LODESTAR INVESTMENT Overview
Lodestar Investment Counsel Llc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 11 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/19. The fund's latest filing disclosed 974MM in positions, representing 86% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/19. The fund's latest filing disclosed 974MM in positions, representing 86% of the manager's regulatory AUM.
LODESTAR INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LODESTAR INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 5.26% | Tech | 2.63% | 0.09% | 0 | 40% | ||
| AAPL | 3.48% | Tech | 5.9% | 0.17% | 0 | 37% | ||
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FEATURED IN
LODESTAR INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert H. Dearborn | Co-President And Managing Director | April-2012 |
| Peter W. Flanzer | Co-President And Managing Director | April-2012 |
| Kimberly A. Geary | Vice President And Chief Compliance Officer | April-2004 |
LODESTAR INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
LODESTAR INVESTMENT Investment Strategy
LODESTAR INVESTMENT Portfolio Concentration
LODESTAR INVESTMENT Location
150 S. WACKER DRIVE
SUITE 3050
CHICAGO, Illinois
UNITED STATES, 60606
SUITE 3050
CHICAGO, Illinois
UNITED STATES, 60606
LODESTAR INVESTMENT Contact Information
Phone Number: 312-630-9666
Fax Number: 312-630-9669
Website: null
Fax Number: 312-630-9669
Website: null
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