LMR Partners’s American Coastal Insurance ACIC Stock Holding History

LMR Partners’s Portfolio ACIC Stock Details ACIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-83,666	Closed	-$363K	–	1207
2021 Q4	$363K	Sell	83,666 -23,334	-22%	-$100K	﹤0.01%	983
2021 Q3	$388K	Buy	+107,000	New	+$430K	﹤0.01%	841
2014 Q2	–	Sell	-15,211	Closed	-$223K	–	456
2014 Q1	$223K	Buy	+15,211	New	+$210K	0.03%	216

Other funds holding ACIC

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SWA

Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

LMR Partners's ACIC Position: Q1 2022 in Review

LMR Partners sold out of American Coastal Insurance (ACIC) in Q1 2022, closing a stake of 83,666 shares — an estimated $363K sold.

LMR Partners first reported a position in ACIC in Q1 2014 and held it in 3 quarters. The position peaked at $388K in Q3 2021. 85 funds tracked by Wall St. Rank hold ACIC as of Q1 2022.

LMR Partners reported no remaining American Coastal Insurance position as of Q1 2022 after selling out during the quarter.
LMR Partners sold 83,666 American Coastal Insurance shares in Q1 2022, an estimated $363K.
LMR Partners first reported a position in American Coastal Insurance in Q1 2014 and held it in 3 quarters.
LMR Partners's American Coastal Insurance position peaked at $388K in Q3 2021.
85 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2022.

Based on LMR Partners's 13F filing for Q1 2022, filed 16 May 2022.