Yousif Capital Management’s ENI E Stock Holding History

Yousif Capital Management’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
2026 Q1	$1.6M	Hold	28,181	–	–	0.02%	798
2025 Q4	$1.08M	Hold	28,181	–	–	0.01%	1045
2025 Q3	$985K	Hold	28,181	–	–	0.01%	1105
2025 Q2	$914K	Buy	28,181 +2,640	+10%	+$78.3K	0.01%	1172
2025 Q1	$790K	Hold	25,541	–	–	0.01%	1228
2024 Q4	$699K	Hold	25,541	–	–	0.01%	1333
2024 Q3	$774K	Sell	25,541 -753	-3%	-$23.6K	0.01%	1308
2024 Q2	$810K	Sell	26,294 -1,515	-5%	-$48K	0.01%	1248
2024 Q1	$882K	Hold	27,809	–	–	0.01%	1257
2023 Q4	$946K	Hold	27,809	–	–	0.01%	1241
2023 Q3	$888K	Sell	27,809 -2,475	-8%	-$76.3K	0.01%	1202
2023 Q2	$872K	Buy	30,284 +318	+1%	+$9.22K	0.01%	1225
2023 Q1	$839K	Buy	29,966 +100	+0.3%	+$2.93K	0.01%	1237
2022 Q4	$856K	Hold	29,866	–	–	0.01%	1243
2022 Q3	$631K	Buy	29,866 +2,140	+8%	+$49.3K	0.01%	1419
2022 Q2	$660K	Sell	27,726 -200	-0.7%	-$5.71K	0.01%	1441
2022 Q1	$817K	Hold	27,926	–	–	0.01%	1436
2021 Q4	$772K	Buy	+27,926	New	+$780K	0.01%	1485

Other funds holding E

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

Natixis Advisors

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

American Century Companies

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

Bank of America

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

Fidelity Investments

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