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
AAPLApple Computer Inc
Recent Activity
Increased 0.26%
4.94%
$15.048M
60,092 shares@ $250.42 avg price
MAMastercard Incorporated
Recent Activity
Increased 0.93%
2.55%
$7.76M
14,737 shares@ $526.57 avg price
ABTAbbott Labs
Recent Activity
Increased 1.71%
2.4%
$7.3M
64,543 shares@ $113.11 avg price
IBMInternational Business Machines
Recent Activity
Increased 0.17%
2.23%
$6.778M
30,829 shares@ $219.86 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 0.59%
2.14%
$6.52M
53,965 shares@ $120.82 avg price
APHAmphenol Corp
Recent Activity
Increased 1.31%
2.05%
$6.238M
89,819 shares@ $69.46 avg price
ADIAnalog Devices Inc
Recent Activity
Increased 1.56%
1.75%
$5.328M
25,077 shares@ $212.47 avg price
WMWaste Mgmt Inc
Recent Activity
Increased 0.46%
1.75%
$5.318M
26,355 shares@ $201.79 avg price
ROKRockwell Automation Inc
Recent Activity
Increased 0.54%
1.67%
$5.082M
17,780 shares@ $285.83 avg price
DHRDanaher Corp
Recent Activity
Increased 5.17%
1.64%
$4.974M
21,669 shares@ $229.55 avg price