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 06/30/21. The fund's latest filing disclosed 419MM in positions, representing 16% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 06/30/21. The fund's latest filing disclosed 419MM in positions, representing 16% 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 | ||
|---|---|---|---|---|---|---|---|---|
| LMBS | 11.5% | ETF | -0.43% | -0.29% | 1 | 0% | ||
| MSFT | 3.73% | Tech | 14.34% | 0.25% | 0 | 0% | ||
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FEATURED IN
STOCKMAN ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| 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 |
|---|
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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