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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
NYTNew York Times Co
Recent Activity
Decreased -2.55%
1.24%
$3.755M
72,130 shares@ $52.06 avg price
FIFiserv Inc
Recent Activity
Decreased -0.67%
1.24%
$3.755M
18,285 shares@ $205.36 avg price
ULUnilever Plc
Recent Activity
Decreased -1.41%
0.97%
$2.948M
51,995 shares@ $56.7 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -3.04%
0.95%
$2.885M
23,884 shares@ $120.8 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.02%
0.91%
$2.756M
15,510 shares@ $177.7 avg price
NVSNovartis Ag
Recent Activity
Decreased -1.22%
0.87%
$2.648M
27,215 shares@ $97.3 avg price
APDAir Products & Chemical Inc
Recent Activity
Decreased -3.21%
0.86%
$2.617M
9,025 shares@ $289.98 avg price
MMM3m Company
Recent Activity
Decreased -4.38%
0.86%
$2.607M
20,193 shares@ $129.11 avg price
MRKMerck And Co Inc
Recent Activity
Decreased -2.61%
0.77%
$2.334M
23,454 shares@ $99.52 avg price
SYYSysco Corp
Recent Activity
Decreased -3.49%
0.74%
$2.248M
29,408 shares@ $76.45 avg price