West Branch Capital’s ENI E Stock Holding History

West Branch Capital’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$38	–	569
2024 Q3	$38	Buy	+1	New	+$31	﹤0.01%	608

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

West Branch Capital's E Position: Q4 2024 in Review

West Branch Capital sold out of ENI (E) in Q4 2024, closing a stake of 1 share — an estimated $38 sold.

West Branch Capital first reported a position in E in Q3 2024 and held it in 1 quarter. The position peaked at $38 in Q3 2024. 212 funds tracked by Wall St. Rank hold E as of Q4 2024.

West Branch Capital reported no remaining ENI position as of Q4 2024 after selling out during the quarter.
West Branch Capital sold 1 ENI share in Q4 2024, an estimated $38.
West Branch Capital first reported a position in ENI in Q3 2024 and held it in 1 quarter.
West Branch Capital's ENI position peaked at $38 in Q3 2024.
212 funds tracked by Wall St. Rank held ENI as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.