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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
JBLJabil Inc
Recent Activity
New Position
0.26%
$7.334M
50,967 shares@ $143.9 avg price
CMECme Group Inc
Recent Activity
New Position
0.22%
$6.144M
26,457 shares@ $232.24 avg price
AVYAvery Dennison Corp
Recent Activity
New Position
0.15%
$4.263M
22,782 shares@ $187.14 avg price
CCOICogent Communications Hldgs
Recent Activity
New Position
0.01%
$284,311
3,689 shares@ $77.07 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.01%
$261,403
255 shares@ $1025.11 avg price
DFSDiscover Finl Svcs
Recent Activity
New Position
0.01%
$239,057
1,380 shares@ $173.23 avg price
GOVTIshares Tr
Recent Activity
New Position
0.01%
$236,487
10,291 shares@ $22.98 avg price
TTWOTake-two Interactive Softwar
Recent Activity
New Position
0.01%
$202,488
1,100 shares@ $184.08 avg price