Unison Advisors’s American Coastal Insurance ACIC Stock Holding History

Unison Advisors’s Portfolio ACIC Stock Details ACIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-28,682	Closed	-$125K	–	178
2021 Q4	$125K	Buy	28,682 +446	+2%	+$1.91K	0.03%	180
2021 Q3	$103K	Buy	28,236 +298	+1%	+$1.2K	0.03%	181
2021 Q2	$160K	Buy	27,938 +218	+0.8%	+$1.33K	0.03%	178
2021 Q1	$199K	Buy	27,720 +162	+0.6%	+$1.03K	0.04%	178
2020 Q4	$157K	Buy	27,558 +11,604	+73%	+$58.7K	0.04%	184
2020 Q3	$96K	Buy	15,954 +126	+0.8%	+$967	0.03%	153
2020 Q2	$124K	Buy	15,828 +116	+0.7%	+$941	0.04%	144
2020 Q1	$145K	Buy	15,712 +74	+0.5%	+$746	0.16%	117
2019 Q4	$198K	Buy	15,638 +68	+0.4%	+$864	0.14%	158
2019 Q3	$218K	Buy	15,570 +62	+0.4%	+$799	0.17%	145
2019 Q2	$221K	Buy	15,508 +55	+0.4%	+$821	0.17%	140
2019 Q1	$246K	Buy	15,453 +56	+0.4%	+$906	0.18%	131
2018 Q4	$256K	Buy	15,397 +42	+0.3%	+$799	0.2%	117
2018 Q3	$344K	Buy	15,355 +45	+0.3%	+$928	0.24%	96
2018 Q2	$300K	Buy	15,310 +111	+0.7%	+$2.2K	0.22%	97
2018 Q1	$291K	Buy	15,199 +60	+0.4%	+$1.15K	0.22%	104
2017 Q4	$262K	Buy	+15,139	New	+$246K	0.19%	122

Other funds holding ACIC

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SWA

Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Unison Advisors's ACIC Position: Q1 2022 in Review

Unison Advisors sold out of American Coastal Insurance (ACIC) in Q1 2022, closing a stake of 28,682 shares — an estimated $125K sold.

Unison Advisors first reported a position in ACIC in Q4 2017 and held it in 17 quarters. The position peaked at $344K in Q3 2018. 85 funds tracked by Wall St. Rank hold ACIC as of Q1 2022.

Unison Advisors reported no remaining American Coastal Insurance position as of Q1 2022 after selling out during the quarter.
Unison Advisors sold 28,682 American Coastal Insurance shares in Q1 2022, an estimated $125K.
Unison Advisors first reported a position in American Coastal Insurance in Q4 2017 and held it in 17 quarters.
Unison Advisors's American Coastal Insurance position peaked at $344K in Q3 2018.
85 funds tracked by Wall St. Rank held American Coastal Insurance as of Q1 2022.

Based on Unison Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.