SGI
AHL

Summit Global Investments’s ASPEN Insurance Holding Limited AHL Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-13,400
Closed -$544K – 324
2017
Q4 		$544K Buy
13,400
+3,500
+35% +$145K 0.08% 194
2017
Q3 		$400K Sell
9,900
-100
-1% -$4.62K 0.06% 229
2017
Q2 		$499K Buy
+10,000
New +$508K 0.15% 167

Other funds holding AHL

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Global Investments's AHL Position: Q1 2018 in Review

Summit Global Investments sold out of ASPEN Insurance Holding Limited (AHL) in Q1 2018, closing a stake of 13,400 shares — an estimated $544K sold.

Summit Global Investments first reported a position in AHL in Q2 2017 and held it in 3 quarters. The position peaked at $544K in Q4 2017. 222 funds tracked by Wall St. Rank hold AHL as of Q1 2018.

  • Summit Global Investments reported no remaining ASPEN Insurance Holding Limited position as of Q1 2018 after selling out during the quarter.
  • Summit Global Investments sold 13,400 ASPEN Insurance Holding Limited shares in Q1 2018, an estimated $544K.
  • Summit Global Investments first reported a position in ASPEN Insurance Holding Limited in Q2 2017 and held it in 3 quarters.
  • Summit Global Investments's ASPEN Insurance Holding Limited position peaked at $544K in Q4 2017.
  • 222 funds tracked by Wall St. Rank held ASPEN Insurance Holding Limited as of Q1 2018.

Based on Summit Global Investments's 13F filing for Q1 2018, filed 3 May 2018.