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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
WSMWilliams Sonoma Inc
Recent Activity
Increased 100%
0.87%
$1.611M
10,396 shares@ $154.93 avg price
IWRIshares Tr
Recent Activity
Decreased -1.84%
0.86%
$1.59M
18,039 shares@ $88.15 avg price
GEVGe Vernova Inc
Recent Activity
New Position
0.86%
$1.582M
6,206 shares@ $254.99 avg price
DHRDanaher Corporation
Recent Activity
Decreased -0.26%
0.84%
$1.555M
5,593 shares@ $278.03 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -5.07%
0.84%
$1.547M
9,250 shares@ $167.2 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.2%
0.83%
$1.524M
13,005 shares@ $117.23 avg price
GEHCGe Healthcare Technologies I
Recent Activity
Decreased -1.12%
0.82%
$1.521M
16,210 shares@ $93.86 avg price
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
BLKBlackrock Inc
Recent Activity
Decreased -0.51%
0.8%
$1.473M
1,551 shares@ $949.52 avg price