Carmichael Hill & Associates’s Trupanion TRUP Stock Holding History

Carmichael Hill & Associates’s Portfolio TRUP Stock Details TRUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$966	Hold	23	–	–	﹤0.01%	736
2024 Q2	$677	Hold	23	–	–	﹤0.01%	741
2024 Q1	$636	Hold	23	–	–	﹤0.01%	735
2023 Q4	$702	Hold	23	–	–	﹤0.01%	753
2023 Q3	$649	Hold	23	–	–	﹤0.01%	749
2023 Q2	$453	Hold	23	–	–	﹤0.01%	761
2023 Q1	$987	Hold	23	–	–	﹤0.01%	730
2022 Q4	$1.09K	Hold	23	–	–	﹤0.01%	716
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	792
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	790
2022 Q1	$2K	Hold	23	–	–	﹤0.01%	754
2021 Q4	$3K	Hold	23	–	–	﹤0.01%	750
2021 Q3	$2K	Hold	23	–	–	﹤0.01%	756
2021 Q2	$3K	Hold	23	–	–	﹤0.01%	715
2021 Q1	$2K	Hold	23	–	–	﹤0.01%	724
2020 Q4	$3K	Hold	23	–	–	﹤0.01%	678
2020 Q3	$2K	Hold	23	–	–	﹤0.01%	668
2020 Q2	$1K	Hold	23	–	–	﹤0.01%	676
2020 Q1	$1K	Hold	23	–	–	﹤0.01%	661
2019 Q4	$1K	Buy	+23	New	+$676	﹤0.01%	673

Other funds holding TRUP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GLCM

Greenlea Lane Capital Management Weston, Connecticut $344M AUM 14.33% 1-Year Est. Return

Carmichael Hill & Associates's TRUP Position: Q3 2024 in Review

Carmichael Hill & Associates held its Trupanion (TRUP) position steady in Q3 2024 at 23 shares worth $966. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Carmichael Hill & Associates first reported a position in TRUP in Q4 2019 and has held it in 20 quarters since. The position peaked at $3K in Q4 2021. 211 funds tracked by Wall St. Rank hold TRUP as of Q3 2024.

Carmichael Hill & Associates held 23 shares of Trupanion worth $966 as of Q3 2024.
Carmichael Hill & Associates left its Trupanion share count unchanged in Q3 2024.
Trupanion made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #736 holding.
Carmichael Hill & Associates first reported a position in Trupanion in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's Trupanion position peaked at $3K in Q4 2021.
211 funds tracked by Wall St. Rank held Trupanion as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.