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Dennis Kushmerek

@Rosenbaum Jay D.

Latest period2024 - Q3ReportedManaged Assets$6.692MTotal holdings6
Assets growth rate-62.11%Assets growth rate (2-Q avg)-30.88%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rosenbaum Jay D.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 6 positions.

Assets under management

The assets under management (AUM) of Rosenbaum Jay D. 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 - Q3, they manage 6.692M in assets, with a quarterly growth rate of -62.11% and a 2-quarter average growth rate of -30.88%. The portfolio is managed by Dennis Kushmerek, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corp
Recent Activity
Decreased -46.22%
4.4%
$293,885
2,420 shares@ $121.45 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -72.99%
3.84%
$256,459
596 shares@ $430.31 avg price