Jason Gioncontere

@Hall Laurie J Trustee

Latest period2024 - Q4

Reported2d ago

Managed Assets$304.673M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GISGeneral Mills Inc Recent Activity New Position	0.04%	$102,000 1,600 shares@ $63.75 avg price	New Position
HUMHumana Inc Recent Activity New Position	0.01%	$24,000 96 shares@ $250.0 avg price	New Position