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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
SONSonoco Prods Co
Recent Activity
Exited
0%
$1.443M
28,441 shares@ $50.73 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Exited
0%
$1.221M
2,243 shares@ $544.22 avg price
PERIPerion Network Ltd
Recent Activity
Exited
0%
$797,859
95,552 shares@ $8.35 avg price
SMLRSemler Scientific Inc
Recent Activity
Exited
0%
$365,259
10,618 shares@ $34.4 avg price
PETQPetiq Inc
Recent Activity
Exited
0%
$355,276
16,105 shares@ $22.06 avg price
ANIPAni Pharmaceuticals Inc
Recent Activity
Exited
0%
$280,192
4,400 shares@ $63.68 avg price
RMNIRimini Str Inc Del
Recent Activity
Exited
0%
$223,607
72,836 shares@ $3.08 avg price
RGPResources Connection Inc
Recent Activity
Exited
0%
$201,259
18,230 shares@ $11.04 avg price
AUDCAudiocodes Ltd
Recent Activity
Exited
0%
$173,574
16,722 shares@ $10.38 avg price
MPXMarine Prods Corp
Recent Activity
Exited
0%
$138,188
13,682 shares@ $10.1 avg price