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Suejean Mott

@Barclays Plc

Latest period2024 - Q3ReportedManaged Assets$376.799BTotal holdings4438
Assets growth rate15.2%Assets growth rate (2-Q avg)14.47%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Barclays Plc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 4438 positions.

Assets under management

The assets under management (AUM) of Barclays Plc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 376.799B in assets, with a quarterly growth rate of 15.2% and a 2-quarter average growth rate of 14.47%. The portfolio is managed by Suejean Mott, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EFAIshares Tr
Recent Activity
Increased 3.95%
0.22%
$816.787M↓ Put
9.767M shares@ $83.64 avg price
PFEPfizer Inc
Recent Activity
Increased 38.44%
0.22%
$815.427M↓ Put
28.177M shares@ $28.94 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 16.71%
0.22%
$813.741M
3.937M shares@ $206.72 avg price
INTUIntuit
Recent Activity
Decreased -12.92%
0.22%
$806.556M
1.299M shares@ $621.01 avg price
KOCoca Cola Co
Recent Activity
Decreased -20.72%
0.22%
$801.738M
11.157M shares@ $71.87 avg price
MRKMerck &amp Co Inc
Recent Activity
Decreased -14.11%
0.22%
$799.687M↑ Call
7.042M shares@ $113.57 avg price
CLColgate Palmolive Co
Recent Activity
Increased 38.7%
0.22%
$793.542M
7.644M shares@ $103.81 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 62.19%
0.21%
$787.821M↓ Put
8.973M shares@ $87.81 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -8.25%
0.21%
$769.034M
13.614M shares@ $56.49 avg price
CATCaterpillar Inc
Recent Activity
Increased 12.26%
0.21%
$767.798M
1.963M shares@ $391.12 avg price