LRI Investments’s ENI E Stock Holding History

LRI Investments’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
2026 Q1	$3.21K	Hold	57	–	–	﹤0.01%	1194
2025 Q4	$2.15K	Hold	57	–	–	﹤0.01%	1198
2025 Q3	$1.98K	Buy	57 +24	+73%	+$828	﹤0.01%	1205
2025 Q2	$1.06K	Hold	33	–	–	﹤0.01%	1211
2025 Q1	$1.01K	Hold	33	–	–	﹤0.01%	1153
2024 Q4	$894	Hold	33	–	–	﹤0.01%	1116
2024 Q3	$963	Hold	33	–	–	﹤0.01%	1104
2024 Q2	$1.01K	Buy	33 +1	+3%	+$32	﹤0.01%	1094
2024 Q1	$1.02K	Buy	+32	New	+$1.01K	﹤0.01%	798

Other funds holding E

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

Natixis Advisors

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

American Century Companies

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

Bank of America

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

Fidelity Investments

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