James McKay Armstrong
@Armstrong Henry H Associates Inc
Latest period2024 - Q4ReportedManaged Assets$1BTotal holdings58
Assets growth rate-4.19%Assets growth rate (2-Q avg)-26.35%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Armstrong Henry H Associates Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 58 positions.
Assets under management
The assets under management (AUM) of Armstrong Henry H Associates Inc 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 1B in assets, with a quarterly growth rate of -4.19% and a 2-quarter average growth rate of -26.35%. The portfolio is managed by James McKay Armstrong, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
INTCIntel Corp
| 0% | $9.504M 405,106 shares@ $23.47 avg price | Exited |
IJHIshares Tr
| 0% | $377,036 6,050 shares@ $62.32 avg price | Exited |
AMGNAmgen Inc
| 0% | $356,365 1,106 shares@ $322.22 avg price | Exited |
IJRIshares Tr
| 0% | $328,775 2,811 shares@ $116.97 avg price | Exited |
DCIDonaldson Inc
| 0% | $206,360 2,800 shares@ $73.7 avg price | Exited |