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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
AZOAutozone Inc
Recent Activity
Increased 8.29%
0.24%
$6.74M
2,105 shares@ $3202.0 avg price
DELLDell Technologies Inc
Recent Activity
Increased 41.63%
0.23%
$6.564M
56,959 shares@ $115.24 avg price
SSNCSs&c Technologies Hldgs Inc
Recent Activity
Increased 13%
0.2%
$5.659M
74,680 shares@ $75.78 avg price
SRESempra
Recent Activity
Increased 0.04%
0.18%
$5.083M
57,945 shares@ $87.72 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 3.15%
0.1%
$2.681M
5,517 shares@ $485.95 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 9.41%
0.08%
$2.058M
3,512 shares@ $586.09 avg price
CBSHCommerce Bancshares Inc
Recent Activity
Increased 5%
0.07%
$1.95M
31,299 shares@ $62.32 avg price
CMCSAComcast Corp New
Recent Activity
Increased 0.03%
0.03%
$778,823
20,752 shares@ $37.54 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1.96%
0.03%
$712,444
3,073 shares@ $231.84 avg price
SJMSmucker J M Co
Recent Activity
Increased 41.97%
0.03%
$700,694
6,363 shares@ $110.13 avg price