Seven Eight Capital’s IES Holdings IESC Stock Holding History

Seven Eight Capital’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
2024 Q3	–	Sell	-4,383	Closed	-$611K	–	828
2024 Q2	$611K	Buy	+4,383	New	+$616K	0.06%	477

Other funds holding IESC

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Seven Eight Capital's IESC Position: Q3 2024 in Review

Seven Eight Capital sold out of IES Holdings (IESC) in Q3 2024, closing a stake of 4,383 shares — an estimated $611K sold.

Seven Eight Capital first reported a position in IESC in Q2 2024 and held it in 1 quarter. The position peaked at $611K in Q2 2024. 238 funds tracked by Wall St. Rank hold IESC as of Q3 2024.

Seven Eight Capital reported no remaining IES Holdings position as of Q3 2024 after selling out during the quarter.
Seven Eight Capital sold 4,383 IES Holdings shares in Q3 2024, an estimated $611K.
Seven Eight Capital first reported a position in IES Holdings in Q2 2024 and held it in 1 quarter.
Seven Eight Capital's IES Holdings position peaked at $611K in Q2 2024.
238 funds tracked by Wall St. Rank held IES Holdings as of Q3 2024.

Based on Seven Eight Capital's 13F filing for Q3 2024, filed 12 Nov 2024.