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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
AMZNAmazon.com Inc
Recent Activity
Exited
0%
$783,049
4,052 shares@ $193.25 avg price
AAPLApple Inc
Recent Activity
Exited
0%
$672,088
3,191 shares@ $210.62 avg price
GOOGLAlphabet Inc Cl A
Recent Activity
Exited
0%
$612,388
3,362 shares@ $182.15 avg price
METAMeta Platforms Inc
Recent Activity
Exited
0%
$544,053
1,079 shares@ $504.22 avg price
VVisa Inc Cl A
Recent Activity
Exited
0%
$509,979
1,943 shares@ $262.47 avg price
UNHUnitedhealth Group Inc
Recent Activity
Exited
0%
$374,815
736 shares@ $509.26 avg price
ADBEAdobe Inc
Recent Activity
Exited
0%
$341,102
614 shares@ $555.55 avg price
SCHWCharles Schwab Corp
Recent Activity
Exited
0%
$336,542
4,567 shares@ $73.69 avg price
BKNGBooking Holdings Inc
Recent Activity
Exited
0%
$324,843
82 shares@ $3961.5 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Exited
0%
$319,634
578 shares@ $553.0 avg price