CIM
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Contravisory Investment Management’s Assured Guaranty AGO Stock Holding History

Contravisory Investment Management’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,056
Closed -$204K – 298
2023
Q1 		$204K Buy
4,056
+53
+1% +$3.08K 0.06% 197
2022
Q4 		$249K Buy
4,003
+611
+18% +$36.2K 0.07% 176
2022
Q3 		$164K Buy
+3,392
New +$182K 0.05% 194
2020
Q2 		– Sell
-4,012
Closed -$103K – 252
2020
Q1 		$103K Sell
4,012
-37
-0.9% -$1.53K 0.05% 180
2019
Q4 		$198K Buy
4,049
+106
+3% +$5.07K 0.07% 144
2019
Q3 		$175K Buy
3,943
+96
+2% +$4.23K 0.07% 145
2019
Q2 		$162K Hold
3,847
– – 0.06% 145
2019
Q1 		$171K Buy
+3,847
New +$160K 0.07% 147
2014
Q4 		– Sell
-250
Closed -$6K – 158
2014
Q3 		$6K Hold
250
– – ﹤0.01% 127
2014
Q2 		$6K Buy
+250
New +$6.2K ﹤0.01% 127

Other funds holding AGO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return