MFM
ATH

MD Financial Management’s Athene Holding Ltd. Class A Common Shares ATH Stock Holding History

MD Financial Management’s Portfolio ATH Stock Details ATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1.51M Sell
18,124
-678
-4% -$55.6K 0.04% 238
2021
Q3 		$1.29M Buy
18,802
+2,608
+16% +$173K 0.03% 241
2021
Q2 		$1.09M Buy
+16,194
New +$974K 0.03% 244

Other funds holding ATH

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MD Financial Management's ATH Position: Q4 2021 in Review

MD Financial Management reduced its Athene Holding Ltd. Class A Common Shares (ATH) stake by 3.6% in Q4 2021, selling an estimated $55.6K and leaving 18,124 shares worth $1.51M. The position accounts for 0.04% of the portfolio, ranked #238.

MD Financial Management first reported a position in ATH in Q2 2021 and has held it in 3 quarters since. 331 funds tracked by Wall St. Rank hold ATH as of Q4 2021.

  • MD Financial Management held 18,124 shares of Athene Holding Ltd. Class A Common Shares worth $1.51M as of Q4 2021.
  • MD Financial Management sold 678 Athene Holding Ltd. Class A Common Shares shares in Q4 2021, an estimated $55.6K.
  • Athene Holding Ltd. Class A Common Shares made up 0.04% of MD Financial Management's portfolio in Q4 2021, its #238 holding.
  • MD Financial Management first reported a position in Athene Holding Ltd. Class A Common Shares in Q2 2021 and has held it in 3 quarters since.
  • 331 funds tracked by Wall St. Rank held Athene Holding Ltd. Class A Common Shares as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.