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Cheryl A Kotlarz

@Seizert Capital Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$2.215BTotal holdings165
Assets growth rate10.06%Assets growth rate (2-Q avg)1.39%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Seizert Capital Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 165 positions.

Assets under management

The assets under management (AUM) of Seizert Capital Partners, Llc 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 2.215B in assets, with a quarterly growth rate of 10.06% and a 2-quarter average growth rate of 1.39%. The portfolio is managed by Cheryl A Kotlarz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
OVLYOak Vy Bancorp Oakdale Calif
Recent Activity
New Position
0.02%
$327,396
12,322 shares@ $26.58 avg price
TCBXThird Coast Bancshares Inc
Recent Activity
New Position
0.02%
$320,919
11,988 shares@ $26.78 avg price
DOLEDole Plc
Recent Activity
New Position
0.02%
$311,106
19,098 shares@ $16.29 avg price
ATENA10 Networks Inc
Recent Activity
New Position
0.01%
$201,972
13,987 shares@ $14.44 avg price
ADEAAdeia Inc
Recent Activity
New Position
0.01%
$196,825
16,526 shares@ $11.92 avg price