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Denise Ebzery

@Cypress Capital Management Llc (wy)

Latest period2024 - Q3ReportedManaged Assets$92.461MTotal holdings162
Assets growth rate-1.49%Assets growth rate (2-Q avg)-0.69%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cypress Capital Management Llc (wy)'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 162 positions.

Assets under management

The assets under management (AUM) of Cypress Capital Management Llc (wy) 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 92.461M in assets, with a quarterly growth rate of -1.49% and a 2-quarter average growth rate of -0.69%. The portfolio is managed by Denise Ebzery, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMLPAlps Etf Tr
Recent Activity
Increased 0.75%
2.79%
$2.58M
54,734 shares@ $47.13 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 0.88%
2.78%
$2.567M
21,148 shares@ $121.4 avg price
JPMJpmorgan Chase & Co
Recent Activity
Increased 194.33%
2.05%
$1.893M
8,977 shares@ $210.86 avg price
AEPAmerican Elec Pwr Inc
Recent Activity
Increased 2899.48%
1.27%
$1.169M
11,398 shares@ $102.61 avg price
ETEnergy Transfer Lp
Recent Activity
Increased 5.3%
0.35%
$319,395
19,900 shares@ $16.05 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 1461%
0.2%
$177,797
2,201 shares@ $80.79 avg price
VZVerizon Communications Inc
Recent Activity
Increased 0.17%
0.1%
$83,646
1,863 shares@ $44.9 avg price
NRIMNorthrim Bancorp Inc
Recent Activity
Increased 0.96%
0.05%
$37,730
530 shares@ $71.19 avg price
TAt&t Inc
Recent Activity
Increased 0.25%
0.03%
$27,374
1,244 shares@ $22.01 avg price
PSECProspect Cap Corp
Recent Activity
Increased 3.44%
0.02%
$10,486
1,960 shares@ $5.35 avg price