Hall Laurie J Trustee has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $284 Million distributed in 464 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25.2M, Stryker Corp with a value of $10.5M, Nvidia Corp with a value of $10.5M, Apple Inc. with a value of $10.3M, and Vanguard Total Stock Market Et with a value of $8.81M.

Examining the 13F form we can see an increase of $23M in the current position value, from $261M to 284M.

Below you can find more details about Hall Laurie J Trustee portfolio as well as his latest detailed transactions.

Portfolio value $284 Million
Technology: $81.5 Million
Healthcare: $66.5 Million
Industrials: $42.5 Million
Consumer Defensive: $22 Million
ETFs: $20.4 Million
Consumer Cyclical: $15.5 Million
Financial Services: $14.3 Million
Communication Services: $13.8 Million
Other: $5.75 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 464
  • Current Value $284 Million
  • Prior Value $261 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 23, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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