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Carolyn Zuendel

@Legacy Bridge, Llc

Latest period2024 - Q3ReportedManaged Assets$185.699MTotal holdings293
Assets growth rate9.47%Assets growth rate (2-Q avg)4.36%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Bridge, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 293 positions.

Assets under management

The assets under management (AUM) of Legacy Bridge, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 185.699M in assets, with a quarterly growth rate of 9.47% and a 2-quarter average growth rate of 4.36%. The portfolio is managed by Carolyn Zuendel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FCXFreeport-mcmoran Inc
Recent Activity
Increased 0.31%
0.81%
$1.498M
30,007 shares@ $49.93 avg price
DLRDigital Rlty Tr Inc
Recent Activity
Increased 0.11%
0.8%
$1.476M
9,122 shares@ $161.84 avg price
HPEHewlett Packard Enterprise C
Recent Activity
Increased 10.04%
0.74%
$1.369M
66,930 shares@ $20.47 avg price
VLOValero Energy Corp
Recent Activity
Increased 0.19%
0.69%
$1.274M
9,432 shares@ $135.04 avg price
BKBank New York Mellon Corp
Recent Activity
Increased 730.03%
0.64%
$1.178M
16,393 shares@ $71.87 avg price
IEMGIshares Inc
Recent Activity
Increased 2.19%
0.6%
$1.099M
19,151 shares@ $57.42 avg price
CLSCelestica Inc
Recent Activity
Increased 0.28%
0.51%
$940,353
18,395 shares@ $51.13 avg price
NOWServicenow Inc
Recent Activity
Increased 4100%
0.51%
$939,110
1,050 shares@ $894.4 avg price
NUNu Hldgs Ltd
Recent Activity
Increased 0.04%
0.49%
$898,170
65,800 shares@ $13.65 avg price
CTRECaretrust Reit Inc
Recent Activity
Increased 0.71%
0.41%
$753,509
24,417 shares@ $30.87 avg price