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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
SWKStanley Black & Decker, Inc.
Recent Activity
Decreased -21.26%
0.26%
$1.404M
17,491 shares@ $80.29 avg price
CRMSalesforce.com, Inc.
Recent Activity
Decreased -0.42%
0.22%
$1.179M
3,527 shares@ $334.34 avg price
LLYEli Lilly & Company
Recent Activity
Decreased -1.66%
0.21%
$1.141M
1,478 shares@ $772.0 avg price
BMYBristol-myers Squibb Company
Recent Activity
Increased 7.43%
0.21%
$1.121M
19,828 shares@ $56.57 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Decreased -12.44%
0.19%
$1.011M
1,717 shares@ $588.69 avg price
FIFiserv, Inc.
Recent Activity
Increased 79.39%
0.16%
$843,865
4,108 shares@ $205.42 avg price
COFCapital One Financial Corp.
Recent Activity
Decreased -0.55%
0.15%
$794,237
4,454 shares@ $178.32 avg price
RHHBYRoche Holdings Ag - Adr
Recent Activity
Decreased -24.32%
0.14%
$714,098
20,473 shares@ $34.88 avg price
BACBank Of America Corp.
Recent Activity
0.13%
$687,993
15,654 shares@ $43.95 avg price
PGRProgressive Corp.
Recent Activity
Decreased -0.53%
0.13%
$672,106
2,805 shares@ $239.61 avg price