Rosenbaum Jay D. Portfolio Holdings

Rosenbaum Jay D.

  • $3.04 Million
  • Q3 2024

Rosenbaum Jay D. has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.04 Million distributed in 6 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Comstock Resources Inc with a value of $2.23M, Nvidia Corp with a value of $293K, Broadcom Inc. with a value of $263K, Microsoft Corp with a value of $256K, and Net Power Inc Cl A with a value of $0.

Examining the 13F form we can see an decrease of $9.41M in the current position value, from $12.5M to 3.04M.

Rosenbaum Jay D. is based out at Boston, MA

Below you can find more details about Rosenbaum Jay D. portfolio as well as his latest detailed transactions.

Portfolio value $3.04 Million
Energy: $2.23 Million
Technology: $812,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69B
$2.23 Million 73.29% of portfolio
200,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 6
  • Current Value $3.04 Million
  • Prior Value $12.5 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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