LAM
ASX icon

Lifestyle Asset Management’s ASE Group ASX Stock Holding History

Lifestyle Asset Management’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-148,222
Closed -$1.15M – 88
2023
Q2 		$1.15M Sell
148,222
-1,389
-0.9% -$10.7K 0.69% 24
2023
Q1 		$1.19M Buy
+149,611
New +$1.09M 0.8% 20

Other funds holding ASX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Lifestyle Asset Management's ASX Position: Q3 2023 in Review

Lifestyle Asset Management sold out of ASE Group (ASX) in Q3 2023, closing a stake of 148,222 shares — an estimated $1.15M sold.

Lifestyle Asset Management first reported a position in ASX in Q1 2023 and held it in 2 quarters. The position peaked at $1.19M in Q1 2023. 257 funds tracked by Wall St. Rank hold ASX as of Q3 2023.

  • Lifestyle Asset Management reported no remaining ASE Group position as of Q3 2023 after selling out during the quarter.
  • Lifestyle Asset Management sold 148,222 ASE Group shares in Q3 2023, an estimated $1.15M.
  • Lifestyle Asset Management first reported a position in ASE Group in Q1 2023 and held it in 2 quarters.
  • Lifestyle Asset Management's ASE Group position peaked at $1.19M in Q1 2023.
  • 257 funds tracked by Wall St. Rank held ASE Group as of Q3 2023.

Based on Lifestyle Asset Management's 13F filing for Q3 2023, filed 5 Oct 2023.