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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
VZVerizon Communications Inc
Recent Activity
Increased 42.58%
0.21%
$762.906M
16.988M shares@ $44.91 avg price
CVXChevron Corp New
Recent Activity
Decreased -7.94%
0.21%
$755.487M↑ Call
5.13M shares@ $147.27 avg price
MSMorgan Stanley
Recent Activity
Increased 17.42%
0.21%
$754.399M
7.237M shares@ $104.24 avg price
ADIAnalog Devices Inc
Recent Activity
Increased 6.43%
0.2%
$751.898M↓ Put
3.267M shares@ $230.18 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Decreased -26.84%
0.2%
$741.633M
8.204M shares@ $90.4 avg price
ORCLOracle Corp
Recent Activity
Increased 8.5%
0.2%
$739.004M
4.337M shares@ $170.41 avg price
TGTTarget Corp
Recent Activity
Increased 61.37%
0.2%
$729.11M↑ Call
4.678M shares@ $155.87 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -8.08%
0.19%
$705.138M
1.435M shares@ $491.27 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -26.51%
0.19%
$698.855M
3.459M shares@ $202.06 avg price
CCitigroup Inc
Recent Activity
Increased 51.45%
0.19%
$687.971M↑ Call
10.99M shares@ $62.6 avg price