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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
9497⤦Wells Fargo Co New
Recent Activity
Decreased -1.27%
0.96%
$2.984M
2,327 shares@ $1282.2 avg price
BACBank America Corp
Recent Activity
Decreased -29.59%
0.94%
$2.923M
73,664 shares@ $39.69 avg price
JEFJefferies Finl Group Inc
Recent Activity
Decreased -17.63%
0.9%
$2.797M
45,437 shares@ $61.55 avg price
USBUs Bancorp Del
Recent Activity
Decreased -53.4%
0.78%
$2.41M
52,700 shares@ $45.73 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -7.06%
0.71%
$2.206M
11,841 shares@ $186.34 avg price
NFLXNetflix Inc
Recent Activity
Decreased -8.99%
0.55%
$1.687M
2,378 shares@ $709.27 avg price
LILAKLiberty Latin America Ltd
Recent Activity
Decreased -9.92%
0.54%
$1.671M
176,092 shares@ $9.49 avg price
IWSIshares Tr
Recent Activity
Decreased -37.7%
0.52%
$1.601M
8,262 shares@ $193.82 avg price
LLYVKLiberty Media Corp Del
Recent Activity
Decreased -3.17%
0.42%
$1.277M
24,886 shares@ $51.33 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -4.75%
0.4%
$1.24M
2,504 shares@ $495.11 avg price