RWA
ESGR

Redmont Wealth Advisors’s Enstar Group ESGR Stock Holding History

Redmont Wealth Advisors’s Portfolio ESGR Stock Details ESGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,972
Closed -$603K – 324
2024
Q2 		$603K Sell
1,972
-541
-22% -$162K 0.95% 27
2024
Q1 		$781K Buy
2,513
+6
+0.2% +$1.72K 1.08% 28
2023
Q4 		$738K Buy
2,507
+171
+7% +$44.7K 1.08% 27
2023
Q3 		$565K Buy
2,336
+149
+7% +$37.4K 0.99% 29
2023
Q2 		$534K Buy
2,187
+308
+16% +$76.1K 0.92% 30
2023
Q1 		$436K Buy
+1,879
New +$445K 0.88% 33
2022
Q2 		– Sell
-895
Closed -$234K – 113
2022
Q1 		$234K Sell
895
-10
-1% -$2.65K 0.25% 91
2021
Q4 		$224K Buy
+905
New +$215K 0.24% 102

Other funds holding ESGR

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Redmont Wealth Advisors's ESGR Position: Q3 2024 in Review

Redmont Wealth Advisors sold out of Enstar Group (ESGR) in Q3 2024, closing a stake of 1,972 shares — an estimated $603K sold.

Redmont Wealth Advisors first reported a position in ESGR in Q4 2021 and held it in 8 quarters. The position peaked at $781K in Q1 2024. 262 funds tracked by Wall St. Rank hold ESGR as of Q3 2024.

  • Redmont Wealth Advisors reported no remaining Enstar Group position as of Q3 2024 after selling out during the quarter.
  • Redmont Wealth Advisors sold 1,972 Enstar Group shares in Q3 2024, an estimated $603K.
  • Redmont Wealth Advisors first reported a position in Enstar Group in Q4 2021 and held it in 8 quarters.
  • Redmont Wealth Advisors's Enstar Group position peaked at $781K in Q1 2024.
  • 262 funds tracked by Wall St. Rank held Enstar Group as of Q3 2024.

Based on Redmont Wealth Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.