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

MAI 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
2025
Q1 		– Sell
-6
Closed -$42 – 3583
2024
Q4 		$42 Buy
+6
New +$43 ﹤0.01% 3456

Other funds holding USA

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

MAI Capital Management's USA Position: Q1 2025 in Review

MAI Capital Management sold out of Liberty All-Star Equity Fund (USA) in Q1 2025, closing a stake of 6 shares — an estimated $42 sold.

MAI Capital Management first reported a position in USA in Q4 2024 and held it in 1 quarter. The position peaked at $42 in Q4 2024. 190 funds tracked by Wall St. Rank hold USA as of Q1 2025.

  • MAI Capital Management reported no remaining Liberty All-Star Equity Fund position as of Q1 2025 after selling out during the quarter.
  • MAI Capital Management sold 6 Liberty All-Star Equity Fund shares in Q1 2025, an estimated $42.
  • MAI Capital Management first reported a position in Liberty All-Star Equity Fund in Q4 2024 and held it in 1 quarter.
  • MAI Capital Management's Liberty All-Star Equity Fund position peaked at $42 in Q4 2024.
  • 190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q1 2025.

Based on MAI Capital Management's 13F filing for Q1 2025, filed 15 May 2025.