HPC
ACIC icon

HM Payson & Co’s American Coastal Insurance ACIC Stock Holding History

HM Payson & Co’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
2019
Q4 		– Sell
-955
Closed -$13K – 922
2019
Q3 		$13K Buy
+955
New +$12.3K ﹤0.01% 777

Other funds holding ACIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

HM Payson & Co's ACIC Position: Q4 2019 in Review

HM Payson & Co sold out of American Coastal Insurance (ACIC) in Q4 2019, closing a stake of 955 shares — an estimated $13K sold.

HM Payson & Co first reported a position in ACIC in Q3 2019 and held it in 1 quarter. The position peaked at $13K in Q3 2019. 115 funds tracked by Wall St. Rank hold ACIC as of Q4 2019.

  • HM Payson & Co reported no remaining American Coastal Insurance position as of Q4 2019 after selling out during the quarter.
  • HM Payson & Co sold 955 American Coastal Insurance shares in Q4 2019, an estimated $13K.
  • HM Payson & Co first reported a position in American Coastal Insurance in Q3 2019 and held it in 1 quarter.
  • HM Payson & Co's American Coastal Insurance position peaked at $13K in Q3 2019.
  • 115 funds tracked by Wall St. Rank held American Coastal Insurance as of Q4 2019.

Based on HM Payson & Co's 13F filing for Q4 2019, filed 18 Feb 2020.