Monarch Partners Asset Management’s ASPEN Insurance Holding Limited AHL Stock Holding History

Monarch Partners Asset Management’s Portfolio AHL Stock Details AHL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-478,410	Closed	-$19.5M	–	226
2018 Q2	$19.5M	Sell	478,410 -73,665	-13%	-$3.18M	1.77%	4
2018 Q1	$24.8M	Buy	552,075 +365,365	+196%	+$14.3M	2.3%	1
2017 Q4	$7.58M	Buy	+186,710	New	+$7.72M	0.71%	62

Other funds holding AHL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Monarch Partners Asset Management's AHL Position: Q3 2018 in Review

Monarch Partners Asset Management sold out of ASPEN Insurance Holding Limited (AHL) in Q3 2018, closing a stake of 478,410 shares — an estimated $19.5M sold.

Monarch Partners Asset Management first reported a position in AHL in Q4 2017 and held it in 3 quarters. The position peaked at $24.8M in Q1 2018. 218 funds tracked by Wall St. Rank hold AHL as of Q3 2018.

Monarch Partners Asset Management reported no remaining ASPEN Insurance Holding Limited position as of Q3 2018 after selling out during the quarter.
Monarch Partners Asset Management sold 478,410 ASPEN Insurance Holding Limited shares in Q3 2018, an estimated $19.5M.
Monarch Partners Asset Management first reported a position in ASPEN Insurance Holding Limited in Q4 2017 and held it in 3 quarters.
Monarch Partners Asset Management's ASPEN Insurance Holding Limited position peaked at $24.8M in Q1 2018.
218 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q3 2018.

Based on Monarch Partners Asset Management's 13F filing for Q3 2018, filed 1 Nov 2018.