Boston Financial Mangement LLC Portfolio Holdings
Boston Financial Mangement LLC
- $3.1 Billion
- Q1 2024
Boston Financial Mangement LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.1 Billion distributed in 332 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $159M, Watsco Inc with a value of $151M, Apple Inc. with a value of $127M, Copart Inc with a value of $116M, and Fair Isaac Corp with a value of $101M.
Examining the 13F form we can see an increase of $183M in the current position value, from $2.92B to 3.1B.
Boston Financial Mangement LLC is based out at Boston, MA
Below you can find more details about Boston Financial Mangement LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|
Summary
- Portfolio
- No. of Stocks 332
- Current Value $3.1 Billion
- Prior Value $2.92 Billion
- Filing
- Period Q1 2024
- Filing Date May 10, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 21 stocks
- Additional Purchases 92 stocks
- Sold out of 0 stocks
- Reduced holdings in 148 stocks