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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
FWONKLiberty Media Corp Del
Recent Activity
Decreased -23.4%
0.27%
$811,079
10,475 shares@ $77.43 avg price
BLFYBlue Foundry Bancorp
Recent Activity
Decreased -1.76%
0.15%
$456,658
44,552 shares@ $10.25 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -52.83%
0.1%
$288,119
325 shares@ $886.52 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -71.47%
0.08%
$225,927
798 shares@ $283.12 avg price
FSEAFirst Seacoast Bancorp Inc
Recent Activity
Decreased -15.83%
0.05%
$154,362
17,019 shares@ $9.07 avg price
AWXAvalon Hldgs Corp
Recent Activity
Decreased -0.27%
0.04%
$93,868
36,811 shares@ $2.55 avg price