SFO
EEX

Stokes Family Office’s Emerald Holding EEX Stock Holding History

Stokes Family Office’s Portfolio EEX Stock Details EEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-17,299
Closed -$78.2K – 250
2023
Q3 		$78.2K Buy
+17,299
New +$73.3K 0.01% 327

Other funds holding EEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stokes Family Office's EEX Position: Q4 2023 in Review

Stokes Family Office sold out of Emerald Holding (EEX) in Q4 2023, closing a stake of 17,299 shares — an estimated $78.2K sold.

Stokes Family Office first reported a position in EEX in Q3 2023 and held it in 1 quarter. The position peaked at $78.2K in Q3 2023. 63 funds tracked by Wall St. Rank hold EEX as of Q4 2023.

  • Stokes Family Office reported no remaining Emerald Holding position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 17,299 Emerald Holding shares in Q4 2023, an estimated $78.2K.
  • Stokes Family Office first reported a position in Emerald Holding in Q3 2023 and held it in 1 quarter.
  • Stokes Family Office's Emerald Holding position peaked at $78.2K in Q3 2023.
  • 63 funds tracked by Wall St. Rank held Emerald Holding as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.