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Valeo Financial Advisors’s The Ensign Group ENSG Stock Holding History

Valeo Financial Advisors’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
-59
Closed -$6K – 892
2021
Q1 		$6K Buy
+59
New +$5.05K ﹤0.01% 1504
2020
Q3 		– Sell
-222
Closed -$9K – 1746
2020
Q2 		$9K Buy
222
+155
+231% +$6.15K ﹤0.01% 1314
2020
Q1 		$2K Buy
+67
New +$2.94K ﹤0.01% 1507

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Valeo Financial Advisors's ENSG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of The Ensign Group (ENSG) in Q2 2021, closing a stake of 59 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in ENSG in Q1 2020 and held it in 3 quarters. The position peaked at $9K in Q2 2020. 295 funds tracked by Wall St. Rank hold ENSG as of Q2 2021.

  • Valeo Financial Advisors reported no remaining The Ensign Group position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 59 The Ensign Group shares in Q2 2021, an estimated $6K.
  • Valeo Financial Advisors first reported a position in The Ensign Group in Q1 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's The Ensign Group position peaked at $9K in Q2 2020.
  • 295 funds tracked by Wall St. Rank held The Ensign Group as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.