STOCKMAN ASSET Overview
Stockman Asset Management is an investment advisor that manages 2.7 BN dollars in regulatory AUM and has 8 employees, of which 8 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 09/30/20. The fund's latest filing disclosed 274MM in positions, representing 10% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 09/30/20. The fund's latest filing disclosed 274MM in positions, representing 10% of the manager's regulatory AUM.
STOCKMAN ASSET StockAlpha
Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STOCKMAN ASSET Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
SPSB | 5.19% | ETF | 0.59% | -0.26% | 1 | 4% | ||
MSFT | 3.97% | Tech | 10.75% | -0.18% | 0 | 43% | ||
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STOCKMAN ASSET Founders and Key Employees
Name | Title | In Position Since |
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Ronald Odonnell | Chairman, Ceo | April-2014 |
A W. Bickle | Secretary | October-2002 |
William E. Coffee | Ceo & Chairman Of The Board | October-2002 |
David A. Zoanni | Board Member | December-2008 |
Harold A. Klem | Board Member | April-2011 |
Eric M. George | President | April-2011 |
Caren Coffee | Vice Chair | March-2014 |
Jerry L. Anderson | Vice Chair | March-2014 |
Jennifer M. Hemphill | Portfolio Manager / Cco | April-2014 |
Kerry R. Neils | Vice President | January-2015 |
Philip O. Howeth | President | January-2015 |
STOCKMAN ASSET Brokers, Custodians, Auditors and Administrators
Type | Company |
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STOCKMAN ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss .................................... 15
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STOCKMAN ASSET Portfolio Concentration
STOCKMAN ASSET Location
402 N. BROADWAY
BILLINGS, Montana
UNITED STATES, 59101
BILLINGS, Montana
UNITED STATES, 59101
STOCKMAN ASSET Contact Information
Phone Number: 406-655-3960
Fax Number: 406-655-3969
Website: https://www.stockmanbank.com
Fax Number: 406-655-3969
Website: https://www.stockmanbank.com
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