Kim Jamieson

@Galvin, Gaustad & Stein, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$1.117B

Total holdings182

Assets growth rate-0.47%

Assets growth rate (2-Q avg)1.97%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Galvin, Gaustad & Stein, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 182 positions.

Assets under management

The assets under management (AUM) of Galvin, Gaustad & Stein, 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 1.117B in assets, with a quarterly growth rate of -0.47% and a 2-quarter average growth rate of 1.97%. The portfolio is managed by Kim Jamieson, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MTCHMatch Group Inc New Recent Activity Exited	0%	$14.602M 385,898 shares@ $37.84 avg price	Exited
BRK.ABerkshire Hathaway Inc Del Recent Activity Exited	0%	$691,180 1 shares@ $691180.0 avg price	Exited
PFEPfizer Inc Recent Activity Exited	0%	$559,310 19,327 shares@ $28.94 avg price	Exited
TFCTruist Finl Corp Recent Activity Exited	0%	$427,486 9,995 shares@ $42.77 avg price	Exited
BINCBlackrock Etf Trust Ii Recent Activity Exited	0%	$388,080 7,250 shares@ $53.53 avg price	Exited
ICLRIcon Plc Recent Activity Exited	0%	$273,519 952 shares@ $287.31 avg price	Exited
VHTVanguard World Fd Recent Activity Exited	0%	$264,986 939 shares@ $282.21 avg price	Exited
VLOValero Energy Corp Recent Activity Exited	0%	$253,181 1,875 shares@ $135.03 avg price	Exited
IYJIshares Tr Recent Activity Exited	0%	$240,606 1,800 shares@ $133.67 avg price	Exited
MDLZMondelez Intl Inc Recent Activity Exited	0%	$239,133 3,246 shares@ $73.68 avg price	Exited