Stone House Investment Management »

Liberty All-Star Equity Fund shares owned by Stone House Investment Management

Quarter-by-quarter ownership of Liberty All-Star Equity Fund (USA) shares owned by Stone House Investment Management from 13F filings

Historical chart of Stone House Investment Management investment in Liberty All-Star Equity Fund

Tip: Access up to 7 years of quarterly data

All positions including Liberty All-Star Equity Fund held by Stone House Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Liberty All-Star Equity Fund by Stone House Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $23k 3.6k 6.38
2023-09-30 $22k 3.6k 5.92
2023-06-30 $23k 3.6k 6.47
2023-03-31 $22k 3.5k 6.20

More positions owned by Stone House Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Procter & Gamble Company (PG)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Stone House Investment Management

Top funds holding Liberty All-Star Equity Fund

Royal Bank of Canada
Bensler
Penserra Capital Management
Janney Montgomery Scott
Advisor Group Holdings
Guggenheim Capital, LLC Managers
Advisors Asset Management
Shaker Financial Services
Cambridge Investment Research Advisors
Wealth Enhancement Advisory Services
Raymond James & Associates
Raymond James Financial Services Advisors
UBS Group
Pnc Financial Services
Commonwealth Equity Services

View all funds holding Liberty All-Star Equity Fund