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Edmond G Romulus

@Boit C F David

Latest period2024 - Q3ReportedManaged Assets$201.859MTotal holdings128
Assets growth rate5.17%Assets growth rate (2-Q avg)5.03%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Boit C F David's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 128 positions.

Assets under management

The assets under management (AUM) of Boit C F David over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 201.859M in assets, with a quarterly growth rate of 5.17% and a 2-quarter average growth rate of 5.03%. The portfolio is managed by Edmond G Romulus, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MKCMccormick & Co Inc Non Vtg Com
Recent Activity
Exited
0%
$141,880
2,000 shares@ $70.94 avg price
MORNMorningstar Inc Com
Recent Activity
Exited
0%
$118,340
400 shares@ $295.85 avg price