Shaker Financial Services, LLC ASG Holdings History

Number of Shares

1.49 Mil

$7.27 Mil

% of Portfolio

2.83%

Total Estimate Gain

$3.25 Mil

% of Total Estimate Gain

13.36%

Shaker Financial Services, LLC's Liberty All Star Growth Fund Inc Holding Summary

As of 2025-03-31, Shaker Financial Services, LLC held 1.49 Mil shares of Liberty All Star Growth Fund Inc(ASG), totaling $7.27 Mil. This investment constitutes 2.83% of their stock portfolio, and Shaker Financial Services, LLC now holds 2.43% of the outstanding Liberty All Star Growth Fund Inc(ASG) stock.

The initial trade took place in 2014Q2. And since then Shaker Financial Services, LLC has made 16 purchases of ASG, at an average price of $5.42, for a total of 4.49 Mil shares. In addition, there have been 12 sales at an average price of $6.43 for 3.00 Mil shares. Based on historical transaction data and ASG's current price of $5.58, Shaker Financial Services, LLC's estimated gain on his ASG holdings is $3.25 Mil, reflecting a 13.36% gain to date.

Shaker Financial Services, LLC ASG ($5.58) Holding Chart

Shaker Financial Services, LLC ASG ($5.58) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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