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 |
---|---|---|---|
MHHMastech Digital Inc
| 0% | $127,868 17,049 shares@ $7.51 avg price | Exited |