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Richard A. Handelman

@Meyer Handelman Co

Latest period2024 - Q4ReportedManaged Assets$2.89BTotal holdings210
Assets growth rate-2.29%Assets growth rate (2-Q avg)0.93%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Meyer Handelman Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 210 positions.

Assets under management

The assets under management (AUM) of Meyer Handelman Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.89B in assets, with a quarterly growth rate of -2.29% and a 2-quarter average growth rate of 0.93%. The portfolio is managed by Richard A. Handelman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -0.23%
7%
$202.048M
479,355 shares@ $421.51 avg price
AAPLApple Inc
Recent Activity
Decreased -0.38%
5.14%
$148.347M
592,391 shares@ $250.42 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -0.77%
3.26%
$94.022M
254,560 shares@ $369.35 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.22%
3.23%
$93.202M
555,933 shares@ $167.66 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.33%
3.2%
$92.347M
408,814 shares@ $225.9 avg price
IBMInternational Business Machs
Recent Activity
Decreased -0.42%
2.68%
$77.423M
352,193 shares@ $219.84 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.22%
2.48%
$71.554M
298,501 shares@ $239.72 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.01%
2.48%
$71.523M
326,009 shares@ $219.39 avg price
WMTWalmart Inc
Recent Activity
Decreased -0.28%
2.38%
$68.623M
759,525 shares@ $90.36 avg price
MCKMckesson Corp
Recent Activity
Decreased -1.11%
2.2%
$63.396M
111,239 shares@ $569.91 avg price