Michael Little

@Grant Grossmendelsohn, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$191.324M

Total holdings139

Assets growth rate-17.57%

Assets growth rate (2-Q avg)-5.7%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Grant Grossmendelsohn, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Grant Grossmendelsohn, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 191.324M in assets, with a quarterly growth rate of -17.57% and a 2-quarter average growth rate of -5.7%. The portfolio is managed by Michael Little, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
RIVNRivian Automotive Inc Recent Activity Exited	0%	$208,423 18,576 shares@ $11.23 avg price	Exited
UPSUnited Parcel Service Inc Recent Activity Exited	0%	$208,328 1,528 shares@ $136.35 avg price	Exited
MDLZMondelez Intl Inc Recent Activity Exited	0%	$207,436 2,816 shares@ $73.67 avg price	Exited
SMMUPimco Etf Tr Recent Activity Exited	0%	$202,000 4,000 shares@ $50.5 avg price	Exited
UAUnder Armour Inc Recent Activity Exited	0%	$113,345 13,558 shares@ $8.37 avg price	Exited
UISUnisys Corp Recent Activity Exited	0%	$73,840 13,000 shares@ $5.68 avg price	Exited