AIM
ARLP icon

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

Axiom 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
2022
Q4 		$325K Buy
16,000
+6,000
+60% +$136K 0.85% 37
2022
Q3 		$229K Hold
10,000
– – 0.46% 47
2022
Q2 		$182K Buy
+10,000
New +$181K 0.52% 60

Other funds holding ARLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Axiom Investment Management's ARLP Position: Q4 2022 in Review

Axiom Investment Management increased its Alliance Resource Partners (ARLP) stake by 60% in Q4 2022, buying an estimated $136K and bringing the position to 16,000 shares worth $325K. The position accounts for 0.85% of the portfolio, ranked #37.

Axiom Investment Management first reported a position in ARLP in Q2 2022 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold ARLP as of Q4 2022.

  • Axiom Investment Management held 16,000 shares of Alliance Resource Partners worth $325K as of Q4 2022.
  • Axiom Investment Management bought 6,000 Alliance Resource Partners shares in Q4 2022, an estimated $136K.
  • Alliance Resource Partners made up 0.85% of Axiom Investment Management's portfolio in Q4 2022, its #37 holding.
  • Axiom Investment Management first reported a position in Alliance Resource Partners in Q2 2022 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.