Edge Capital Group’s Alliance Resource Partners ARLP Stock Holding History

Edge Capital Group’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
2022 Q2	–	Sell	-114,200	Closed	-$1.76M	–	354
2022 Q1	$1.76M	Sell	114,200 -800	-0.7%	-$11.3K	0.12%	113
2021 Q4	$1.45M	Hold	115,000	–	–	0.1%	121
2021 Q3	$1.25M	Hold	115,000	–	–	0.1%	123
2021 Q2	$829K	Hold	115,000	–	–	0.07%	149
2021 Q1	$667K	Hold	115,000	–	–	0.06%	158
2020 Q4	$515K	Sell	115,000 -66,000	-36%	-$253K	0.04%	165
2020 Q3	$501K	Buy	181,000 +66,000	+57%	+$213K	0.05%	159
2020 Q2	$375K	Hold	115,000	–	–	0.04%	170
2020 Q1	$357K	Buy	115,000 +49,961	+77%	+$385K	0.04%	165
2019 Q4	$704K	Hold	65,039	–	–	0.07%	146
2019 Q3	$1.04M	Hold	65,039	–	–	0.11%	118
2019 Q2	$1.1M	Hold	65,039	–	–	0.11%	118
2019 Q1	$1.32M	Hold	65,039	–	–	0.13%	103
2018 Q4	$1.13M	Buy	+65,039	New	+$1.27M	0.12%	105

Other funds holding ARLP

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

P3I

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

BCM

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Edge Capital Group's ARLP Position: Q2 2022 in Review

Edge Capital Group sold out of Alliance Resource Partners (ARLP) in Q2 2022, closing a stake of 114,200 shares — an estimated $1.76M sold.

Edge Capital Group first reported a position in ARLP in Q4 2018 and held it in 14 quarters. The position peaked at $1.76M in Q1 2022. 115 funds tracked by Wall St. Rank hold ARLP as of Q2 2022.

Edge Capital Group reported no remaining Alliance Resource Partners position as of Q2 2022 after selling out during the quarter.
Edge Capital Group sold 114,200 Alliance Resource Partners shares in Q2 2022, an estimated $1.76M.
Edge Capital Group first reported a position in Alliance Resource Partners in Q4 2018 and held it in 14 quarters.
Edge Capital Group's Alliance Resource Partners position peaked at $1.76M in Q1 2022.
115 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2022.

Based on Edge Capital Group's 13F filing for Q2 2022, filed 8 Aug 2022.