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Acima Private Wealth’s RLI Corp RLI Stock Holding History

Acima Private Wealth’s Portfolio RLI Stock Details RLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-120
Closed -$8.15K – 256
2023
Q3 		$8.15K Hold
120
– – ﹤0.01% 214
2023
Q2 		$8.19K Hold
120
– – ﹤0.01% 226
2023
Q1 		$7.97K Buy
+120
New +$7.97K ﹤0.01% 230

Other funds holding RLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Acima Private Wealth's RLI Position: Q4 2023 in Review

Acima Private Wealth sold out of RLI Corp (RLI) in Q4 2023, closing a stake of 120 shares — an estimated $8.15K sold.

Acima Private Wealth first reported a position in RLI in Q1 2023 and held it in 3 quarters. The position peaked at $8.19K in Q2 2023. 357 funds tracked by Wall St. Rank hold RLI as of Q4 2023.

  • Acima Private Wealth reported no remaining RLI Corp position as of Q4 2023 after selling out during the quarter.
  • Acima Private Wealth sold 120 RLI Corp shares in Q4 2023, an estimated $8.15K.
  • Acima Private Wealth first reported a position in RLI Corp in Q1 2023 and held it in 3 quarters.
  • Acima Private Wealth's RLI Corp position peaked at $8.19K in Q2 2023.
  • 357 funds tracked by Wall St. Rank held RLI Corp as of Q4 2023.

Based on Acima Private Wealth's 13F filing for Q4 2023, filed 29 Feb 2024.