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Ian Armstrong

@Clear Harbor Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$1.254BTotal holdings375
Assets growth rate1.91%Assets growth rate (2-Q avg)3.79%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Clear Harbor Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 375 positions.

Assets under management

The assets under management (AUM) of Clear Harbor Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.254B in assets, with a quarterly growth rate of 1.91% and a 2-quarter average growth rate of 3.79%. The portfolio is managed by Ian Armstrong, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PICKIshares Inc
Recent Activity
Decreased -0.22%
0.14%
$1.728M
49,382 shares@ $35.0 avg price
UALUnited Airls Hldgs Inc
Recent Activity
Decreased -6.53%
0.14%
$1.643M
16,923 shares@ $97.1 avg price
TOLToll Brothers Inc
Recent Activity
Decreased -2.61%
0.13%
$1.615M
12,826 shares@ $125.96 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -6.31%
0.13%
$1.6M
6,485 shares@ $246.8 avg price
SJWSjw Group
Recent Activity
Decreased -2.18%
0.12%
$1.433M
29,111 shares@ $49.22 avg price
FBTFirst Tr Exchange-traded Fd
Recent Activity
Decreased -1.03%
0.12%
$1.432M
8,618 shares@ $166.22 avg price
WTRGEssential Utils Inc
Recent Activity
Decreased -4.6%
0.12%
$1.41M
38,819 shares@ $36.32 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -5.86%
0.11%
$1.368M
24,180 shares@ $56.57 avg price
CIThe Cigna Group
Recent Activity
Decreased -0.71%
0.11%
$1.349M
4,883 shares@ $276.18 avg price
THCTenet Healthcare Corp
Recent Activity
Decreased -0.09%
0.11%
$1.302M
10,317 shares@ $126.24 avg price