LIBERTY ALL STAR EQUITY FUND (USA)

Sentiment-Signal

15,8
Stark Bearisch
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
0
Keine neuen Positionen
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,70% (Stand: 31.03.2026)

Score-Verlauf (90 Tage)

Stammdaten

Liberty All Star Equity Fund is a closed-ended equity mutual fund launched and managed by ALPS Advisers, Inc. The fund is co-managed by Aristotle Capital Management, LLC, Pzena Investment Management, LLC, Delaware Investments Fund Advisers, Sustainable Growth Advisers, LP, and TCW Investment Management Company. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value and growth stocks of large cap companies. The fund benchmarks the performance of its portfolio against the Lipper Large-Cap Core Mutual Fund Average, the Dow Jones Industrial Average, the NASDAQ Composite Index, and the S&P 500 Index. Liberty All Star Equity Fund was formed on October 31, 1986 and is domiciled in the United States.

Unternehmen & Branche

NameLIBERTY ALL STAR EQUITY FUND
TickerUSA
CIK0000799195
BoerseUS
SektorFinancial Services
IndustrieAsset Management

Wertpapier & Kennzahlen

CUSIP
ISIN
TypClosed-End Fund
Marktkapitalisierung1,70 Mrd. USD
Beta1,03
Dividendenrendite0,11 %

Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »

Fondsaktivität (Vorquartalsvergleich)

Keine Fondsdaten für dieses Unternehmen vorhanden.

Insider-Transaktionen (12 Monate)

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
2026-02-06Rettinger ErichOfficer, TreasurerOpen Market Purchase3506.012,103.50+30,5%
2025-12-30HALEY MARK TOfficer, PresidentOpen Market Purchase1,6006.3010,080.00+146,3%
2025-11-21Khwaja-Dixon SareenaOfficer, Assistant SecretaryOpen Market Purchase5005.862,928.65+42,5%
2025-10-01HALEY MARK TOfficer, PresidentOpen Market Purchase1,0006.376,370.00+92,4%
2025-09-09HALEY MARK TOfficer, PresidentOpen Market Purchase1,5006.589,870.00+143,2%
2025-05-19MILAS ROBERTOpen Market Purchase1,5006.669,990.00+145,0%

Top-Fondshalter

Keine Fondsdaten zu dieser Aktie vorhanden.

Hinweis

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