MilWealth Group’s NEW IRELAND FUND INC IRL Stock Holding History

MilWealth Group’s Portfolio IRL Stock Details IRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-426	Closed	-$2.8K	–	63
2022 Q3	$2.8K	Hold	426	–	–	﹤0.01%	55
2022 Q2	$3.37K	Hold	426	–	–	﹤0.01%	65
2022 Q1	$3.94K	Hold	426	–	–	﹤0.01%	71
2021 Q4	$4.75K	Hold	426	–	–	﹤0.01%	93
2021 Q3	$5.25K	Hold	426	–	–	﹤0.01%	95
2021 Q2	$5.19K	Hold	426	–	–	﹤0.01%	54
2021 Q1	$4.8K	Hold	426	–	–	﹤0.01%	57
2020 Q4	$4.42K	Hold	426	–	–	﹤0.01%	47
2020 Q3	$3.58K	Hold	426	–	–	﹤0.01%	49
2020 Q2	$3.3K	Hold	426	–	–	﹤0.01%	56
2020 Q1	$2.63K	Hold	426	–	–	﹤0.01%	57
2019 Q4	$4.22K	Hold	426	–	–	﹤0.01%	61
2019 Q3	$3.65K	Hold	426	–	–	﹤0.01%	61
2019 Q2	$3.82K	Hold	426	–	–	﹤0.01%	57
2019 Q1	$3.84K	Hold	426	–	–	﹤0.01%	58
2018 Q4	$3.56K	Buy	+426	New	+$3.79K	﹤0.01%	65

Other funds holding IRL

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

HPM

Hudson Portfolio Management Garrison, New York $119M AUM 24.19% 1-Year Est. Return

ICM

Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

MilWealth Group's IRL Position: Q4 2022 in Review

MilWealth Group sold out of NEW IRELAND FUND INC (IRL) in Q4 2022, closing a stake of 426 shares — an estimated $2.8K sold.

MilWealth Group first reported a position in IRL in Q4 2018 and held it in 16 quarters. The position peaked at $5.25K in Q3 2021. 22 funds tracked by Wall St. Rank hold IRL as of Q4 2022.

MilWealth Group reported no remaining NEW IRELAND FUND INC position as of Q4 2022 after selling out during the quarter.
MilWealth Group sold 426 NEW IRELAND FUND INC shares in Q4 2022, an estimated $2.8K.
MilWealth Group first reported a position in NEW IRELAND FUND INC in Q4 2018 and held it in 16 quarters.
MilWealth Group's NEW IRELAND FUND INC position peaked at $5.25K in Q3 2021.
22 funds tracked by Wall St. Rank held NEW IRELAND FUND INC as of Q4 2022.

Based on MilWealth Group's 13F filing for Q4 2022, filed 9 May 2023.