Ahl Investment Management, Inc. has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $130 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $7.9M, Coca Cola CO with a value of $7.2M, Global X Fds U S Pfd ETF (De) with a value of $7.1M, Jpmorgan Chase & CO with a value of $6.57M, and Exxon Mobil Corp with a value of $6.17M.

Examining the 13F form we can see an increase of $8.22M in the current position value, from $122M to 130M.

Below you can find more details about Ahl Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $130 Million
ETFs: $32.8 Million
Healthcare: $20.3 Million
Technology: $19 Million
Financial Services: $17.4 Million
Industrials: $11.6 Million
Consumer Defensive: $10.7 Million
Energy: $8.8 Million
Communication Services: $5 Million
Other: $4.68 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $130 Million
  • Prior Value $122 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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