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Paloma Partners’s Assured Guaranty AGO Stock Holding History

Paloma Partners’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-10,000
Closed -$250K – 1676
2015
Q3 		$250K Buy
+10,000
New +$252K 0.01% 1373

Other funds holding AGO

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Paloma Partners's AGO Position: Q3 2024 in Review

Paloma Partners sold out of Assured Guaranty (AGO) in Q3 2024, closing a stake of 6,196 shares — an estimated $478K sold.

Paloma Partners first reported a position in AGO in Q3 2014 and held it in 26 quarters. The position peaked at $3.43M in Q1 2015. 322 funds tracked by Wall St. Rank hold AGO as of Q3 2024.

  • Paloma Partners reported no remaining Assured Guaranty position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 6,196 Assured Guaranty shares in Q3 2024, an estimated $478K.
  • Paloma Partners first reported a position in Assured Guaranty in Q3 2014 and held it in 26 quarters.
  • Paloma Partners's Assured Guaranty position peaked at $3.43M in Q1 2015.
  • 322 funds tracked by Wall St. Rank held Assured Guaranty as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.