6 Meridian’s American Coastal Insurance ACIC Stock Holding History

6 Meridian’s Portfolio ACIC Stock Details ACIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-47,286	Closed	-$596K	–	472
2019 Q4	$596K	Buy	47,286 +1,652	+4%	+$21K	0.05%	253
2019 Q3	$638K	Buy	45,634 +2,196	+5%	+$28.3K	0.06%	189
2019 Q2	$619K	Buy	43,438 +1,257	+3%	+$18.8K	0.06%	176
2019 Q1	$671K	Buy	42,181 +8,827	+26%	+$143K	0.07%	162
2018 Q4	$554K	Sell	33,354 -335	-1%	-$6.37K	0.06%	180
2018 Q3	$754K	Buy	+33,689	New	+$695K	0.08%	138

Other funds holding ACIC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SWA

Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

6 Meridian's ACIC Position: Q1 2020 in Review

6 Meridian sold out of American Coastal Insurance (ACIC) in Q1 2020, closing a stake of 47,286 shares — an estimated $596K sold.

6 Meridian first reported a position in ACIC in Q3 2018 and held it in 6 quarters. The position peaked at $754K in Q3 2018. 106 funds tracked by Wall St. Rank hold ACIC as of Q1 2020.

6 Meridian reported no remaining American Coastal Insurance position as of Q1 2020 after selling out during the quarter.
6 Meridian sold 47,286 American Coastal Insurance shares in Q1 2020, an estimated $596K.
6 Meridian first reported a position in American Coastal Insurance in Q3 2018 and held it in 6 quarters.
6 Meridian's American Coastal Insurance position peaked at $754K in Q3 2018.
106 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2020.

Based on 6 Meridian's 13F filing for Q1 2020, filed 14 Apr 2020.