LWCFA
ESGR

Loring Wolcott & Coolidge Fiduciary Advisors’s Enstar Group ESGR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
-10
Closed -$2K – 809
2021
Q2 		$2K Buy
+10
New +$2.49K ﹤0.01% 852
2021
Q1 		– Sell
-10
Closed -$2K – 435
2020
Q4 		$2K Buy
+10
New +$1.89K ﹤0.01% 744

Other funds holding ESGR

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ESGR Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Enstar Group (ESGR) in Q3 2021, closing a stake of 10 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ESGR in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 185 funds tracked by Wall St. Rank hold ESGR as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Enstar Group position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 10 Enstar Group shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Enstar Group in Q4 2020 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Enstar Group position peaked at $2K in Q2 2021.
  • 185 funds tracked by Wall St. Rank held Enstar Group as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.