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Peter N. Bunitsky

@Burns J W & Co Inc Ny

Latest period2024 - Q4ReportedManaged Assets$783.191MTotal holdings188
Assets growth rate1.81%Assets growth rate (2-Q avg)2.85%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Burns J W & Co Inc Ny's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 188 positions.

Assets under management

The assets under management (AUM) of Burns J W & Co Inc Ny 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 - Q4, they manage 783.191M in assets, with a quarterly growth rate of 1.81% and a 2-quarter average growth rate of 2.85%. The portfolio is managed by Peter N. Bunitsky, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TIPIshares Tips Bond Etf
Recent Activity
Exited
0%
$296,133
2,681 shares@ $110.46 avg price
MDTMedtronic Plc Shs
Recent Activity
Exited
0%
$227,265
2,524 shares@ $90.05 avg price
PYPLPaypal Hldgs Inc Com
Recent Activity
Exited
0%
$211,227
2,707 shares@ $78.03 avg price
CTASCintas Corp Com
Recent Activity
Exited
0%
$209,174
1,016 shares@ $205.88 avg price