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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
SPGIS&p Global Inc.
Recent Activity
Increased 145.84%
2.24%
$224.976M
435,476 shares@ $516.63 avg price
PANWPalo Alto Netwks
Recent Activity
Increased 442.39%
1.74%
$174.124M
509,431 shares@ $341.81 avg price
IQVIqvia Hldgs
Recent Activity
Increased 527.22%
1.47%
$147.683M
623,216 shares@ $236.98 avg price
NKENike Inc.
Recent Activity
Increased 8.72%
1.45%
$144.927M
1.639M shares@ $88.4 avg price
DEDeere & Company
Recent Activity
Increased 633.11%
1.37%
$136.936M
328,125 shares@ $417.33 avg price
MCDMcdonalds Corp.
Recent Activity
Increased 494.39%
1.21%
$121.254M
398,194 shares@ $304.51 avg price
METAMeta Platf.
Recent Activity
Decreased -20.42%
1.17%
$116.708M
203,874 shares@ $572.46 avg price
BLKBlackrock
Recent Activity
Decreased -37.09%
1.15%
$115.377M
121,512 shares@ $949.52 avg price
MAMastercard Inc.
Recent Activity
Increased 33.21%
1.14%
$114.205M
231,279 shares@ $493.8 avg price
PEPPepsico Inc.
Recent Activity
Increased 83.61%
1.01%
$101.529M
597,058 shares@ $170.05 avg price