test

Julia Ann Thomson

@Ccla Investment Management

Latest period2024 - Q4ReportedManaged Assets$6.305BTotal holdings59
Assets growth rate-2.86%Assets growth rate (2-Q avg)-1.43%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ccla Investment Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Ccla Investment Management 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 6.305B in assets, with a quarterly growth rate of -2.86% and a 2-quarter average growth rate of -1.43%. The portfolio is managed by Julia Ann Thomson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AJGGallagher (arthur J) Com Usd1
Recent Activity
New Position
1.74%
$109.544M
385,937 shares@ $283.84 avg price
BXSLBlackstone Secured Lending Fund Com Usd0.001
Recent Activity
New Position
1.07%
$67.323M
2.086M shares@ $32.28 avg price