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Lee Financial’s Arch Capital ACGL Stock Holding History

Lee 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
2024
Q1 		– Sell
-35
Closed -$2.6K – 150
2023
Q4 		$2.6K Hold
35
– – ﹤0.01% 693
2023
Q3 		$2.79K Hold
35
– – ﹤0.01% 614
2023
Q2 		$2.62K Hold
35
– – ﹤0.01% 603
2023
Q1 		$2.38K Hold
35
– – ﹤0.01% 638
2022
Q4 		$2.2K Buy
+35
New +$1.95K ﹤0.01% 672
2022
Q3 		– Sell
-6
Closed – – 805
2022
Q2 		$0 Buy
+6
New +$278 ﹤0.01% 839

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 $63.1B AUM 35.51% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Lee Financial's ACGL Position: Q1 2024 in Review

Lee Financial sold out of Arch Capital (ACGL) in Q1 2024, closing a stake of 35 shares — an estimated $2.6K sold.

Lee Financial first reported a position in ACGL in Q2 2022 and held it in 6 quarters. The position peaked at $2.79K in Q3 2023. 804 funds tracked by Wall St. Rank hold ACGL as of Q1 2024.

  • Lee Financial reported no remaining Arch Capital position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 35 Arch Capital shares in Q1 2024, an estimated $2.6K.
  • Lee Financial first reported a position in Arch Capital in Q2 2022 and held it in 6 quarters.
  • Lee Financial's Arch Capital position peaked at $2.79K in Q3 2023.
  • 804 funds tracked by Wall St. Rank held Arch Capital as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.