Franck Ibalot
@Covea Finance
Latest period2024 - Q4ReportedManaged Assets$2.218BTotal holdings106
Assets growth rate-2.68%Assets growth rate (2-Q avg)0.89%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Covea Finance's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 106 positions.
Assets under management
The assets under management (AUM) of Covea Finance 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 2.218B in assets, with a quarterly growth rate of -2.68% and a 2-quarter average growth rate of 0.89%. The portfolio is managed by Franck Ibalot, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
WMWaste Mgmt Inc Del
| 1.98% | $43.705M 216,585 shares@ $201.79 avg price | Decreased -8.09% |
ZTSZoetis Inc
| 1.82% | $40.336M 247,569 shares@ $162.93 avg price | Decreased -3.46% |
HUBBHubbell Inc
| 1.78% | $39.271M 93,750 shares@ $418.89 avg price | Decreased -5.49% |
NOWServicenow Inc
| 1.75% | $38.763M 36,565 shares@ $1060.13 avg price | Decreased -25.68% |
HWMHowmet Aerospace Inc
| 1.63% | $36.144M 330,470 shares@ $109.38 avg price | Decreased -11.46% |
ITTItt Inc
| 1.42% | $31.419M 219,900 shares@ $142.88 avg price | Decreased -13.69% |
MSIMotorola Solutions Inc
| 1.4% | $30.898M 66,845 shares@ $462.23 avg price | Decreased -6.68% |
SRESempra
| 1.29% | $28.504M 324,945 shares@ $87.72 avg price | Decreased -9.52% |
NKENike Inc
| 1.18% | $26.051M 344,266 shares@ $75.67 avg price | Decreased -1.22% |
MKCMccormick & Co Inc
| 1.12% | $24.672M 323,610 shares@ $76.24 avg price | Decreased -16.08% |