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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
BKBank New York Mellon Corp
Recent Activity
Increased 0.36%
0.01%
$284,962
3,709 shares@ $76.83 avg price
BACBank America Corp
Recent Activity
Increased 1.45%
0.01%
$225,815
5,138 shares@ $43.95 avg price
SONYSony Group Corp
Recent Activity
Increased 400%
0.01%
$220,805
10,435 shares@ $21.17 avg price