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Panagora Asset Management’s IES Holdings IESC Stock Holding History

Panagora Asset Management’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-215
Closed -$11K – 2027
2021
Q2 		$11K Sell
215
-30
-12% -$1.55K ﹤0.01% 2239
2021
Q1 		$12K Buy
245
+21
+9% +$1.01K ﹤0.01% 2367
2020
Q4 		$10K Buy
+224
New +$8.76K ﹤0.01% 2295

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $208M AUM 27.6% 1-Year Est. Return

Panagora Asset Management's IESC Position: Q3 2021 in Review

Panagora Asset Management sold out of IES Holdings (IESC) in Q3 2021, closing a stake of 215 shares — an estimated $11K sold.

Panagora Asset Management first reported a position in IESC in Q4 2020 and held it in 3 quarters. The position peaked at $12K in Q1 2021. 95 funds tracked by Wall St. Rank hold IESC as of Q3 2021.

  • Panagora Asset Management reported no remaining IES Holdings position as of Q3 2021 after selling out during the quarter.
  • Panagora Asset Management sold 215 IES Holdings shares in Q3 2021, an estimated $11K.
  • Panagora Asset Management first reported a position in IES Holdings in Q4 2020 and held it in 3 quarters.
  • Panagora Asset Management's IES Holdings position peaked at $12K in Q1 2021.
  • 95 funds tracked by Wall St. Rank held IES Holdings as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.