HIA
ATH

Harbor Investment Advisory’s Athene Holding Ltd. Class A Common Shares ATH Stock Holding History

Harbor Investment Advisory’s Portfolio ATH Stock Details ATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-601
Closed -$20K – 1264
2020
Q3 		$20K Hold
601
– – ﹤0.01% 744
2020
Q2 		$19K Sell
601
-420
-41% -$11.7K ﹤0.01% 656
2020
Q1 		$25K Hold
1,021
– – 0.01% 537
2019
Q4 		$48K Buy
+1,021
New +$44.4K 0.01% 416

Other funds holding ATH

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harbor Investment Advisory's ATH Position: Q4 2020 in Review

Harbor Investment Advisory sold out of Athene Holding Ltd. Class A Common Shares (ATH) in Q4 2020, closing a stake of 601 shares — an estimated $20K sold.

Harbor Investment Advisory first reported a position in ATH in Q4 2019 and held it in 4 quarters. The position peaked at $48K in Q4 2019. 269 funds tracked by Wall St. Rank hold ATH as of Q4 2020.

  • Harbor Investment Advisory reported no remaining Athene Holding Ltd. Class A Common Shares position as of Q4 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 601 Athene Holding Ltd. Class A Common Shares shares in Q4 2020, an estimated $20K.
  • Harbor Investment Advisory first reported a position in Athene Holding Ltd. Class A Common Shares in Q4 2019 and held it in 4 quarters.
  • Harbor Investment Advisory's Athene Holding Ltd. Class A Common Shares position peaked at $48K in Q4 2019.
  • 269 funds tracked by Wall St. Rank held Athene Holding Ltd. Class A Common Shares as of Q4 2020.

Based on Harbor Investment Advisory's 13F filing for Q4 2020, filed 4 Feb 2021.