NSIM
AHL

North Star Investment Management’s ASPEN Insurance Holding Limited AHL Stock Holding History

North Star Investment 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
Q4 		– Sell
-120
Closed -$5K – 1118
2018
Q3 		$5K Hold
120
– – ﹤0.01% 957
2018
Q2 		$5K Hold
120
– – ﹤0.01% 969
2018
Q1 		$5K Hold
120
– – ﹤0.01% 952
2017
Q4 		$5K Hold
120
– – ﹤0.01% 936
2017
Q3 		$5K Buy
+120
New +$5.55K ﹤0.01% 957

Other funds holding AHL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

North Star Investment Management's AHL Position: Q4 2018 in Review

North Star Investment Management sold out of ASPEN Insurance Holding Limited (AHL) in Q4 2018, closing a stake of 120 shares — an estimated $5K sold.

North Star Investment Management first reported a position in AHL in Q3 2017 and held it in 5 quarters. The position peaked at $5K in Q3 2018. 207 funds tracked by Wall St. Rank hold AHL as of Q4 2018.

  • North Star Investment Management reported no remaining ASPEN Insurance Holding Limited position as of Q4 2018 after selling out during the quarter.
  • North Star Investment Management sold 120 ASPEN Insurance Holding Limited shares in Q4 2018, an estimated $5K.
  • North Star Investment Management first reported a position in ASPEN Insurance Holding Limited in Q3 2017 and held it in 5 quarters.
  • North Star Investment Management's ASPEN Insurance Holding Limited position peaked at $5K in Q3 2018.
  • 207 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q4 2018.

Based on North Star Investment Management's 13F filing for Q4 2018, filed 7 Jan 2019.