LAS
EFC

Lloyd Advisory Services’s Ellington Financial EFC Stock Holding History

Lloyd Advisory Services’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
2023
Q4 		– Sell
-12,948
Closed -$161K – 202
2023
Q3 		$161K Buy
+12,948
New +$172K 0.05% 242

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RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return

Lloyd Advisory Services's EFC Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Ellington Financial (EFC) in Q4 2023, closing a stake of 12,948 shares — an estimated $161K sold.

Lloyd Advisory Services first reported a position in EFC in Q3 2023 and held it in 1 quarter. The position peaked at $161K in Q3 2023. 166 funds tracked by Wall St. Rank hold EFC as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Ellington Financial position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 12,948 Ellington Financial shares in Q4 2023, an estimated $161K.
  • Lloyd Advisory Services first reported a position in Ellington Financial in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Ellington Financial position peaked at $161K in Q3 2023.
  • 166 funds tracked by Wall St. Rank held Ellington Financial as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.