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subha venkatasubramanian

@Wesleyan Assurance Society

Latest period2024 - Q3ReportedManaged Assets$1.262BTotal holdings104
Assets growth rate9.31%Assets growth rate (2-Q avg)5.78%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wesleyan Assurance Society's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 104 positions.

Assets under management

The assets under management (AUM) of Wesleyan Assurance Society 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 1.262B in assets, with a quarterly growth rate of 9.31% and a 2-quarter average growth rate of 5.78%. The portfolio is managed by subha venkatasubramanian, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FERGFerguson Enterprises Ord
Recent Activity
New Position
8.02%
$101.172M
509,604 shares@ $198.54 avg price
DPZDominos Pizza Ord
Recent Activity
New Position
0.58%
$7.284M
16,925 shares@ $430.37 avg price