DIANE MCDERMOTT

@Shikiar Asset Management Inc

Latest period2024 - Q4

Reported4d ago

Managed Assets$377.539M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SHELShell Plc Ads Recent Activity New Position	0.06%	$219,000 3,500 shares@ $62.58 avg price	New Position
LLYEli Lilly & Co Recent Activity	0.06%	$216,000 280 shares@ $771.43 avg price
RBRKRubrik Inc Cl A Recent Activity New Position	0.06%	$203,000 3,100 shares@ $65.49 avg price	New Position
URGNUrogen Pharma Ltd Recent Activity	0.04%	$114,000 10,750 shares@ $10.61 avg price
OSUROrasure Technologies Recent Activity	0.03%	$81,000 22,500 shares@ $3.6 avg price
ALLOAllogene Therapeutics Inc Recent Activity	0.01%	$34,000 15,750 shares@ $2.16 avg price