Rosenberg Matthew Hamilton Portfolio Holdings
Rosenberg Matthew Hamilton
- $336 Million
- Q2 2024
Rosenberg Matthew Hamilton has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $336 Million distributed in 808 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 $37.8M, Spdr Portfolio S&P 1500 Compos with a value of $34.9M, Jp Morgan ETF Tr Ultra Short I with a value of $27.5M, Vanguard Bd Index Fd Inc Inter with a value of $25.7M, and Vanguard Intermediate Term Cor with a value of $16.8M.
Examining the 13F form we can see an decrease of $8.35M in the current position value, from $345M to 336M. Also it can be appreciated an additional of 37 stocks purchases and 1 closed positions.
Below you can find more details about Rosenberg Matthew Hamilton portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 808
- Current Value $336 Million
- Prior Value $345 Million
- Filing
- Period Q2 2024
- Filing Date July 26, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 37 stocks
- Additional Purchases 82 stocks
- Sold out of 1 stocks
- Reduced holdings in 270 stocks