Leuthold Group’s ENI E Stock Holding History

Leuthold Group’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,383	Closed	-$315K	–	200
2024 Q3	$315K	Sell	10,383 -251	-2%	-$7.86K	0.04%	158
2024 Q2	$327K	Sell	10,634 -153	-1%	-$4.85K	0.04%	153
2024 Q1	$342K	Sell	10,787 -461	-4%	-$14.6K	0.04%	157
2023 Q4	$383K	Sell	11,248 -86	-0.8%	-$2.8K	0.05%	151
2023 Q3	$362K	Sell	11,334 -159	-1%	-$4.9K	0.05%	153
2023 Q2	$331K	Hold	11,493	–	–	0.04%	169
2023 Q1	$322K	Sell	11,493 -677	-6%	-$19.8K	0.04%	168
2022 Q4	$349K	Sell	12,170 -227	-2%	-$6.12K	0.05%	163
2022 Q3	$262K	Hold	12,397	–	–	0.04%	165
2022 Q2	$295K	Hold	12,397	–	–	0.04%	164
2022 Q1	$363K	Buy	+12,397	New	+$369K	0.05%	161
2019 Q3	–	Sell	-10,178	Closed	-$336K	–	187
2019 Q2	$336K	Sell	10,178 -1,833	-15%	-$60.6K	0.04%	165
2019 Q1	$423K	Sell	12,011 -649	-5%	-$22K	0.06%	152
2018 Q4	$399K	Sell	12,660 -1,173	-8%	-$39.8K	0.06%	158
2018 Q3	$521K	Sell	13,833 -593	-4%	-$22.3K	0.06%	159
2018 Q2	$535K	Buy	+14,426	New	+$541K	0.06%	167

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Leuthold Group's E Position: Q4 2024 in Review

Leuthold Group sold out of ENI (E) in Q4 2024, closing a stake of 10,383 shares — an estimated $315K sold.

Leuthold Group first reported a position in E in Q2 2018 and held it in 16 quarters. The position peaked at $535K in Q2 2018. 212 funds tracked by Wall St. Rank hold E as of Q4 2024.

Leuthold Group reported no remaining ENI position as of Q4 2024 after selling out during the quarter.
Leuthold Group sold 10,383 ENI shares in Q4 2024, an estimated $315K.
Leuthold Group first reported a position in ENI in Q2 2018 and held it in 16 quarters.
Leuthold Group's ENI position peaked at $535K in Q2 2018.
212 funds tracked by Wall St. Rank held ENI as of Q4 2024.

Based on Leuthold Group's 13F filing for Q4 2024, filed 3 Feb 2025.