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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
EMREmerson Elec Co
Recent Activity
Decreased -0.82%
0.61%
$1.855M
14,976 shares@ $123.87 avg price
VEAVanguard Ftse Developed Markets
Recent Activity
Decreased -0.3%
0.57%
$1.725M
36,078 shares@ $47.82 avg price
BRK.BBerkshire Hathaway Inc
Recent Activity
Decreased -1.93%
0.57%
$1.724M
3,803 shares@ $453.33 avg price
STTState Street Corp
Recent Activity
Decreased -0.42%
0.56%
$1.706M
17,379 shares@ $98.17 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -12.06%
0.55%
$1.668M
6,960 shares@ $239.66 avg price
AMGNAmgen Inc
Recent Activity
Decreased -1.21%
0.53%
$1.596M
6,120 shares@ $260.79 avg price
CNICanadian National Railway Co
Recent Activity
Decreased -36.91%
0.48%
$1.448M
14,262 shares@ $101.53 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -2.59%
0.47%
$1.423M
7,515 shares@ $189.36 avg price
TA T & T Inc
Recent Activity
Decreased -2.12%
0.46%
$1.389M
61,025 shares@ $22.77 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -23.37%
0.44%
$1.333M
12,392 shares@ $107.57 avg price