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 – 114
2022
Q1 		$234K Sell
895
-10
-1% -$2.65K 0.25% 91
2021
Q4 		$224K Buy
+905
New +$215K 0.25% 102

Other funds holding ESGR

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return