Michelle Carter

@Polianta Ltd

Latest period2024 - Q4

Reported2d ago

Managed Assets$209.294M

Total holdings72

Assets growth rate-1.76%

Assets growth rate (2-Q avg)3.03%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Polianta Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Polianta Ltd 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 209.294M in assets, with a quarterly growth rate of -1.76% and a 2-quarter average growth rate of 3.03%. The portfolio is managed by Michelle Carter, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
WCCWesco International Inc Recent Activity	0.62%	$1.284M 7,100 shares@ $180.85 avg price
EGEverest Group Ltd Recent Activity Increased 20.69%	0.61%	$1.268M 3,500 shares@ $362.29 avg price	Increased 20.69%
VTRSViatris Inc Recent Activity	0.61%	$1.262M 101,400 shares@ $12.45 avg price
KHCKraft Heinz Co The Recent Activity Increased 23.27%	0.6%	$1.252M 40,800 shares@ $30.69 avg price	Increased 23.27%
GLGlobe Life Inc Recent Activity New Position	0.6%	$1.249M 11,200 shares@ $111.52 avg price	New Position
AERAercap Holdings Nv Recent Activity	0.6%	$1.244M 13,000 shares@ $95.7 avg price
UNMUnum Group Recent Activity New Position	0.6%	$1.241M 17,000 shares@ $73.0 avg price	New Position
WFCWells Fargo & Co Recent Activity Decreased -11.11%	0.6%	$1.236M 17,600 shares@ $70.23 avg price	Decreased -11.11%
UBERUber Technologies Inc Recent Activity New Position	0.58%	$1.206M 20,000 shares@ $60.3 avg price	New Position
PRPermian Resources Corp Recent Activity	0.58%	$1.205M 83,800 shares@ $14.38 avg price