Fundamental Invs shares owned by North Star Asset Management
Quarter-by-quarter ownership of Fundamental Invs (ANCFX) shares owned by North Star Asset Management
from 13F filings
Historical chart of North Star Asset Management investment in Fundamental Invs
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Quarterly reported holdings in Fundamental Invs by North Star Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $356k | 3.8k | 93.47 |
| 2025-06-30 | $335k | 3.8k | 87.85 |
| 2025-03-31 | $293k | 3.8k | 77.97 |
| 2024-12-31 | $303k | 3.8k | 80.72 |
| 2024-09-30 | $308k | 3.6k | 85.46 |
| 2024-06-30 | $292k | 3.6k | 81.15 |
| 2024-03-31 | $303k | 3.8k | 79.52 |
| 2023-12-31 | $273k | 3.8k | 71.49 |
| 2023-09-30 | $251k | 3.8k | 65.76 |
| 2021-06-30 | $255k | 3.3k | 76.42 |
| 2021-03-31 | $242k | 3.3k | 73.47 |
| 2020-12-31 | $428k | 6.2k | 69.13 |
| 2020-03-31 | $212k | 4.3k | 48.86 |
| 2019-12-31 | $241k | 3.9k | 61.89 |
| 2019-09-30 | $230k | 3.9k | 59.07 |
| 2019-06-30 | $231k | 3.9k | 59.32 |
| 2018-09-30 | $312k | 4.8k | 65.34 |
More positions owned by North Star Asset Management
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