JSF Financial’s Arch Capital ACGL Stock Holding History

JSF Financial’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
2023 Q2	–	Sell	-8,783	Closed	-$596K	–	106
2023 Q1	$596K	Buy	8,783 +1,656	+23%	+$109K	0.22%	62
2022 Q4	$447K	Buy	+7,127	New	+$398K	0.17%	81

Other funds holding ACGL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JSF Financial's ACGL Position: Q2 2023 in Review

JSF Financial sold out of Arch Capital (ACGL) in Q2 2023, closing a stake of 8,783 shares — an estimated $596K sold.

JSF Financial first reported a position in ACGL in Q4 2022 and held it in 2 quarters. The position peaked at $596K in Q1 2023. 668 funds tracked by Wall St. Rank hold ACGL as of Q2 2023.

JSF Financial reported no remaining Arch Capital position as of Q2 2023 after selling out during the quarter.
JSF Financial sold 8,783 Arch Capital shares in Q2 2023, an estimated $596K.
JSF Financial first reported a position in Arch Capital in Q4 2022 and held it in 2 quarters.
JSF Financial's Arch Capital position peaked at $596K in Q1 2023.
668 funds tracked by Wall St. Rank held Arch Capital as of Q2 2023.

Based on JSF Financial's 13F filing for Q2 2023, filed 2 Aug 2023.