test

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
SGOVIshares Tr
Recent Activity
Increased 25%
0.17%
$503,600
5,000 shares@ $100.72 avg price
WMPNWilliam Penn Bancorporation
Recent Activity
Increased 0.88%
0.11%
$332,269
27,124 shares@ $12.25 avg price
BYFCBroadway Finl Corp Del
Recent Activity
Increased 12.22%
0.11%
$329,193
51,117 shares@ $6.44 avg price
LFCRLifecore Biomedical Inc
Recent Activity
Increased 287.81%
0.1%
$285,427
57,896 shares@ $4.93 avg price
SSYSunlink Health Sys Inc
Recent Activity
Increased 0.64%
0.03%
$84,702
105,878 shares@ $0.8 avg price