Susan Newmeyer
@Jacobs & Co Ca
Latest period2024 - Q4ReportedManaged Assets$982.983MTotal holdings126
Assets growth rate-1.71%Assets growth rate (2-Q avg)1.56%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Jacobs & Co Ca's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 126 positions.
Assets under management
The assets under management (AUM) of Jacobs & Co Ca over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 982.983M in assets, with a quarterly growth rate of -1.71% and a 2-quarter average growth rate of 1.56%. The portfolio is managed by Susan Newmeyer, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
GSKGsk Plc
| 0% | $3.955M 96,753 shares@ $40.88 avg price | Exited |