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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
PFEPfizer Inc
Recent Activity
Decreased -6.41%
1.2%
$34.52M
1.301M shares@ $26.53 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -0.45%
1.18%
$34.101M
369,179 shares@ $92.37 avg price
CVXChevron Corp New
Recent Activity
Decreased -1.49%
1.11%
$31.997M
220,911 shares@ $144.84 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -1.9%
1.09%
$31.287M
553,168 shares@ $56.56 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -2.08%
1.08%
$31.191M
107,595 shares@ $289.89 avg price
GEGe Aerospace
Recent Activity
Decreased -1.27%
0.95%
$27.202M
163,091 shares@ $166.8 avg price
IRIngersoll Rand Inc
Recent Activity
Decreased -0.73%
0.85%
$24.306M
268,689 shares@ $90.47 avg price
RTXRtx Corporation
Recent Activity
Decreased -2.59%
0.82%
$23.671M
204,558 shares@ $115.73 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -0.25%
0.77%
$22.005M
75,171 shares@ $292.74 avg price
PPGPpg Inds Inc
Recent Activity
Decreased -2.86%
0.74%
$21.149M
177,049 shares@ $119.45 avg price