test

Jason Gioncontere

@Hall Laurie J Trustee

Latest period2024 - Q4ReportedManaged Assets$304.673MTotal holdings251
Assets growth rate-3.45%Assets growth rate (2-Q avg)3.21%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hall Laurie J Trustee's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 251 positions.

Assets under management

The assets under management (AUM) of Hall Laurie J Trustee 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 304.673M in assets, with a quarterly growth rate of -3.45% and a 2-quarter average growth rate of 3.21%. The portfolio is managed by Jason Gioncontere, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -1.88%
8.44%
$25.7M
60,973 shares@ $421.5 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.26%
4.02%
$12.234M
91,102 shares@ $134.29 avg price
SYKStryker Corp
Recent Activity
Decreased -0.05%
3.43%
$10.449M
29,022 shares@ $360.04 avg price
VTIVanguard Total Stock Market
Recent Activity
Decreased -0.32%
3.22%
$9.784M
33,761 shares@ $289.81 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.33%
2.59%
$7.879M
41,372 shares@ $190.45 avg price
CARRCarrier Global Corp
Recent Activity
Decreased -3.88%
2.19%
$6.645M
97,355 shares@ $68.26 avg price
ADPAutomatic Data Processing
Recent Activity
Decreased -1.02%
1.63%
$4.962M
16,955 shares@ $292.66 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.49%
1.6%
$4.862M
33,619 shares@ $144.63 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.31%
1.57%
$4.771M
31,382 shares@ $152.03 avg price
ATRAptar Group Inc
Recent Activity
Decreased -0.38%
1.35%
$4.086M
26,010 shares@ $157.1 avg price