AP
XL

AHL Partners’s XL Group Ltd. XL Stock Holding History

AHL Partners’s Portfolio XL Stock Details XL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$1.87M Buy
53,110
+19,317
+57% +$749K 0.03% 730
2017
Q3 		$1.33M Sell
33,793
-131,962
-80% -$5.63M 0.02% 798
2017
Q2 		$7.26M Sell
165,755
-112,915
-41% -$4.76M 0.15% 213
2017
Q1 		$11.1M Sell
278,670
-96,833
-26% -$3.8M 0.25% 87
2016
Q4 		$14M Buy
375,503
+217,755
+138% +$7.81M 0.43% 14
2016
Q3 		$5.3M Buy
157,748
+134,438
+577% +$4.52M 0.2% 139
2016
Q2 		$776K Buy
+23,310
New +$796K 0.04% 502
2015
Q2 		– Sell
-100,306
Closed -$3.69M – 934
2015
Q1 		$3.69M Sell
100,306
-58,750
-37% -$2.11M 0.15% 295
2014
Q4 		$5.47M Buy
159,056
+11,229
+8% +$383K 0.28% 19
2014
Q3 		$4.9M Buy
+147,827
New +$4.93M 0.38% 67

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

AHL Partners's XL Position: Q4 2017 in Review

AHL Partners increased its XL Group Ltd. (XL) stake by 57% in Q4 2017, buying an estimated $749K and bringing the position to 53,110 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #730.

AHL Partners first reported a position in XL in Q3 2014 and has held it in 10 quarters since. The position peaked at $14M in Q4 2016. 378 funds tracked by Wall St. Rank hold XL as of Q4 2017.

  • AHL Partners held 53,110 shares of XL Group Ltd. worth $1.87M as of Q4 2017.
  • AHL Partners bought 19,317 XL Group Ltd. shares in Q4 2017, an estimated $749K.
  • XL Group Ltd. made up 0.03% of AHL Partners's portfolio in Q4 2017, its #730 holding.
  • AHL Partners first reported a position in XL Group Ltd. in Q3 2014 and has held it in 10 quarters since.
  • AHL Partners's XL Group Ltd. position peaked at $14M in Q4 2016.
  • 378 funds tracked by Wall St. Rank held XL Group Ltd. as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.