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Planned Solutions’s Essent Group ESNT Stock Holding History

Planned Solutions’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,385
Closed -$153K – 265
2024
Q3 		$153K Buy
+2,385
New +$146K 0.06% 144
2024
Q1 		– Sell
-2,385
Closed -$126K – 226
2023
Q4 		$126K Buy
+2,385
New +$117K 0.06% 152
2021
Q1 		– Sell
-1,100
Closed -$48K – 166
2020
Q4 		$48K Buy
+1,100
New +$47.6K 0.04% 206

Other funds holding ESNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Planned Solutions's ESNT Position: Q4 2024 in Review

Planned Solutions sold out of Essent Group (ESNT) in Q4 2024, closing a stake of 2,385 shares — an estimated $153K sold.

Planned Solutions first reported a position in ESNT in Q4 2020 and held it in 3 quarters. The position peaked at $153K in Q3 2024. 311 funds tracked by Wall St. Rank hold ESNT as of Q4 2024.

  • Planned Solutions reported no remaining Essent Group position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 2,385 Essent Group shares in Q4 2024, an estimated $153K.
  • Planned Solutions first reported a position in Essent Group in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's Essent Group position peaked at $153K in Q3 2024.
  • 311 funds tracked by Wall St. Rank held Essent Group as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.