Question 1

How many shares of EQTY does NorthCoast Asset Management LLC own?

Accepted Answer

NorthCoast Asset Management LLC previously held 0 shares of EQTY (VALUED ADVISERS TR) before exiting the position in 2025-Q4.

Question 2

What is NorthCoast Asset Management LLC's EQTY position worth?

Accepted Answer

NorthCoast Asset Management LLC's EQTY position was last reported at $0 in 2025-Q4 before the exit.

Question 3

Is NorthCoast Asset Management LLC buying or selling EQTY?

Accepted Answer

In 2025-Q4, NorthCoast Asset Management LLC exited their EQTY position entirely (-100.0% change in shares).

Question 4

When did NorthCoast Asset Management LLC first buy EQTY?

Accepted Answer

Based on available 13F filings, NorthCoast Asset Management LLC first reported a position in EQTY in 2024-Q2. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$27.17	0
2025-Q3	Decreased	45.7M	-0.0%	$1.2B	4.6%	$25.62	0
2025-Q2	Decreased	45.7M	-0.1%	$1.1B	4.9%	$24.90	0
2025-Q1	Increased	45.8M	+0.1%	$1.1B	5.3%	$23.10	62
2024-Q4	Decreased	45.8M	-0.2%	$1.1B	5.3%	$23.84	0
2024-Q3	Increased	45.9M	+2.0%	$1.1B	7.6%	$23.14	63
2024-Q2	Increased	44.9M	+1.7%	$973.6M	8.3%	$21.59	63

EQTYShowing 7 of 12 quarters

EQTY
Showing 7 of 12 quarters