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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
TJXTjx Cos Inc New
Recent Activity
Increased 0.1%
0.77%
$22.006M
182,157 shares@ $120.81 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
GOOGLAlphabet Inc
Recent Activity
Increased 2.23%
0.74%
$21.148M
111,715 shares@ $189.3 avg price
GLWCorning Inc
Recent Activity
0.71%
$20.379M
428,842 shares@ $47.53 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -3.08%
0.69%
$19.864M
137,353 shares@ $144.63 avg price
NEENextera Energy Inc
Recent Activity
Decreased -0.13%
0.65%
$18.676M
260,513 shares@ $71.7 avg price
KOCoca Cola Co
Recent Activity
Decreased -0.02%
0.62%
$17.893M
287,392 shares@ $62.27 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.45%
0.62%
$17.807M
132,599 shares@ $134.3 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -1.37%
0.61%
$17.616M
250,804 shares@ $70.25 avg price