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ERF

Navellier & Associates’s Enerplus Corporation ERF Stock Holding History

Navellier & Associates’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
-10,925
Closed -$215K – 379
2024
Q1 		$215K Sell
10,925
-242
-2% -$3.94K 0.03% 319
2023
Q4 		$171K Buy
+11,167
New +$181K 0.03% 313
2023
Q2 		– Sell
-65,847
Closed -$949K – 311
2023
Q1 		$949K Sell
65,847
-763
-1% -$12.3K 0.2% 114
2022
Q4 		$1.18M Buy
66,610
+7,334
+12% +$126K 0.24% 98
2022
Q3 		$840K Sell
59,276
-858
-1% -$12K 0.19% 115
2022
Q2 		$796K Buy
+60,134
New +$828K 0.17% 132

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

Navellier & Associates's ERF Position: Q2 2024 in Review

Navellier & Associates sold out of Enerplus Corporation (ERF) in Q2 2024, closing a stake of 10,925 shares — an estimated $215K sold.

Navellier & Associates first reported a position in ERF in Q2 2022 and held it in 6 quarters. The position peaked at $1.18M in Q4 2022. 4 funds tracked by Wall St. Rank hold ERF as of Q2 2024.

  • Navellier & Associates reported no remaining Enerplus Corporation position as of Q2 2024 after selling out during the quarter.
  • Navellier & Associates sold 10,925 Enerplus Corporation shares in Q2 2024, an estimated $215K.
  • Navellier & Associates first reported a position in Enerplus Corporation in Q2 2022 and held it in 6 quarters.
  • Navellier & Associates's Enerplus Corporation position peaked at $1.18M in Q4 2022.
  • 4 funds tracked by Wall St. Rank held Enerplus Corporation as of Q2 2024.

Based on Navellier & Associates's 13F filing for Q2 2024, filed 8 Aug 2024.