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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
CICigna Group
Recent Activity
Decreased -6.73%
0.06%
$286,909
1,039 shares@ $276.14 avg price
CACCamden National Corp.
Recent Activity
Decreased -9.85%
0.06%
$273,536
6,400 shares@ $42.74 avg price
OTISOtis Worldwide Corp.
Recent Activity
Decreased -2.28%
0.05%
$226,061
2,441 shares@ $92.61 avg price
BHBBar Harbor Bankshares
Recent Activity
Decreased -0.32%
0.04%
$213,662
6,987 shares@ $30.58 avg price