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Assetmark Financial Hldg shares owned by Martingale Asset Management

Quarter-by-quarter ownership of Assetmark Financial Hldg (AMK) shares owned by Martingale Asset Management from 13F filings

Historical chart of Martingale Asset Management investment in Assetmark Financial Hldg

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All positions including Assetmark Financial Hldg held by Martingale Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Assetmark Financial Hldg by Martingale Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $348k 12k 29.95
2023-09-30 $259k 10k 25.08

More positions owned by Martingale Asset Management

Microsoft Corporation (MSFT)
Broadcom (AVGO)
Alphabet Inc Class A cs (GOOGL)
Apple (AAPL)
Johnson & Johnson (JNJ)
UnitedHealth (UNH)
Berkshire Hathaway (BRK.B)
Merck & Co (MRK)
Costco Wholesale Corporation (COST)
Procter & Gamble Company (PG)
Visa (V)
Adobe Systems Incorporated (ADBE)
Eli Lilly & Co. (LLY)
Cisco Systems (CSCO)
Intuit (INTU)

View all positions for Martingale Asset Management

Top funds holding Assetmark Financial Hldg

Jpmorgan Chase & Co
Vanguard Group
Jennison Associates
Dimensional Fund Advisors
Henderson Group
HPM Partners
Millennium Management
William Blair $ Company
PRIMECAP Management Company
Stony Point Wealth Management
Charles Schwab Investment Management
Two Sigma Advisers
Bank of America Corporation
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Assetmark Financial Hldg