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Joel B. Wittenberg

@Wittenberg Investment Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$311.505MTotal holdings80
Assets growth rate6.14%Assets growth rate (2-Q avg)3.1%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wittenberg Investment Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Wittenberg Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 311.505M in assets, with a quarterly growth rate of 6.14% and a 2-quarter average growth rate of 3.1%. The portfolio is managed by Joel B. Wittenberg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$10.535M
475,641 shares@ $22.15 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$5.859M
264,375 shares@ $22.16 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$1.375M
485,805 shares@ $2.83 avg price
RAILFreightcar Amer Inc
Recent Activity
Exited
0%
$569,383
163,147 shares@ $3.49 avg price
ALLYAlly Finl Inc
Recent Activity
Exited
0%
$474,057
11,950 shares@ $39.68 avg price
FDXFedex Corp
Recent Activity
Exited
0%
$209,888
700 shares@ $299.84 avg price