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Coppell Advisory Solutions’s Hamilton Insurance Group HG Stock Holding History

Coppell Advisory Solutions’s Portfolio HG Stock Details HG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,308
Closed -$21.8K – 1910
2024
Q2 		$21.8K Buy
+1,308
New +$20K ﹤0.01% 750

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N
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Morgan Stanley
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BlackRock
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Coppell Advisory Solutions's HG Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of Hamilton Insurance Group (HG) in Q3 2024, closing a stake of 1,308 shares — an estimated $21.8K sold.

Coppell Advisory Solutions first reported a position in HG in Q2 2024 and held it in 1 quarter. The position peaked at $21.8K in Q2 2024. 123 funds tracked by Wall St. Rank hold HG as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining Hamilton Insurance Group position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,308 Hamilton Insurance Group shares in Q3 2024, an estimated $21.8K.
  • Coppell Advisory Solutions first reported a position in Hamilton Insurance Group in Q2 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Hamilton Insurance Group position peaked at $21.8K in Q2 2024.
  • 123 funds tracked by Wall St. Rank held Hamilton Insurance Group as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.