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Sowell Financial Services’s The Ensign Group ENSG Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-89
Closed -$8K – 1153
2021
Q1 		$8K Buy
+89
New +$7.62K ﹤0.01% 2398
2020
Q3 		– Sell
-33
Closed -$1K – 2573
2020
Q2 		$1K Buy
+33
New +$1.31K ﹤0.01% 2280

Other funds holding ENSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Sowell Financial Services's ENSG Position: Q2 2021 in Review

Sowell Financial Services sold out of The Ensign Group (ENSG) in Q2 2021, closing a stake of 89 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in ENSG in Q2 2020 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 295 funds tracked by Wall St. Rank hold ENSG as of Q2 2021.

  • Sowell Financial Services reported no remaining The Ensign Group position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 89 The Ensign Group shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in The Ensign Group in Q2 2020 and held it in 2 quarters.
  • Sowell Financial Services's The Ensign Group position peaked at $8K in Q1 2021.
  • 295 funds tracked by Wall St. Rank held The Ensign Group as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.