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Liberty All-Star Equity Fund shares owned by Mendel Capital Management

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

Historical chart of Mendel Capital 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 Mendel Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Liberty All-Star Equity Fund by Mendel Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $126k 18k 7.10
2024-06-30 $121k 18k 6.80
2024-03-31 $127k 18k 7.15

More positions owned by Mendel Capital Management

Select Sector Spdr Tr Technology (XLK)
Ishares Tr U.s. Tech Etf (IYW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Select Divid Etf (DVY)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Proshares Tr S&p Tech Dividen (TDV)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Schwab Strategic Tr Fundamental Intl (FNDF)
International Business Machines (IBM)
JPMorgan Chase & Co. (JPM)
Automatic Data Processing (ADP)

View all positions for Mendel Capital Management

Top funds holding Liberty All-Star Equity Fund

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

View all funds holding Liberty All-Star Equity Fund