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Jeannine Bizier

@Weybosset Research & Management Llc

Latest period2024 - Q4ReportedManaged Assets$293.858MTotal holdings51
Assets growth rate-0.54%Assets growth rate (2-Q avg)5.1%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Weybosset Research & Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 51 positions.

Assets under management

The assets under management (AUM) of Weybosset Research & Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 293.858M in assets, with a quarterly growth rate of -0.54% and a 2-quarter average growth rate of 5.1%. The portfolio is managed by Jeannine Bizier, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ITOTIshares Tr
Recent Activity
Exited
0%
$365,000
2,907 shares@ $125.56 avg price
AMGNAmgen Inc
Recent Activity
Exited
0%
$226,000
700 shares@ $322.86 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$218,000
230 shares@ $947.83 avg price