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Sanders Morris Harris’s Assured Guaranty AGO Stock Holding History

Sanders Morris Harris’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
2020
Q1 		– Sell
-8,000
Closed -$393K – 154
2019
Q4 		$393K Hold
8,000
– – 0.09% 191
2019
Q3 		$346K Sell
8,000
-3,000
-27% -$132K 0.08% 186
2019
Q2 		$472K Buy
+11,000
New +$485K 0.12% 153

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sanders Morris Harris's AGO Position: Q1 2020 in Review

Sanders Morris Harris sold out of Assured Guaranty (AGO) in Q1 2020, closing a stake of 8,000 shares — an estimated $393K sold.

Sanders Morris Harris first reported a position in AGO in Q2 2019 and held it in 3 quarters. The position peaked at $472K in Q2 2019. 236 funds tracked by Wall St. Rank hold AGO as of Q1 2020.

  • Sanders Morris Harris reported no remaining Assured Guaranty position as of Q1 2020 after selling out during the quarter.
  • Sanders Morris Harris sold 8,000 Assured Guaranty shares in Q1 2020, an estimated $393K.
  • Sanders Morris Harris first reported a position in Assured Guaranty in Q2 2019 and held it in 3 quarters.
  • Sanders Morris Harris's Assured Guaranty position peaked at $472K in Q2 2019.
  • 236 funds tracked by Wall St. Rank held Assured Guaranty as of Q1 2020.

Based on Sanders Morris Harris's 13F filing for Q1 2020, filed 9 Apr 2020.