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Lake Street Advisors Group’s Arch Capital ACGL Stock Holding History

Lake Street Advisors Group’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
Q4 		– Sell
-2,089
Closed -$234K – 648
2024
Q3 		$234K Buy
2,089
+48
+2% +$4.99K 0.01% 527
2024
Q2 		$206K Buy
+2,041
New +$198K 0.01% 533

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 $62.3B AUM 26.25% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Lake Street Advisors Group's ACGL Position: Q4 2024 in Review

Lake Street Advisors Group sold out of Arch Capital (ACGL) in Q4 2024, closing a stake of 2,089 shares — an estimated $234K sold.

Lake Street Advisors Group first reported a position in ACGL in Q2 2024 and held it in 2 quarters. The position peaked at $234K in Q3 2024. 842 funds tracked by Wall St. Rank hold ACGL as of Q4 2024.

  • Lake Street Advisors Group reported no remaining Arch Capital position as of Q4 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 2,089 Arch Capital shares in Q4 2024, an estimated $234K.
  • Lake Street Advisors Group first reported a position in Arch Capital in Q2 2024 and held it in 2 quarters.
  • Lake Street Advisors Group's Arch Capital position peaked at $234K in Q3 2024.
  • 842 funds tracked by Wall St. Rank held Arch Capital as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.