Adan Galvan

@Ativo Capital Management Llc

Latest period2024 - Q3

Reported2mo 6d ago

Managed Assets$114.315M

Total holdings50

Assets growth rate18.33%

Assets growth rate (2-Q avg)7.62%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ativo Capital Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Ativo Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 114.315M in assets, with a quarterly growth rate of 18.33% and a 2-quarter average growth rate of 7.62%. The portfolio is managed by Adan Galvan, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
RDYDr Reddys Laboratories Ltd Adr Recent Activity Exited	0%	$5.613M 73,676 shares@ $76.19 avg price	Exited
STLAStellantis Nv Recent Activity Exited	0%	$1.386M 69,833 shares@ $19.85 avg price	Exited
HKHHYHeineken Holding Nv Sp Adr Recent Activity Exited	0%	$1.07M 26,700 shares@ $40.06 avg price	Exited
IMOImperial Oil Ltd Recent Activity Exited	0%	$684,315 10,027 shares@ $68.25 avg price	Exited