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Seizert Capital Partners’s IES Holdings IESC Stock Holding History

Seizert Capital Partners’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
Q4 		– Sell
-21,176
Closed -$484K – 205
2021
Q3 		$484K Sell
21,176
-8,916
-30% -$217K 0.02% 171
2021
Q2 		$773K Buy
30,092
+15,452
+106% +$400K 0.04% 154
2021
Q1 		$369K Buy
14,640
+3,680
+34% +$88.5K 0.02% 157
2020
Q4 		$252K Buy
+10,960
New +$214K 0.01% 173

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 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 $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

Seizert Capital Partners's IESC Position: Q4 2021 in Review

Seizert Capital Partners sold out of IES Holdings (IESC) in Q4 2021, closing a stake of 21,176 shares — an estimated $484K sold.

Seizert Capital Partners first reported a position in IESC in Q4 2020 and held it in 4 quarters. The position peaked at $773K in Q2 2021. 98 funds tracked by Wall St. Rank hold IESC as of Q4 2021.

  • Seizert Capital Partners reported no remaining IES Holdings position as of Q4 2021 after selling out during the quarter.
  • Seizert Capital Partners sold 21,176 IES Holdings shares in Q4 2021, an estimated $484K.
  • Seizert Capital Partners first reported a position in IES Holdings in Q4 2020 and held it in 4 quarters.
  • Seizert Capital Partners's IES Holdings position peaked at $773K in Q2 2021.
  • 98 funds tracked by Wall St. Rank held IES Holdings as of Q4 2021.

Based on Seizert Capital Partners's 13F filing for Q4 2021, filed 8 Feb 2022.