$108 Million is the total value of AHL INVESTMENT MANAGEMENT, INC.'s 61 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NZF | New | NUVEEN MUNICIPAL CREDIT INC | $1,835,293 | – | 153,581 | +100.0% | 1.69% | – |
UNH | New | UNITEDHEALTH GROUP INC | $1,769,850 | – | 3,745 | +100.0% | 1.63% | – |
DIS | New | DISNEY WALT CO | $206,168 | – | 2,059 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
THE COCA-COLA CO | 8 | Q3 2023 | 6.6% |
MICROSOFT CORP | 8 | Q3 2023 | 5.9% |
APPLE INC | 8 | Q3 2023 | 5.7% |
EXXON MOBIL CORP | 8 | Q3 2023 | 5.6% |
JPMORGAN CHASE & CO | 8 | Q3 2023 | 4.6% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 5.1% |
Global X US Preferred Stock | 8 | Q3 2023 | 5.9% |
NORTHROP GRUMMAN CORP | 8 | Q3 2023 | 4.1% |
ABBVIE INC | 8 | Q3 2023 | 4.1% |
PGIM SHORT DUR HIG YLD OPP F | 8 | Q3 2023 | 4.1% |
View AHL INVESTMENT MANAGEMENT, INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-01-17 |
13F-HR | 2023-10-05 |
13F-HR | 2023-07-19 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-17 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-20 |
13F-HR | 2022-04-28 |
13F-HR | 2022-02-03 |
View AHL INVESTMENT MANAGEMENT, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.