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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
NOWServicenow Inc
Recent Activity
Increased 0.58%
0.17%
$1.119M
1,054 shares@ $1061.76 avg price
CRNXCrinetics Pharmaceuticals In
Recent Activity
Increased 13.45%
0.17%
$1.079M
21,100 shares@ $51.13 avg price
FDXFedex Corp
Recent Activity
Increased 1.63%
0.16%
$1.057M
3,760 shares@ $281.19 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 0.48%
0.14%
$888,600
1,708 shares@ $520.26 avg price
ABTAbbott Labs
Recent Activity
Increased 0.5%
0.14%
$873,523
7,713 shares@ $113.26 avg price
AZNAstrazeneca Plc
Recent Activity
Increased 4.51%
0.13%
$847,927
12,929 shares@ $65.59 avg price
OXYOccidental Pete Corp
Recent Activity
Increased 32.95%
0.12%
$801,578
16,223 shares@ $49.41 avg price
MBLYMobileye Global Inc
Recent Activity
Increased 100%
0.12%
$801,200
40,000 shares@ $20.03 avg price
SERASera Prognostics Inc
Recent Activity
Increased 165.69%
0.11%
$724,800
90,600 shares@ $8.0 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.3%
0.11%
$692,353
1,367 shares@ $506.48 avg price