Michelle Carter

@Polianta Ltd

Latest period2024 - Q4

Reported3d 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
DGDollar General Corp Recent Activity New Position	0.54%	$1.114M 14,700 shares@ $75.79 avg price	New Position
AUAnglogold Ashanti Plc Recent Activity New Position	0.53%	$1.103M 47,800 shares@ $23.08 avg price	New Position
MUMicron Technology Inc Recent Activity New Position	0.53%	$1.102M 13,100 shares@ $84.13 avg price	New Position
VSTVistra Corp Recent Activity Decreased -21.78%	0.53%	$1.089M 7,900 shares@ $137.85 avg price	Decreased -21.78%
SIRISirius Xm Holdings Inc Recent Activity New Position	0.52%	$1.085M 47,600 shares@ $22.8 avg price	New Position
MHKMohawk Industries Inc Recent Activity Increased 22.98%	0.52%	$1.084M 9,100 shares@ $119.13 avg price	Increased 22.98%
RNRRenaissancere Holdings Ltd Recent Activity	0.52%	$1.069M 4,300 shares@ $248.61 avg price
ESEversource Energy Recent Activity New Position	0.52%	$1.068M 18,600 shares@ $57.42 avg price	New Position
CVSCvs Health Corp Recent Activity Increased 28.11%	0.51%	$1.063M 23,700 shares@ $44.86 avg price	Increased 28.11%
ADMArcher-daniels-midland Co Recent Activity	0.51%	$1.055M 20,900 shares@ $50.48 avg price