True North Advisors’s Alliance Resource Partners ARLP Stock Holding History

True North Advisors’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-19,194	Closed	-$469K	–	187
2024 Q2	$469K	Buy	19,194 +3,006	+19%	+$68.1K	0.13%	110
2024 Q1	$325K	Buy	+16,188	New	+$330K	0.09%	134
2023 Q4	–	Sell	-16,176	Closed	-$364K	–	192
2023 Q3	$364K	Buy	16,176 +6	+0%	+$120	0.11%	128
2023 Q2	$299K	Buy	16,170 +6	+0%	+$115	0.08%	164
2023 Q1	$326K	Buy	+16,164	New	+$331K	0.1%	151
2022 Q4	–	Sell	-15,155	Closed	-$347K	–	174
2022 Q3	$347K	Buy	+15,155	New	+$347K	0.11%	130
2022 Q2	–	Sell	-15,150	Closed	-$233K	–	197
2022 Q1	$233K	Buy	15,150 +5,150	+52%	+$72.8K	0.06%	174
2021 Q4	$126K	Hold	10,000	–	–	0.02%	233
2021 Q3	$108K	Buy	+10,000	New	+$83.4K	0.02%	218

Other funds holding ARLP

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

True North Advisors's ARLP Position: Q3 2024 in Review

True North Advisors sold out of Alliance Resource Partners (ARLP) in Q3 2024, closing a stake of 19,194 shares — an estimated $469K sold.

True North Advisors first reported a position in ARLP in Q3 2021 and held it in 9 quarters. The position peaked at $469K in Q2 2024. 151 funds tracked by Wall St. Rank hold ARLP as of Q3 2024.

True North Advisors reported no remaining Alliance Resource Partners position as of Q3 2024 after selling out during the quarter.
True North Advisors sold 19,194 Alliance Resource Partners shares in Q3 2024, an estimated $469K.
True North Advisors first reported a position in Alliance Resource Partners in Q3 2021 and held it in 9 quarters.
True North Advisors's Alliance Resource Partners position peaked at $469K in Q2 2024.
151 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q3 2024.

Based on True North Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.