MIM
ERF

Merewether Investment Management’s Enerplus Corporation ERF Stock Holding History

Merewether Investment Management’s Portfolio ERF Stock Details ERF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,325,658
Closed -$36.9M – 55
2024
Q1 		$36.9M Buy
1,325,658
+89,595
+7% +$1.46M 2.02% 20
2023
Q4 		$19M Buy
1,236,063
+58,496
+5% +$950K 1.12% 32
2023
Q3 		$20.8M Sell
1,177,567
-40,100
-3% -$663K 1.26% 25
2023
Q2 		$17.6M Buy
+1,217,667
New +$17.8M 1.28% 27
2023
Q1 		– Sell
-678,900
Closed -$12M – 45
2022
Q4 		$12M Buy
+678,900
New +$11.7M 1.17% 25

Other funds holding ERF

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return