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Navellier & Associates’s Alliance Resource Partners ARLP Stock Holding History

Navellier & Associates’s Portfolio ARLP Stock Details ARLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-31,065
Closed -$700K – 319
2023
Q3 		$700K Sell
31,065
-56,522
-65% -$1.13M 0.12% 172
2023
Q2 		$1.62M Buy
87,587
+3,491
+4% +$67K 0.32% 93
2023
Q1 		$1.7M Buy
84,096
+28
+0% +$573 0.36% 90
2022
Q4 		$1.71M Buy
84,068
+22,379
+36% +$507K 0.35% 89
2022
Q3 		$1.41M Buy
+61,689
New +$1.41M 0.31% 87
2015
Q1 		– Sell
-14,910
Closed -$642K – 344
2014
Q4 		$642K Buy
+14,910
New +$662K 0.03% 157

Other funds holding ARLP

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Navellier & Associates's ARLP Position: Q4 2023 in Review

Navellier & Associates sold out of Alliance Resource Partners (ARLP) in Q4 2023, closing a stake of 31,065 shares — an estimated $700K sold.

Navellier & Associates first reported a position in ARLP in Q4 2014 and held it in 6 quarters. The position peaked at $1.71M in Q4 2022. 138 funds tracked by Wall St. Rank hold ARLP as of Q4 2023.

  • Navellier & Associates reported no remaining Alliance Resource Partners position as of Q4 2023 after selling out during the quarter.
  • Navellier & Associates sold 31,065 Alliance Resource Partners shares in Q4 2023, an estimated $700K.
  • Navellier & Associates first reported a position in Alliance Resource Partners in Q4 2014 and held it in 6 quarters.
  • Navellier & Associates's Alliance Resource Partners position peaked at $1.71M in Q4 2022.
  • 138 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q4 2023.

Based on Navellier & Associates's 13F filing for Q4 2023, filed 8 Feb 2024.