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Daniel J. Cohen

@Macroview Investment Management Llc

Latest period2024 - Q3ReportedManaged Assets$102.319MTotal holdings584
Assets growth rate8.39%Assets growth rate (2-Q avg)6.08%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Macroview Investment Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 584 positions.

Assets under management

The assets under management (AUM) of Macroview Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 102.319M in assets, with a quarterly growth rate of 8.39% and a 2-quarter average growth rate of 6.08%. The portfolio is managed by Daniel J. Cohen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ILPTIndustrial Logistics Pptys T
Recent Activity
New Position
0.52%
$526,971
110,708 shares@ $4.77 avg price
GDSGds Hldgs Ltd
Recent Activity
New Position
0.27%
$275,400
13,500 shares@ $20.4 avg price
GAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.23%
$226,005
6,500 shares@ $34.77 avg price
PJULInnovator Etfs Trust
Recent Activity
New Position
0.08%
$78,127
1,930 shares@ $40.49 avg price
GJULFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.08%
$77,825
2,160 shares@ $36.04 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
New Position
0.03%
$21,224
200 shares@ $106.12 avg price
SLBSchlumberger Ltd
Recent Activity
New Position
0.02%
$10,488
250 shares@ $41.96 avg price
CAVACava Group Inc
Recent Activity
New Position
0.02%
$10,404
84 shares@ $123.86 avg price
DASHDoordash Inc
Recent Activity
New Position
0.01%
$9,563
67 shares@ $142.74 avg price
EBAYEbay Inc.
Recent Activity
New Position
0.01%
$9,507
146 shares@ $65.12 avg price