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CSat Investment Advisory’s RLI Corp RLI Stock Holding History

CSat Investment Advisory’s Portfolio RLI Stock Details RLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-478
Closed -$20K – 867
2020
Q3 		$20K Buy
478
+56
+13% +$2.46K ﹤0.01% 864
2020
Q2 		$17K Buy
+422
New +$16.6K ﹤0.01% 886

Other funds holding RLI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CSat Investment Advisory's RLI Position: Q4 2020 in Review

CSat Investment Advisory sold out of RLI Corp (RLI) in Q4 2020, closing a stake of 478 shares — an estimated $20K sold.

CSat Investment Advisory first reported a position in RLI in Q2 2020 and held it in 2 quarters. The position peaked at $20K in Q3 2020. 272 funds tracked by Wall St. Rank hold RLI as of Q4 2020.

  • CSat Investment Advisory reported no remaining RLI Corp position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 478 RLI Corp shares in Q4 2020, an estimated $20K.
  • CSat Investment Advisory first reported a position in RLI Corp in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's RLI Corp position peaked at $20K in Q3 2020.
  • 272 funds tracked by Wall St. Rank held RLI Corp as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.