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VisionPoint Advisory Group’s Enstar Group ESGR Stock Holding History

VisionPoint Advisory Group’s Portfolio ESGR Stock Details ESGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-35
Closed -$8.47K – 787
2023
Q3 		$8.47K Buy
+35
New +$8.78K ﹤0.01% 455

Other funds holding ESGR

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
Beck Mack & Oliver
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

VisionPoint Advisory Group's ESGR Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Enstar Group (ESGR) in Q4 2023, closing a stake of 35 shares — an estimated $8.47K sold.

VisionPoint Advisory Group first reported a position in ESGR in Q3 2023 and held it in 1 quarter. The position peaked at $8.47K in Q3 2023. 202 funds tracked by Wall St. Rank hold ESGR as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Enstar Group position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 35 Enstar Group shares in Q4 2023, an estimated $8.47K.
  • VisionPoint Advisory Group first reported a position in Enstar Group in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Enstar Group position peaked at $8.47K in Q3 2023.
  • 202 funds tracked by Wall St. Rank held Enstar Group as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.