CT
ARLP icon

Caldwell Trust’s Alliance Resource Partners ARLP Stock Holding History

Caldwell Trust’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
Q1 		– Sell
-1,200
Closed -$15.2K – 747
2021
Q4 		$15.2K Hold
1,200
– – ﹤0.01% 595
2021
Q3 		$13K Buy
+1,200
New +$10K ﹤0.01% 611

Other funds holding ARLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
JP Morgan Chase
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
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
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caldwell Trust's ARLP Position: Q1 2022 in Review

Caldwell Trust sold out of Alliance Resource Partners (ARLP) in Q1 2022, closing a stake of 1,200 shares — an estimated $15.2K sold.

Caldwell Trust first reported a position in ARLP in Q3 2021 and held it in 2 quarters. The position peaked at $15.2K in Q4 2021. 101 funds tracked by Wall St. Rank hold ARLP as of Q1 2022.

  • Caldwell Trust reported no remaining Alliance Resource Partners position as of Q1 2022 after selling out during the quarter.
  • Caldwell Trust sold 1,200 Alliance Resource Partners shares in Q1 2022, an estimated $15.2K.
  • Caldwell Trust first reported a position in Alliance Resource Partners in Q3 2021 and held it in 2 quarters.
  • Caldwell Trust's Alliance Resource Partners position peaked at $15.2K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q1 2022.

Based on Caldwell Trust's 13F filing for Q1 2022, filed 2 Oct 2025.