Hanson & Doremus Investment Management Portfolio Holdings
Hanson & Doremus Investment Management
- $627 Million
- Q3 2024
Hanson & Doremus Investment Management has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $627 Million distributed in 423 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $130M, Vanguard Intermediate Term Tre with a value of $46.4M, Vanguard Ftse Developed Market with a value of $39.4M, Vanguard Intermediate Term Cor with a value of $35.5M, and Vanguard Ftse Emerging Mkts Et with a value of $22.4M.
Examining the 13F form we can see an increase of $32.2M in the current position value, from $595M to 627M.
Below you can find more details about Hanson & Doremus Investment Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 423
- Current Value $627 Million
- Prior Value $595 Million
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 8 stocks
- Additional Purchases 50 stocks
- Sold out of 0 stocks
- Reduced holdings in 149 stocks