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SkyOak Wealth’s The Ensign Group ENSG Stock Holding History

SkyOak Wealth’s Portfolio ENSG Stock Details ENSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,887
Closed -$324K – 258
2023
Q4 		$324K Sell
2,887
-53
-2% -$5.48K 0.08% 164
2023
Q3 		$273K Buy
+2,940
New +$278K 0.08% 182
2023
Q2 		– Sell
-2,739
Closed -$262K – 252
2023
Q1 		$262K Buy
2,739
+215
+9% +$19.7K 0.08% 180
2022
Q4 		$239K Buy
+2,524
New +$229K 0.08% 183
2022
Q2 		– Sell
-2,526
Closed -$227K – 232
2022
Q1 		$227K Buy
2,526
+59
+2% +$4.78K 0.06% 206
2021
Q4 		$207K Buy
+2,467
New +$192K 0.05% 227

Other funds holding ENSG

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SkyOak Wealth's ENSG Position: Q1 2024 in Review

SkyOak Wealth sold out of The Ensign Group (ENSG) in Q1 2024, closing a stake of 2,887 shares — an estimated $324K sold.

SkyOak Wealth first reported a position in ENSG in Q4 2021 and held it in 6 quarters. The position peaked at $324K in Q4 2023. 408 funds tracked by Wall St. Rank hold ENSG as of Q1 2024.

  • SkyOak Wealth reported no remaining The Ensign Group position as of Q1 2024 after selling out during the quarter.
  • SkyOak Wealth sold 2,887 The Ensign Group shares in Q1 2024, an estimated $324K.
  • SkyOak Wealth first reported a position in The Ensign Group in Q4 2021 and held it in 6 quarters.
  • SkyOak Wealth's The Ensign Group position peaked at $324K in Q4 2023.
  • 408 funds tracked by Wall St. Rank held The Ensign Group as of Q1 2024.

Based on SkyOak Wealth's 13F filing for Q1 2024, filed 29 Apr 2024.