Hoey Investments, Inc Portfolio Holdings

Hoey Investments, Inc

  • $524 Million
  • Q3 2024

Hoey Investments, Inc has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $524 Million distributed in 397 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $157M, Amazon Com Inc with a value of $106M, Microsoft Corp with a value of $61.8M, Meta Platforms, Inc. with a value of $61.2M, and Apple Inc. with a value of $18.1M.

Examining the 13F form we can see an decrease of $5.17M in the current position value, from $530M to 524M.

Hoey Investments, Inc is based out at Coatesville, PA

Below you can find more details about Hoey Investments, Inc portfolio as well as his latest detailed transactions.

Portfolio value $524 Million
Technology: $275 Million
Consumer Cyclical: $118 Million
Communication Services: $66 Million
Financial Services: $26.7 Million
Industrials: $12.1 Million
Healthcare: $9.8 Million
ETFs: $6.98 Million
Consumer Defensive: $4.13 Million
Other: $5.91 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$133M
$114,000 0.02% of portfolio
16,929
Q2 2020 New
$58.1M
$0 0.0% of portfolio
140
Q2 2024 New
$127M
$0 0.0% of portfolio
40
Q2 2024 New
$74.4M
$2,000 0.0% of portfolio
2,000
Q4 2023 New
$196M
$0 0.0% of portfolio
600
Q4 2022 New
$269M
$0 0.0% of portfolio
300
Q1 2024 New
$226M
$0 0.0% of portfolio
17
Q2 2024 New
$63.8M
$0 0.0% of portfolio
10
Q2 2024 New
$220M
$8,000 0.0% of portfolio
3,200
Q1 2023 Added 190.91%

Summary

  • Portfolio
  • No. of Stocks 397
  • Current Value $524 Million
  • Prior Value $530 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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