. The position peaked at $240K in Q2 2021. 4 funds tracked by Wall St. Rank hold EZRA as of Q3 2024.

Jim Simons reported no remaining Reliance Global Group position as of Q3 2024 after selling out during the quarter.
Jim Simons sold 78 Reliance Global Group shares in Q3 2024, an estimated $11.9K.
Jim Simons first reported a position in Reliance Global Group in Q2 2021 and held it in 3 quarters.
Jim Simons's Reliance Global Group position peaked at $240K in Q2 2021.
4 funds tracked by Wall St. Rank held Reliance Global Group as of Q3 2024.

Based on Renaissance Technologies's 13F filing for Q3 2024, filed 13 Nov 2024.