Shulman DeMeo Asset Management’s Liberty All-Star Equity Fund USA Stock Holding History

Shulman DeMeo Asset Management’s Portfolio USA Stock Details USA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$77.6K	Hold	13,348	–	–	0.01%	143
2026 Q1	$74.1K	Hold	13,348	–	–	0.02%	137
2025 Q4	$83.8K	Hold	13,348	–	–	0.02%	117
2025 Q3	$84.6K	Hold	13,348	–	–	0.02%	118
2025 Q2	$90.9K	Hold	13,348	–	–	0.02%	116
2025 Q1	$87.4K	Hold	13,348	–	–	0.02%	113
2024 Q4	$92.8K	Sell	13,348 -770	-5%	-$5.53K	0.03%	114
2024 Q3	$100K	Sell	14,118 -1,675	-11%	-$11.5K	0.02%	128
2024 Q2	$107K	Hold	15,793	–	–	0.03%	123
2024 Q1	$113K	Hold	15,793	–	–	0.03%	127
2023 Q4	$101K	Sell	15,793 -10,215	-39%	-$62.1K	0.03%	131
2023 Q3	$154K	Sell	26,008 -2,136	-8%	-$13.6K	0.05%	122
2023 Q2	$182K	Hold	28,144	–	–	0.05%	123
2023 Q1	$174K	Sell	28,144 -8,781	-24%	-$53.9K	0.05%	128
2022 Q4	$210K	Hold	36,925	–	–	0.07%	118
2022 Q3	$204K	Sell	36,925 -522	-1%	-$3.37K	0.07%	119
2022 Q2	$235K	Sell	37,447 -120	-0.3%	-$832	0.08%	115
2022 Q1	$304K	Sell	37,567 -12,460	-25%	-$95.9K	0.08%	107
2021 Q4	$419K	Sell	50,027 -1,290	-3%	-$10.9K	0.11%	88
2021 Q3	$441K	Buy	+51,317	New	+$447K	0.38%	47
2021 Q2	–	Sell	-54,794	Closed	-$418K	–	135
2021 Q1	$418K	Sell	54,794 -2,348	-4%	-$17.1K	0.11%	83
2020 Q4	$394K	Sell	57,142 -606	-1%	-$3.89K	0.11%	89
2020 Q3	$347K	Sell	57,748 -9,922	-15%	-$59.3K	0.12%	83
2020 Q2	$387K	Hold	67,670	–	–	0.15%	70
2020 Q1	$328K	Sell	67,670 -449	-0.7%	-$2.77K	0.15%	65
2019 Q4	$461K	Sell	68,119 -80	-0.1%	-$523	0.16%	69
2019 Q3	$436K	Sell	68,199 -76	-0.1%	-$480	0.15%	70
2019 Q2	$438K	Hold	68,275	–	–	0.16%	66
2019 Q1	$417K	Buy	+68,275	New	+$404K	0.16%	66

Other funds holding USA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Shulman DeMeo Asset Management's USA Position: Q2 2026 in Review

Shulman DeMeo Asset Management held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 13,348 shares worth $77.6K. The position accounts for 0.01% of the portfolio, ranked #143.

Shulman DeMeo Asset Management first reported a position in USA in Q1 2019 and has held it in 29 quarters since. The position peaked at $461K in Q4 2019. 228 funds tracked by Wall St. Rank hold USA as of Q2 2026.

Shulman DeMeo Asset Management held 13,348 shares of Liberty All-Star Equity Fund worth $77.6K as of Q2 2026.
Shulman DeMeo Asset Management left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
Liberty All-Star Equity Fund made up 0.01% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #143 holding.
Shulman DeMeo Asset Management first reported a position in Liberty All-Star Equity Fund in Q1 2019 and has held it in 29 quarters since.
Shulman DeMeo Asset Management's Liberty All-Star Equity Fund position peaked at $461K in Q4 2019.
228 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.