WG
FRE

Winton Group’s FREDDIE MAC D/B/A VOTING FRE Stock Holding History

Winton Group’s Portfolio FRE Stock Details FRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-368,637
Closed -$302K – 1562
2021
Q3 		$302K Buy
368,637
+43,600
+13% +$35.7K 0.02% 1092
2021
Q2 		$468K Buy
325,037
+44,735
+16% +$64.4K 0.03% 955
2021
Q1 		$575K Buy
280,302
+39,941
+17% +$81.9K 0.03% 799
2020
Q4 		$560K Sell
240,361
-586,780
-71% -$1.37M 0.04% 731
2020
Q3 		$1.58M Buy
+827,141
New +$1.58M 0.05% 639

Other funds holding FRE

CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
MW
Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
VRM
Vectors Research Management New York $383M AUM 30.23% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return

Winton Group's FRE Position: Q4 2021 in Review

Winton Group sold out of FREDDIE MAC D/B/A VOTING (FRE) in Q4 2021, closing a stake of 368,637 shares — an estimated $302K sold.

Winton Group first reported a position in FRE in Q3 2020 and held it in 5 quarters. The position peaked at $1.58M in Q3 2020. 9 funds tracked by Wall St. Rank hold FRE as of Q4 2021.

  • Winton Group reported no remaining FREDDIE MAC D/B/A VOTING position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 368,637 FREDDIE MAC D/B/A VOTING shares in Q4 2021, an estimated $302K.
  • Winton Group first reported a position in FREDDIE MAC D/B/A VOTING in Q3 2020 and held it in 5 quarters.
  • Winton Group's FREDDIE MAC D/B/A VOTING position peaked at $1.58M in Q3 2020.
  • 9 funds tracked by Wall St. Rank held FREDDIE MAC D/B/A VOTING as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.