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