Cornerstone Investment Partners’s Alliance Resource Partners ARLP Stock Holding History

Cornerstone Investment Partners’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
2023 Q4	–	Sell	-30,074	Closed	-$678K	–	229
2023 Q3	$678K	Sell	30,074 -2,197	-7%	-$43.8K	0.04%	54
2023 Q2	$597K	Hold	32,271	–	–	0.04%	59
2023 Q1	$651K	Sell	32,271 -4,889	-13%	-$100K	0.04%	57
2022 Q4	$755K	Sell	37,160 -1,100	-3%	-$24.9K	0.05%	56
2022 Q3	$876K	Hold	38,260	–	–	0.06%	51
2022 Q2	$697K	Sell	38,260 -343	-0.9%	-$6.21K	0.05%	54
2022 Q1	$596K	Hold	38,603	–	–	0.03%	63
2021 Q4	$488K	Hold	38,603	–	–	0.03%	77
2021 Q3	$420K	Sell	38,603 -9,000	-19%	-$75K	0.02%	73
2021 Q2	$343K	Hold	47,603	–	–	0.02%	112
2021 Q1	$276K	Buy	+47,603	New	+$273K	0.01%	138

Other funds holding ARLP

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Cornerstone Investment Partners's ARLP Position: Q4 2023 in Review

Cornerstone Investment Partners sold out of Alliance Resource Partners (ARLP) in Q4 2023, closing a stake of 30,074 shares — an estimated $678K sold.

Cornerstone Investment Partners first reported a position in ARLP in Q1 2021 and held it in 11 quarters. The position peaked at $876K in Q3 2022. 138 funds tracked by Wall St. Rank hold ARLP as of Q4 2023.

Cornerstone Investment Partners reported no remaining Alliance Resource Partners position as of Q4 2023 after selling out during the quarter.
Cornerstone Investment Partners sold 30,074 Alliance Resource Partners shares in Q4 2023, an estimated $678K.
Cornerstone Investment Partners first reported a position in Alliance Resource Partners in Q1 2021 and held it in 11 quarters.
Cornerstone Investment Partners's Alliance Resource Partners position peaked at $876K in Q3 2022.
138 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2023.

Based on Cornerstone Investment Partners's 13F filing for Q4 2023, filed 31 Jan 2024.