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Milestone Investment Advisors’s Arch Capital ACGL Stock Holding History

Milestone Investment Advisors’s Portfolio ACGL Stock Details ACGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,859
Closed -$148K – 130
2023
Q3 		$148K Buy
+1,859
New +$145K 0.04% 124
2023
Q2 		– Sell
-2,244
Closed -$152K – 126
2023
Q1 		$152K Buy
+2,244
New +$147K 0.05% 120

Other funds holding ACGL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Milestone Investment Advisors's ACGL Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Arch Capital (ACGL) in Q4 2023, closing a stake of 1,859 shares — an estimated $148K sold.

Milestone Investment Advisors first reported a position in ACGL in Q1 2023 and held it in 2 quarters. The position peaked at $152K in Q1 2023. 763 funds tracked by Wall St. Rank hold ACGL as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Arch Capital position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,859 Arch Capital shares in Q4 2023, an estimated $148K.
  • Milestone Investment Advisors first reported a position in Arch Capital in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Arch Capital position peaked at $152K in Q1 2023.
  • 763 funds tracked by Wall St. Rank held Arch Capital as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.