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Edmonds Duncan Registered Investment Advisors’s Arch Capital ACGL Stock Holding History

Edmonds Duncan Registered Investment Advisors’s Portfolio ACGL Stock Details ACGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,026
Closed -$225K – 138
2023
Q4 		$225K Sell
3,026
-9
-0.3% -$736 0.06% 118
2023
Q3 		$242K Sell
3,035
-218
-7% -$17K 0.07% 113
2023
Q2 		$243K Buy
+3,253
New +$235K 0.07% 113

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's ACGL Position: Q1 2024 in Review

Edmonds Duncan Registered Investment Advisors sold out of Arch Capital (ACGL) in Q1 2024, closing a stake of 3,026 shares — an estimated $225K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in ACGL in Q2 2023 and held it in 3 quarters. The position peaked at $243K in Q2 2023. 803 funds tracked by Wall St. Rank hold ACGL as of Q1 2024.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Arch Capital position as of Q1 2024 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 3,026 Arch Capital shares in Q1 2024, an estimated $225K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Arch Capital in Q2 2023 and held it in 3 quarters.
  • Edmonds Duncan Registered Investment Advisors's Arch Capital position peaked at $243K in Q2 2023.
  • 803 funds tracked by Wall St. Rank held Arch Capital as of Q1 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.