WCM Investment Management
ESGR

WCM Investment Management’s Enstar Group ESGR Stock Holding History

WCM Investment Management’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
2024
Q4 		– Sell
-99,572
Closed -$32M – 304
2024
Q3 		$32M Sell
99,572
-25,536
-20% -$8.27M 0.07% 68
2024
Q2 		$38.3M Sell
125,108
-634
-0.5% -$190K 0.09% 61
2024
Q1 		$39.1M Sell
125,742
-7,089
-5% -$2.03M 0.09% 60
2023
Q4 		$39.1M Sell
132,831
-2,039
-2% -$533K 0.11% 58
2023
Q3 		$32.5M Buy
134,870
+640
+0.5% +$161K 0.1% 53
2023
Q2 		$32.9M Buy
134,230
+81
+0.1% +$20K 0.1% 56
2023
Q1 		$31.1M Sell
134,149
-249
-0.2% -$59K 0.1% 54
2022
Q4 		$31.1M Sell
134,398
-1,287
-0.9% -$262K 0.1% 60
2022
Q3 		$23.9M Buy
135,685
+1,405
+1% +$274K 0.09% 65
2022
Q2 		$28.3M Sell
134,280
-1,575
-1% -$366K 0.1% 61
2022
Q1 		$35.5M Sell
135,855
-15,525
-10% -$4.12M 0.1% 56
2021
Q4 		$37.5M Sell
151,380
-446
-0.3% -$106K 0.08% 56
2021
Q3 		$35.6M Buy
151,826
+4,202
+3% +$1.02M 0.08% 54
2021
Q2 		$35.3M Buy
147,624
+9,162
+7% +$2.28M 0.09% 45
2021
Q1 		$34.2M Buy
138,462
+17,084
+14% +$3.88M 0.09% 48
2020
Q4 		$24.9M Buy
121,378
+2,047
+2% +$386K 0.07% 53
2020
Q3 		$19.3M Buy
119,331
+21,669
+22% +$3.69M 0.07% 53
2020
Q2 		$14.9M Buy
97,662
+5,751
+6% +$848K 0.06% 57
2020
Q1 		$14.6M Buy
91,911
+6,335
+7% +$1.16M 0.08% 49
2019
Q4 		$17.7M Buy
85,576
+14,663
+21% +$2.93M 0.1% 45
2019
Q3 		$13.5M Sell
70,913
-3,756
-5% -$674K 0.08% 45
2019
Q2 		$13M Buy
74,669
+6,793
+10% +$1.18M 0.08% 45
2019
Q1 		$11.8M Buy
67,876
+27,546
+68% +$4.78M 0.08% 47
2018
Q4 		$6.76M Buy
40,330
+4,011
+11% +$726K 0.06% 48
2018
Q3 		$7.57M Buy
36,319
+24,412
+205% +$5.18M 0.07% 46
2018
Q2 		$2.47M Buy
+11,907
New +$2.52M 0.03% 70

Other funds holding ESGR

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WCM Investment Management's ESGR Position: Q4 2024 in Review

WCM Investment Management sold out of Enstar Group (ESGR) in Q4 2024, closing a stake of 99,572 shares — an estimated $32M sold.

WCM Investment Management first reported a position in ESGR in Q2 2018 and held it in 26 quarters. The position peaked at $39.1M in Q4 2023. 276 funds tracked by Wall St. Rank hold ESGR as of Q4 2024.

  • WCM Investment Management reported no remaining Enstar Group position as of Q4 2024 after selling out during the quarter.
  • WCM Investment Management sold 99,572 Enstar Group shares in Q4 2024, an estimated $32M.
  • WCM Investment Management first reported a position in Enstar Group in Q2 2018 and held it in 26 quarters.
  • WCM Investment Management's Enstar Group position peaked at $39.1M in Q4 2023.
  • 276 funds tracked by Wall St. Rank held Enstar Group as of Q4 2024.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.