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Carrie Wisniewski

@Mcdonald Partners Llc

Latest period2024 - Q3ReportedManaged Assets$399.756MTotal holdings239
Assets growth rate7.1%Assets growth rate (2-Q avg)4.88%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mcdonald Partners Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 239 positions.

Assets under management

The assets under management (AUM) of Mcdonald Partners Llc 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 399.756M in assets, with a quarterly growth rate of 7.1% and a 2-quarter average growth rate of 4.88%. The portfolio is managed by Carrie Wisniewski, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SHELShell Plc
Recent Activity
Exited
0%
$215,602
2,987 shares@ $72.19 avg price
MROMarathon Oil Corp
Recent Activity
Exited
0%
$210,401
7,338 shares@ $28.68 avg price