3 Edge Asset Management, LP Pimco Equity Ser Rafi Esg U S Transaction History

3 Edge Asset Management, LP

$1.25 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	SELL	$27.33 - $29.92 $10,112 - $11,070	-370 Reduced 2.0%	18,086 $522,000
Q4 2022 Jan 13, 2023	BUY	$25.25 - $29.66 $466,014 - $547,404	18,456 New	18,456 $0

Others Institutions Holding RAFE

# of Institutions

26

Shares Held

1.4M

Call Options Held

0

Put Options Held

0

Sellwood Investment Partners LLC Portland, OR

503K
Shares

$18 Million
9.54% of portfolio
Northwest Bancshares, Inc. Warren, PA

164K
Shares

$5.89 Million
1.1% of portfolio
Arlington Financial Advisors, LLC

132K
Shares

$4.72 Million
1.0% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

110K
Shares

$3.95 Million
3.2% of portfolio
Commonwealth Equity Services, LLC

103K
Shares

$3.71 Million
0.01% of portfolio

About PIMCO EQUITY SER RAFI ESG U S

Ticker RAFE
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