USA · Liberty All-Star Equity Fund
Liberty All-Star Equity Fund (USA)
What's happening
- USA is up 0.93% today, trading at $5.99. — Live quote
- Volume today (4,062) is well below its 3-month average of 1,344,220. (Finnhub fundamentals)
- Reports earnings on 2026-09-03, 0 days away. (Finnhub earnings calendar)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Valuation Measures & Ratios
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.
Indicators None active
Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 7.4% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is 1539.8%. Finnhub fundamentals ↗
Potential concerns
- Trailing 52-week price return is -9.6%. Finnhub market metrics ↗
- Latest SEC filing is Form 4, filed 2026-06-03; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on USA
No accessible free API for these — links go to the source directly.
Financials
Institutional holders
SEC Form 13F filers holding USA as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2020-06-19 to 2026-06-03
Recent transactions
- Insiders have net bought 4,056 shares over the last 182 days, across 3 purchases and 0 sales.
- Most recent: HALEY MARK T (President) — Open market purchase of 2,000 shares on 2026-06-03.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| HALEY MARK T | President | Open market purchase | 2026-06-03 | 2,000 |
| MILAS ROBERT | Access Person of the Fund | Open market purchase | 2026-05-08 | 1,700 |
| Rettinger Erich | Treasurer | Open market purchase | 2026-02-06 | 350 |
| Khwaja-Dixon Sareena | Assistant Secretary | Open market purchase | 2025-11-21 | 500 |
| BURKE EDMUND J | Trustee | Open market purchase | 2024-03-26 | 4,000 |
| Usifer Maureen K | Trustee | Open market purchase | 2024-03-12 | 2,200 |
| Irvin Milton M | Director | Open market purchase | 2023-08-29 | 1,000 |
| PARMENTIER WILLIAM R JR | President | Open market purchase | 2023-05-26 | 34,931 |
| NEUHAUSER JOHN J | Trustee | Open market purchase | 2021-12-02 | 2,148 |
| Gleicher Howard Roy | Portfolio Manager | Open market purchase | 2021-11-22 | 2,000 |
| BROCK THOMAS W | Trustee | Open market purchase | 2020-12-02 | 5,000 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-06-03 | HALEY MARK T | President | Open market purchase | 2,000 | $5.80 |
| 2026-06-02 | HALEY MARK T | President | Open market purchase | 356 | $5.85 |
| 2026-05-08 | MILAS ROBERT | Access Person of the Fund | Open market purchase | 1,700 | $5.82 |
| 2026-02-06 | Rettinger Erich | Treasurer | Open market purchase | 350 | $6.01 |
| 2025-12-30 | HALEY MARK T | President | Open market purchase | 1,600 | $6.30 |
| 2025-11-21 | Khwaja-Dixon Sareena | Assistant Secretary | Open market purchase | 500 | $5.86 |
| 2025-10-01 | HALEY MARK T | President | Open market purchase | 1,000 | $6.37 |
| 2025-09-09 | HALEY MARK T | President | Open market purchase | 1,500 | $6.58 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-09-03 12:09 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-06-03 | 4 | 2026-06-02 | View on SEC.gov → |
| 2026-05-08 | 4 | 2026-05-08 | View on SEC.gov → |
| 2026-02-06 | 4 | 2026-02-06 | View on SEC.gov → |
| 2025-12-30 | 4 | 2025-12-30 | View on SEC.gov → |
| 2025-11-21 | 4 | 2025-11-21 | View on SEC.gov → |
| 2025-10-01 | 4 | 2025-10-01 | View on SEC.gov → |
| 2025-09-09 | 4 | 2025-09-09 | View on SEC.gov → |
| 2025-05-20 | 4 | 2025-05-19 | View on SEC.gov → |
| 2024-03-26 | 4 | 2024-03-26 | View on SEC.gov → |
| 2024-03-13 | 4 | 2024-03-11 | View on SEC.gov → |
| 2024-03-12 | 4 | 2024-03-12 | View on SEC.gov → |
| 2023-12-11 | 4 | 2023-12-08 | View on SEC.gov → |
Recent news
Headlines about USA (Liberty All-Star Equity Fund). Links open the publisher — we don’t host full articles.
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Saba Capital Encourages New Nominees to the Board of Directors at Baillie Gifford US Growth Trust PLC to Provide a Full Liquidity Event for Shareholders, If Elected
Yahoo Finance · 2026-08-24 -
USA: Lagging The S&P Is Exactly Why I'm Still Saying Buy
Seeking Alpha · 2026-08-24 -
Liberty All-Star® Equity Fund July 2026 Monthly Update
Yahoo Finance · 2026-08-14 -
Americas Gold And Silver (TSX:USA) Posted Record Silver Output, Is The Stock Still Below Fair Value?
Yahoo Finance · 2026-07-31 -
Liberty All-Star® Equity Fund June 2026 Monthly Update
Yahoo Finance · 2026-07-15 -
Liberty All-Star Equity Fund raises dividend by 13.3% to $0.17
Seeking Alpha · 2026-07-06 -
Liberty All-Star® Equity Fund Declares Distribution
Yahoo Finance · 2026-07-06 -
Liberty All-Star® Equity Fund May 2026 Monthly Update
Yahoo Finance · 2026-06-15
No headlines in this category right now — try “All”.