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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
MSFTMicrosoft Corp
Recent Activity
Decreased -1.88%
8.44%
$25.7M
60,973 shares@ $421.5 avg price
AAPLApple Computer Inc
Recent Activity
Increased 0.26%
4.94%
$15.048M
60,092 shares@ $250.42 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
PGProcter & Gamble Co
Recent Activity
3.19%
$9.702M
57,872 shares@ $167.65 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.33%
2.59%
$7.879M
41,372 shares@ $190.45 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