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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
EDConsolidated Edison Inc
Recent Activity
Decreased -0.63%
0.06%
$703,132
7,880 shares@ $89.23 avg price
PARAParamount Global
Recent Activity
Decreased -1.64%
0.06%
$651,532
62,288 shares@ $10.46 avg price
STGWStagwell Inc
Recent Activity
Decreased -15.57%
0.05%
$624,231
94,868 shares@ $6.58 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.38%
0.05%
$618,265
6,843 shares@ $90.35 avg price
OXYOccidental Pete Corp
Recent Activity
Decreased -70.89%
0.05%
$590,054
11,942 shares@ $49.41 avg price
WBDWarner Bros Discovery Inc
Recent Activity
Decreased -1.77%
0.05%
$573,031
54,213 shares@ $10.57 avg price
AMAntero Midstream Corp
Recent Activity
Decreased -1.04%
0.05%
$570,855
37,830 shares@ $15.1 avg price
YORWYork Wtr Co
Recent Activity
Decreased -8.04%
0.05%
$565,238
17,275 shares@ $32.72 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -8.58%
0.05%
$563,599
4,683 shares@ $120.35 avg price
VOTVanguard Index Fds
Recent Activity
Decreased -1.65%
0.05%
$528,756
2,083 shares@ $253.85 avg price