Ellen York
@Price T Rowe Associates Inc Md
Latest period2024 - Q3ReportedManaged Assets$868.561BTotal holdings3008
Assets growth rate3.94%Assets growth rate (2-Q avg)3.19%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Price T Rowe Associates Inc Md's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3008 positions.
Assets under management
The assets under management (AUM) of Price T Rowe Associates Inc Md over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 868.561B in assets, with a quarterly growth rate of 3.94% and a 2-quarter average growth rate of 3.19%. The portfolio is managed by Ellen York, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ISRGIntuitive Surgical Inc
| 0.83% | $7.17B 14.595M shares@ $491.28 avg price | Decreased -7.86% |
NOWServicenow Inc
| 0.77% | $6.66B 7.446M shares@ $894.4 avg price | Decreased -3.44% |
JPMJpmorgan Chase & Co.
| 0.74% | $6.347B 30.102M shares@ $210.87 avg price | Decreased -2.77% |
FIFiserv Inc
| 0.73% | $6.319B 35.173M shares@ $179.66 avg price | Decreased -6.93% |
ELVElevance Health Inc
| 0.61% | $5.28B 10.154M shares@ $520.01 avg price | Decreased -12.81% |
INTUIntuit
| 0.61% | $5.215B 8.398M shares@ $621.01 avg price | Decreased -2.19% |
BRK.BBerkshire Hathaway Inc Del
| 0.59% | $5.053B 10.98M shares@ $460.27 avg price | Decreased -0.05% |
CBChubb Limited
| 0.58% | $5B 17.339M shares@ $288.4 avg price | Decreased -1.33% |
AZNAstrazeneca Plc
| 0.57% | $4.9B 62.893M shares@ $77.92 avg price | Decreased -3.15% |
TMUST-mobile Us Inc
| 0.52% | $4.464B 21.633M shares@ $206.37 avg price | Decreased -11.01% |