test

DIANE MCDERMOTT

@Shikiar Asset Management Inc

Latest period2024 - Q4ReportedManaged Assets$377.539MTotal holdings76
Assets growth rate-0.77%Assets growth rate (2-Q avg)0.49%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Shikiar Asset Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Shikiar Asset Management 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 377.539M in assets, with a quarterly growth rate of -0.77% and a 2-quarter average growth rate of 0.49%. The portfolio is managed by DIANE MCDERMOTT, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LINLinde Plc New
Recent Activity
Decreased -4.73%
2.13%
$8.009M
19,129 shares@ $418.69 avg price
AMDAdvanced Micro Devices Inc Com
Recent Activity
Decreased -16.51%
2.13%
$8.007M
66,287 shares@ $120.8 avg price
MGMMgm Resorts International
Recent Activity
Decreased -7.02%
2%
$7.55M
217,890 shares@ $34.66 avg price
BACBank Of America
Recent Activity
Decreased -4.59%
1.67%
$6.281M
142,905 shares@ $43.96 avg price
SLMSlm Corp
Recent Activity
Decreased -11.86%
1.5%
$5.636M
204,350 shares@ $27.59 avg price
ARMKAramark
Recent Activity
Decreased -36.68%
1.47%
$5.532M
148,280 shares@ $37.31 avg price
FCXFreeport Mcmoran, Inc. Cl B
Recent Activity
Decreased -8.03%
1.18%
$4.449M
116,820 shares@ $38.09 avg price
GLDSpdr Gold Trust
Recent Activity
Decreased -2.01%
0.79%
$2.948M
12,177 shares@ $242.1 avg price
5341⤦Lincoln National Co Pfd Ser D
Recent Activity
Decreased -1.82%
0.79%
$2.945M
107,525 shares@ $27.39 avg price
GLPIGaming And Leisure Properties,
Recent Activity
Decreased -6.56%
0.71%
$2.66M
55,228 shares@ $48.17 avg price