MAI Capital Management’s ENI E Stock Holding History

MAI Capital Management’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	$15.6K	Buy	276 +156	+130%	+$7K	﹤0.01%	2928
2025 Q4	$4.55K	Sell	120 -37	-24%	-$1.36K	﹤0.01%	3149
2025 Q3	$5.48K	Sell	157 -956	-86%	-$33K	﹤0.01%	2983
2025 Q2	$36.1K	Buy	1,113 +1,070	+2,488%	+$31.7K	﹤0.01%	2045
2025 Q1	$1.33K	Hold	43	–	–	﹤0.01%	3061
2024 Q4	$1.18K	Buy	+43	New	+$1.26K	﹤0.01%	3157
2018 Q4	–	Sell	-5,568	Closed	-$210K	–	460
2018 Q3	$210K	Sell	5,568 -598	-10%	-$22.5K	0.01%	440
2018 Q2	$229K	Hold	6,166	–	–	0.01%	422
2018 Q1	$218K	Buy	+6,166	New	+$214K	0.01%	411

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