Dana M. Capozzella
@Cascade Investment Group, Inc.
Latest period2024 - Q4ReportedManaged Assets$139.823MTotal holdings136
Assets growth rate2.49%Assets growth rate (2-Q avg)4.49%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Cascade Investment Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 136 positions.
Assets under management
The assets under management (AUM) of Cascade Investment Group, 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 139.823M in assets, with a quarterly growth rate of 2.49% and a 2-quarter average growth rate of 4.49%. The portfolio is managed by Dana M. Capozzella, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
STZConstellation Brands Inc
| 0% | $254,341 987 shares@ $257.7 avg price | Exited |