Gofen & Glossberg LLC has filed its 13F form on January 13, 2023 for Q4 2022 where it was disclosed a total value porftolio of $3.89 Billion distributed in 602 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $193M, Apple Inc. with a value of $182M, Thermo Fisher Scientific Inc. with a value of $143M, Procter & Gamble CO with a value of $103M, and Jpmorgan Chase & CO with a value of $102M.

Examining the 13F form we can see an increase of $351M in the current position value, from $3.54B to 3.89B.

Below you can find more details about Gofen & Glossberg LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.89 Billion
Technology: $724 Million
Healthcare: $662 Million
Financial Services: $491 Million
Consumer Defensive: $413 Million
Industrials: $344 Million
ETFs: $327 Million
Consumer Cyclical: $249 Million
Communication Services: $238 Million
Other: $324 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 602
  • Current Value $3.89 Billion
  • Prior Value $3.54 Billion
  • Filing
  • Period Q4 2022
  • Filing Date January 13, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 51 stocks
  • Additional Purchases 217 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 213 stocks
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