AIM
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Anchor Investment Management’s Limbach Holdings LMB Stock Holding History

Anchor Investment Management’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-600
Closed -$24.9K – 1038
2024
Q1 		$24.9K Buy
600
+100
+20% +$4.35K ﹤0.01% 640
2023
Q4 		$22.7K Hold
500
– – ﹤0.01% 636
2023
Q3 		$15.9K Buy
500
+200
+67% +$6.05K ﹤0.01% 683
2023
Q2 		$7.42K Buy
+300
New +$6.03K ﹤0.01% 782

Other funds holding LMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anchor Investment Management's LMB Position: Q2 2024 in Review

Anchor Investment Management sold out of Limbach Holdings (LMB) in Q2 2024, closing a stake of 600 shares — an estimated $24.9K sold.

Anchor Investment Management first reported a position in LMB in Q2 2023 and held it in 4 quarters. The position peaked at $24.9K in Q1 2024. 137 funds tracked by Wall St. Rank hold LMB as of Q2 2024.

  • Anchor Investment Management reported no remaining Limbach Holdings position as of Q2 2024 after selling out during the quarter.
  • Anchor Investment Management sold 600 Limbach Holdings shares in Q2 2024, an estimated $24.9K.
  • Anchor Investment Management first reported a position in Limbach Holdings in Q2 2023 and held it in 4 quarters.
  • Anchor Investment Management's Limbach Holdings position peaked at $24.9K in Q1 2024.
  • 137 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2024.

Based on Anchor Investment Management's 13F filing for Q2 2024, filed 20 Sep 2024.