Hall Laurie J Trustee Portfolio Holdings

Hall Laurie J Trustee

  • $305 Million
  • Q4 2024

Hall Laurie J Trustee has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $305 Million distributed in 469 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25.7M, Apple Inc. with a value of $15M, Nvidia Corp with a value of $12.2M, Stryker Corp with a value of $10.4M, and Vanguard Total Stock Market Et with a value of $9.78M.

Examining the 13F form we can see an decrease of $10.9M in the current position value, from $316M to 305M.

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

Portfolio value $305 Million
Technology: $87.9 Million
Healthcare: $59.8 Million
Industrials: $43.1 Million
Consumer Defensive: $26.2 Million
ETFs: $21.9 Million
Communication Services: $19.8 Million
Financial Services: $18.4 Million
Consumer Cyclical: $14 Million
Other: $7 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.78 Million 3.21% of portfolio
33,761
Q4 2024 Reduced 0.32%
$0
$2.53 Million 0.83% of portfolio
4,310
Q4 2024 Added 0.35%
$0
$1.77 Million 0.58% of portfolio
23,425
Q3 2024 Reduced 1.68%
$0
$1.73 Million 0.57% of portfolio
36,078
Q4 2024 Reduced 0.3%
$0
$1.49 Million 0.49% of portfolio
25,214
Q1 2024 Added 7.23%
$0
$1.08 Million 0.35% of portfolio
3,231
Q1 2024 Added 7.31%
$0
$944,000 0.31% of portfolio
1,604
Q4 2024 Added 32.34%
$0
$605,000 0.2% of portfolio
4,704
Q4 2017 New
$0
$477,000 0.16% of portfolio
8,316
Q2 2024 Added 8.76%
$0
$309,000 0.1% of portfolio
4,000
Q4 2022 Reduced 48.72%
$0
$317,000 0.1% of portfolio
2,699
Q4 2021 Added 12.6%
$0
$233,000 0.08% of portfolio
4,630
Q1 2024 New
$0
$200,000 0.07% of portfolio
2,675
Q4 2023 New
$0
$176,000 0.06% of portfolio
2,260
Q4 2022 New
$0
$101,000 0.03% of portfolio
1,100
Q1 2023 New
$0
$40,000 0.01% of portfolio
900
Q1 2022 Reduced 35.71%
$0
$39,000 0.01% of portfolio
365
Q2 2024 Reduced 47.71%
$0
$17,000 0.01% of portfolio
150
Q4 2024 Reduced 40.0%
$0
$9,000 0.0% of portfolio
75
Q4 2023 Reduced 66.67%
$0
$6,000 0.0% of portfolio
260
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 469
  • Current Value $305 Million
  • Prior Value $316 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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