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Donovan Lippe

@B. Metzler Seel. Sohn & Co. Holding Ag

Latest period2024 - Q3ReportedManaged Assets$10.058BTotal holdings757
Assets growth rate45.75%Assets growth rate (2-Q avg)24.21%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in B. Metzler Seel. Sohn & Co. Holding Ag's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 757 positions.

Assets under management

The assets under management (AUM) of B. Metzler Seel. Sohn & Co. Holding Ag 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 10.058B in assets, with a quarterly growth rate of 45.75% and a 2-quarter average growth rate of 24.21%. The portfolio is managed by Donovan Lippe, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GEVGe Vernova Inc.
Recent Activity
New Position
0.1%
$9.427M
36,974 shares@ $254.96 avg price
FOURShift4 Paymts
Recent Activity
New Position
0.08%
$7.875M
88,887 shares@ $88.6 avg price
VLTOVeralto Corp.
Recent Activity
New Position
0.08%
$7.09M
63,379 shares@ $111.87 avg price
SAIASaia Inc.
Recent Activity
New Position
0.08%
$7.058M
16,141 shares@ $437.27 avg price
HRHealthcare Real.
Recent Activity
New Position
0.08%
$7.052M
388,600 shares@ $18.15 avg price
CSLCarlisle Cos. Inc.
Recent Activity
New Position
0.07%
$6.878M
15,292 shares@ $449.75 avg price
FERGFerguson Enterprises Inc.
Recent Activity
New Position
0.07%
$6.792M
34,203 shares@ $198.57 avg price
KNSLKinsale Cap.grp.inc.
Recent Activity
New Position
0.06%
$5.959M
12,800 shares@ $465.57 avg price
BOOTBoot Barn Hldgs
Recent Activity
New Position
0.06%
$5.931M
35,455 shares@ $167.28 avg price
RRXRegal Rexnord Corp.
Recent Activity
New Position
0.06%
$5.724M
34,505 shares@ $165.88 avg price