Frank E. Shanley
@Dudley & Shanley, Inc.
Latest period2024 - Q4ReportedManaged Assets$647.563MTotal holdings37
Assets growth rate1.23%Assets growth rate (2-Q avg)5.59%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Dudley & Shanley, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 37 positions.
Assets under management
The assets under management (AUM) of Dudley & Shanley, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 647.563M in assets, with a quarterly growth rate of 1.23% and a 2-quarter average growth rate of 5.59%. The portfolio is managed by Frank E. Shanley, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
DOXAmdocs Ltd.
| 2.97% | $19.189M 225,381 shares@ $85.14 avg price | Decreased -13.91% |
AAgilent Tech, Inc.
| 1.03% | $6.61M 49,200 shares@ $134.34 avg price | Decreased -11.98% |
MSFTMicrosoft Corp.
| 0.76% | $4.87M 11,554 shares@ $421.5 avg price | Decreased -0.25% |
GNRCGenerac Holdings
| 0.48% | $3.047M 19,650 shares@ $155.05 avg price | Decreased -17.95% |