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William Newman

@Sky Investment Group Llc

Latest period2024 - Q4ReportedManaged Assets$546.303MTotal holdings137
Assets growth rate-1.9%Assets growth rate (2-Q avg)2.32%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sky Investment Group Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Sky Investment Group 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 546.303M in assets, with a quarterly growth rate of -1.9% and a 2-quarter average growth rate of 2.32%. The portfolio is managed by William Newman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TRVTravelers Companies, Inc.
Recent Activity
Decreased -10.68%
0.11%
$551,879
2,291 shares@ $240.9 avg price
WFCWells Fargo & Company
Recent Activity
Decreased -1.15%
0.1%
$540,848
7,700 shares@ $70.24 avg price
NKENike, Inc.
Recent Activity
Decreased -6.97%
0.09%
$484,530
6,403 shares@ $75.68 avg price
TDToronto-dominion Bank
Recent Activity
Decreased -27.12%
0.09%
$457,651
8,596 shares@ $53.24 avg price
VLTOVeralto Corp.
Recent Activity
Decreased -11.13%
0.07%
$372,465
3,657 shares@ $101.85 avg price
BALLBall Corp.
Recent Activity
Decreased -21.57%
0.07%
$356,691
6,470 shares@ $55.13 avg price
ULUnilever Plc - Adr
Recent Activity
Decreased -24.42%
0.07%
$350,973
6,190 shares@ $56.7 avg price
MKCMccormick & Company, Inc.
Recent Activity
Decreased -18.93%
0.07%
$345,901
4,537 shares@ $76.25 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -6.09%
0.07%
$341,649
925 shares@ $369.36 avg price
PYPLPaypal Holdings, Inc.
Recent Activity
Decreased -7.29%
0.06%
$319,806
3,747 shares@ $85.35 avg price