Anchor Investment Management’s Alliance Resource Partners ARLP Stock Holding History

Anchor Investment Management’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-400	Closed	-$8.07K	–	963
2023 Q1	$8.07K	Hold	400	–	–	﹤0.01%	777
2022 Q4	$8.13K	Hold	400	–	–	﹤0.01%	747
2022 Q3	$9.16K	Sell	400 -1,000	-71%	-$22.9K	﹤0.01%	729
2022 Q2	$25.5K	Hold	1,400	–	–	﹤0.01%	616
2022 Q1	$21.6K	Hold	1,400	–	–	﹤0.01%	655
2021 Q4	$17.7K	Hold	1,400	–	–	﹤0.01%	710
2021 Q3	$15.2K	Hold	1,400	–	–	﹤0.01%	665
2021 Q2	$10.1K	Buy	+1,400	New	+$8.77K	﹤0.01%	733
2020 Q4	–	Sell	-800	Closed	-$2.22K	–	922
2020 Q3	$2.22K	Hold	800	–	–	﹤0.01%	808
2020 Q2	$2.61K	Hold	800	–	–	﹤0.01%	764
2020 Q1	$2.48K	Sell	800 -250	-24%	-$1.93K	﹤0.01%	747
2019 Q4	$11.4K	Hold	1,050	–	–	﹤0.01%	632
2019 Q3	$16.8K	Buy	+1,050	New	+$17.2K	﹤0.01%	583
2019 Q1	–	Sell	-300	Closed	-$5.2K	–	786
2018 Q4	$5.2K	Hold	300	–	–	﹤0.01%	688
2018 Q3	$6.12K	Hold	300	–	–	﹤0.01%	706
2018 Q2	$5.5K	Hold	300	–	–	﹤0.01%	725
2018 Q1	$5.29K	Hold	300	–	–	﹤0.01%	702
2017 Q4	$5.91K	Hold	300	–	–	﹤0.01%	696
2017 Q3	$5.8K	Hold	300	–	–	﹤0.01%	678
2017 Q2	$5.67K	Hold	300	–	–	﹤0.01%	618
2017 Q1	$6.5K	Hold	300	–	–	﹤0.01%	601
2016 Q4	$6.74K	Hold	300	–	–	﹤0.01%	581
2016 Q3	$6.65K	Hold	300	–	–	﹤0.01%	560
2016 Q2	$4.73K	Hold	300	–	–	﹤0.01%	583
2016 Q1	$3.5K	Buy	+300	New	+$3.65K	﹤0.01%	584

Other funds holding ARLP

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

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

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

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Anchor Investment Management's ARLP Position: Q2 2023 in Review

Anchor Investment Management sold out of Alliance Resource Partners (ARLP) in Q2 2023, closing a stake of 400 shares — an estimated $8.07K sold.

Anchor Investment Management first reported a position in ARLP in Q1 2016 and held it in 25 quarters. The position peaked at $25.5K in Q2 2022. 128 funds tracked by Wall St. Rank hold ARLP as of Q2 2023.

Anchor Investment Management reported no remaining Alliance Resource Partners position as of Q2 2023 after selling out during the quarter.
Anchor Investment Management sold 400 Alliance Resource Partners shares in Q2 2023, an estimated $8.07K.
Anchor Investment Management first reported a position in Alliance Resource Partners in Q1 2016 and held it in 25 quarters.
Anchor Investment Management's Alliance Resource Partners position peaked at $25.5K in Q2 2022.
128 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.