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Fred J Ruopp jr

@Chelsea Counsel Co

Latest period2024 - Q3ReportedManaged Assets$202.925MTotal holdings199
Assets growth rate15.06%Assets growth rate (2-Q avg)4.31%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Chelsea Counsel Co's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 199 positions.

Assets under management

The assets under management (AUM) of Chelsea Counsel Co 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 202.925M in assets, with a quarterly growth rate of 15.06% and a 2-quarter average growth rate of 4.31%. The portfolio is managed by Fred J Ruopp jr, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CMPCompass Minerals Intl Inc
Recent Activity
Exited
0%
$4,250
270 shares@ $15.75 avg price