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Karen Jochman

@North Star Asset Management Inc

Latest period2024 - Q3ReportedManaged Assets$2.228BTotal holdings328
Assets growth rate5.76%Assets growth rate (2-Q avg)2.62%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in North Star Asset Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 328 positions.

Assets under management

The assets under management (AUM) of North Star Asset Management Inc 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 - Q3, they manage 2.228B in assets, with a quarterly growth rate of 5.76% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Karen Jochman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VPMAXVanguard Primecap Admiral
Recent Activity
Exited
0%
$1.167M
6,489 shares@ $179.91 avg price
BIIBBiogen Idec
Recent Activity
Exited
0%
$218,606
943 shares@ $231.82 avg price
NMLNeuberger Berman Mlp Inc Fnd
Recent Activity
Exited
0%
$81,856
10,232 shares@ $8.0 avg price
DNAGinkgo Bioworks
Recent Activity
Exited
0%
$77,257
231,100 shares@ $0.34 avg price
OTLYOatly Group
Recent Activity
Exited
0%
$11,656
12,400 shares@ $0.94 avg price