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FRANK STOLBA

@Ingalls & Snyder Llc

Latest period2024 - Q3ReportedManaged Assets$2.563BTotal holdings440
Assets growth rate10.18%Assets growth rate (2-Q avg)6.44%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ingalls & Snyder Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 440 positions.

Assets under management

The assets under management (AUM) of Ingalls & Snyder Llc 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 2.563B in assets, with a quarterly growth rate of 10.18% and a 2-quarter average growth rate of 6.44%. The portfolio is managed by FRANK STOLBA, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ABTAbbott Labs
Recent Activity
Decreased -0.11%
1.1%
$28.118M
246,630 shares@ $114.01 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -1.25%
1.08%
$27.66M
243,574 shares@ $113.56 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -6.57%
1.08%
$27.576M
139,640 shares@ $197.48 avg price
HXLHexcel Corp New
Recent Activity
Decreased -0.42%
0.97%
$24.668M
398,970 shares@ $61.83 avg price
RRCRange Res Corp
Recent Activity
Decreased -0.27%
0.96%
$24.457M
795,075 shares@ $30.77 avg price
ULUnilever Plc
Recent Activity
Decreased -0.82%
0.93%
$23.645M
363,986 shares@ $64.97 avg price
CBChubb Limited
Recent Activity
Decreased -0.96%
0.82%
$20.784M
72,068 shares@ $288.4 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -12.32%
0.78%
$19.908M
40,210 shares@ $495.11 avg price
PFEPfizer Inc
Recent Activity
Decreased -0.05%
0.77%
$19.674M↑ Call
679,839 shares@ $28.94 avg price
CCitigroup Inc
Recent Activity
Decreased -7.42%
0.71%
$18.147M↑ Call
289,889 shares@ $62.6 avg price