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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GSKGsk Plc
Recent Activity
Exited
0%
$3.955M
96,753 shares@ $40.88 avg price