Rosenberg Matthew Hamilton Portfolio Holdings
Rosenberg Matthew Hamilton
- $378 Million
- Q3 2024
Rosenberg Matthew Hamilton has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $378 Million distributed in 835 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $44.5M, Spdr Portfolio S&P 1500 Compos with a value of $41.7M, Jp Morgan ETF Tr Ultra Short I with a value of $30.5M, Vanguard Bd Index Fd Inc Inter with a value of $28.7M, and Vanguard Intermediate Term Cor with a value of $20.9M.
Examining the 13F form we can see an increase of $41.8M in the current position value, from $336M to 378M.
Below you can find more details about Rosenberg Matthew Hamilton portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 835
- Current Value $378 Million
- Prior Value $336 Million
- Filing
- Period Q3 2024
- Filing Date October 28, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 54 stocks
- Additional Purchases 217 stocks
- Sold out of 0 stocks
- Reduced holdings in 81 stocks