KCPG
AHL

Kavar Capital Partners Group’s ASPEN Insurance Holding Limited AHL Stock Holding History

Kavar Capital Partners Group’s Portfolio AHL Stock Details AHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-21,530
Closed -$876K – 442
2018
Q2 		$876K Sell
21,530
-21,731
-50% -$937K 0.44% 64
2018
Q1 		$1.94M Buy
43,261
+1,700
+4% +$66.7K 1.01% 42
2017
Q4 		$1.69M Sell
41,561
-1,700
-4% -$70.3K 0.9% 50
2017
Q3 		$1.75M Buy
43,261
+3,200
+8% +$148K 0.96% 50
2017
Q2 		$2M Sell
40,061
-450
-1% -$22.9K 1.09% 43
2017
Q1 		$2.11M Buy
40,511
+800
+2% +$44.4K 1.17% 34
2016
Q4 		$2.18M Hold
39,711
– – 1.38% 31
2016
Q3 		$1.85M Sell
39,711
-1,950
-5% -$88.8K 1.19% 33
2016
Q2 		$1.93M Buy
41,661
+400
+1% +$18.7K 1.24% 29
2016
Q1 		$1.97M Buy
41,261
+3,200
+8% +$146K 1.3% 30
2015
Q4 		$1.84M Buy
38,061
+2,520
+7% +$124K 1.18% 39
2015
Q3 		$1.65M Buy
35,541
+2,850
+9% +$136K 1.17% 33
2015
Q2 		$1.56M Buy
+32,691
New +$1.55M 1.06% 36
2015
Q1 		– Sell
-30,491
Closed -$1.33M – 115
2014
Q4 		$1.33M Hold
30,491
– – 1.05% 38
2014
Q3 		$1.3M Buy
30,491
+3,950
+15% +$168K 1.11% 28
2014
Q2 		$1.21M Buy
26,541
+141
+0.5% +$6.32K 1.02% 35
2014
Q1 		$1.05M Buy
+26,400
New +$1.03M 0.87% 45

Other funds holding AHL

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Kavar Capital Partners Group's AHL Position: Q3 2018 in Review

Kavar Capital Partners Group sold out of ASPEN Insurance Holding Limited (AHL) in Q3 2018, closing a stake of 21,530 shares — an estimated $876K sold.

Kavar Capital Partners Group first reported a position in AHL in Q1 2014 and held it in 17 quarters. The position peaked at $2.18M in Q4 2016. 218 funds tracked by Wall St. Rank hold AHL as of Q3 2018.

  • Kavar Capital Partners Group reported no remaining ASPEN Insurance Holding Limited position as of Q3 2018 after selling out during the quarter.
  • Kavar Capital Partners Group sold 21,530 ASPEN Insurance Holding Limited shares in Q3 2018, an estimated $876K.
  • Kavar Capital Partners Group first reported a position in ASPEN Insurance Holding Limited in Q1 2014 and held it in 17 quarters.
  • Kavar Capital Partners Group's ASPEN Insurance Holding Limited position peaked at $2.18M in Q4 2016.
  • 218 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q3 2018.

Based on Kavar Capital Partners Group's 13F filing for Q3 2018, filed 9 Nov 2018.