LSV Asset Management
TIPT icon

LSV Asset Management’s Tiptree Inc TIPT Stock Holding History

LSV Asset Management’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-49,300
Closed -$293K – 993
2017
Q4 		$293K Sell
49,300
-200
-0.4% -$1.3K ﹤0.01% 893
2017
Q3 		$309K Buy
49,500
+3,801
+8% +$24.8K ﹤0.01% 905
2017
Q2 		$322K Buy
+45,699
New +$309K ﹤0.01% 905

Other funds holding TIPT

TA
Tiptree Advisors New York $172M AUM 86.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management's TIPT Position: Q1 2018 in Review

LSV Asset Management sold out of Tiptree Inc (TIPT) in Q1 2018, closing a stake of 49,300 shares — an estimated $293K sold.

LSV Asset Management first reported a position in TIPT in Q2 2017 and held it in 3 quarters. The position peaked at $322K in Q2 2017. 49 funds tracked by Wall St. Rank hold TIPT as of Q1 2018.

  • LSV Asset Management reported no remaining Tiptree Inc position as of Q1 2018 after selling out during the quarter.
  • LSV Asset Management sold 49,300 Tiptree Inc shares in Q1 2018, an estimated $293K.
  • LSV Asset Management first reported a position in Tiptree Inc in Q2 2017 and held it in 3 quarters.
  • LSV Asset Management's Tiptree Inc position peaked at $322K in Q2 2017.
  • 49 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2018.

Based on LSV Asset Management's 13F filing for Q1 2018, filed 4 May 2018.