John J. Crowley III
@Mitchell Mcleod Pugh & Williams Inc
Latest period2024 - Q4ReportedManaged Assets$476.496MTotal holdings256
Assets growth rate-0.55%Assets growth rate (2-Q avg)4.41%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Mitchell Mcleod Pugh & Williams Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 256 positions.
Assets under management
The assets under management (AUM) of Mitchell Mcleod Pugh & Williams Inc 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 476.496M in assets, with a quarterly growth rate of -0.55% and a 2-quarter average growth rate of 4.41%. The portfolio is managed by John J. Crowley III, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VTNRQVertex Energy Inc
| 0% | $2,270 19,634 shares@ $0.12 avg price | Exited |