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Liberty Capital Management’s Liberty All-Star Equity Fund USA Stock Holding History

Liberty Capital Management’s Portfolio USA Stock Details USA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,024
Closed -$64.9K – 150
2023
Q2 		$64.9K Hold
10,024
– – 0.02% 145
2023
Q1 		$62.1K Buy
+10,024
New +$61.6K 0.02% 133

Other funds holding USA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return

Liberty Capital Management's USA Position: Q3 2023 in Review

Liberty Capital Management sold out of Liberty All-Star Equity Fund (USA) in Q3 2023, closing a stake of 10,024 shares — an estimated $64.9K sold.

Liberty Capital Management first reported a position in USA in Q1 2023 and held it in 2 quarters. The position peaked at $64.9K in Q2 2023. 174 funds tracked by Wall St. Rank hold USA as of Q3 2023.

  • Liberty Capital Management reported no remaining Liberty All-Star Equity Fund position as of Q3 2023 after selling out during the quarter.
  • Liberty Capital Management sold 10,024 Liberty All-Star Equity Fund shares in Q3 2023, an estimated $64.9K.
  • Liberty Capital Management first reported a position in Liberty All-Star Equity Fund in Q1 2023 and held it in 2 quarters.
  • Liberty Capital Management's Liberty All-Star Equity Fund position peaked at $64.9K in Q2 2023.
  • 174 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2023.

Based on Liberty Capital Management's 13F filing for Q3 2023, filed 18 Oct 2023.