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David Block

@Sanders Morris Harris Llc

Latest period2024 - Q4ReportedManaged Assets$669.897MTotal holdings291
Assets growth rate11.12%Assets growth rate (2-Q avg)5.06%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sanders Morris Harris Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 291 positions.

Assets under management

The assets under management (AUM) of Sanders Morris Harris Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 669.897M in assets, with a quarterly growth rate of 11.12% and a 2-quarter average growth rate of 5.06%. The portfolio is managed by David Block, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BMYBristol-myers Squibb Co
Recent Activity
Decreased -5.22%
0.16%
$1.033M
18,137 shares@ $56.94 avg price
COPConocophillips
Recent Activity
Decreased -63.23%
0.16%
$1.01M
10,224 shares@ $98.82 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -3.42%
0.13%
$833,695
20,864 shares@ $39.96 avg price
ARKKArk Etf Tr
Recent Activity
Decreased -1.28%
0.13%
$827,112
14,025 shares@ $58.98 avg price
RKLBRocket Lab Usa Inc
Recent Activity
Decreased -19.83%
0.12%
$770,326
28,300 shares@ $27.22 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -6.5%
0.11%
$682,098
1,192 shares@ $572.23 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -10.89%
0.09%
$566,537
1,243 shares@ $455.79 avg price
PFEPfizer Inc
Recent Activity
Decreased -6.28%
0.06%
$396,433
14,915 shares@ $26.58 avg price
OLPXOlaplex Hldgs Inc
Recent Activity
Decreased -36.44%
0.06%
$393,750
225,000 shares@ $1.75 avg price
SEBSeaboard Corp Del
Recent Activity
Decreased -10.98%
0.06%
$390,047
162 shares@ $2407.7 avg price