Crossmark Global Holdings’s American Coastal Insurance ACIC Stock Holding History

Crossmark Global Holdings’s Portfolio ACIC Stock Details ACIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-10,210	Closed	-$37K	–	1369
2021 Q3	$37K	Sell	10,210 -720	-7%	-$2.89K	﹤0.01%	1399
2021 Q2	$62K	Hold	10,930	–	–	﹤0.01%	1416
2021 Q1	$79K	Hold	10,930	–	–	﹤0.01%	1409
2020 Q4	$63K	Hold	10,930	–	–	﹤0.01%	1376
2020 Q3	$66K	Hold	10,930	–	–	﹤0.01%	1325
2020 Q2	$85K	Buy	+10,930	New	+$88.7K	﹤0.01%	1338
2017 Q4	–	Sell	-18,680	Closed	-$304K	–	1643
2017 Q3	$304K	Buy	+18,680	New	+$297K	0.01%	1307
2016 Q3	$304K	Buy	+18,680	New	+$296K	0.01%	1307

Other funds holding ACIC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SWA

Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Crossmark Global Holdings's ACIC Position: Q4 2021 in Review

Crossmark Global Holdings sold out of American Coastal Insurance (ACIC) in Q4 2021, closing a stake of 10,210 shares — an estimated $37K sold.

Crossmark Global Holdings first reported a position in ACIC in Q3 2016 and held it in 8 quarters. The position peaked at $304K in Q3 2017. 90 funds tracked by Wall St. Rank hold ACIC as of Q4 2021.

Crossmark Global Holdings reported no remaining American Coastal Insurance position as of Q4 2021 after selling out during the quarter.
Crossmark Global Holdings sold 10,210 American Coastal Insurance shares in Q4 2021, an estimated $37K.
Crossmark Global Holdings first reported a position in American Coastal Insurance in Q3 2016 and held it in 8 quarters.
Crossmark Global Holdings's American Coastal Insurance position peaked at $304K in Q3 2017.
90 funds tracked by Wall St. Rank held American Coastal Insurance as of Q4 2021.

Based on Crossmark Global Holdings's 13F filing for Q4 2021, filed 10 Jan 2022.