Liberty All Star Equity Fund
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 26 superinvestors own shares of Liberty All Star Equity Fund (USA), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Liberty All Star Equity Fund (USA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Liberty All Star Equity Fund (USA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Liberty All Star Equity Fund (USA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Diana Blair@Sage Capital Advisors,llc
| 0.11% | $392,645 56,496 shares@ 6.95 avg price | Decreased -17.44% |
Eric Hamilton@Avior Wealth Management, Llc
| 0.02% | $358,460 51,577 shares@ 6.95 avg price | Decreased -16.23% |
Jacob Godfrey@International Assets Investment Management, Llc
| 0.02% | $145,903 20,843 shares@ 7.01 avg price | Decreased -85.91% |
James DeMeo@Shulman Demeo Asset Management Llc
| 0.03% | $92,769 13,348 shares@ 6.96 avg price | Decreased -5.45% |