Fernwood Investment Management, LLC Portfolio Holdings
Fernwood Investment Management, LLC
- $432 Million
- Q1 2024
Fernwood Investment Management, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $432 Million distributed in 201 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $95.7M, Texas Pacific Land Corp with a value of $14.3M, Ishares Core S&P 500 ETF with a value of $13.1M, Apple Inc. with a value of $12.5M, and Meta Platforms, Inc. with a value of $10.3M.
Examining the 13F form we can see an increase of $36.5M in the current position value, from $396M to 432M.
Fernwood Investment Management, LLC is based out at Quincy, MA
Below you can find more details about Fernwood Investment Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 201
- Current Value $432 Million
- Prior Value $396 Million
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 526 stocks
- Additional Purchases 52 stocks
- Sold out of 0 stocks
- Reduced holdings in 77 stocks