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Samuel Hackwood

@Jtc Employer Solutions Trustee Ltd

Latest period2024 - Q4ReportedManaged Assets$1.41BTotal holdings323
Assets growth rate-7.91%Assets growth rate (2-Q avg)-2.75%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Jtc Employer Solutions Trustee Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 323 positions.

Assets under management

The assets under management (AUM) of Jtc Employer Solutions Trustee Ltd 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 1.41B in assets, with a quarterly growth rate of -7.91% and a 2-quarter average growth rate of -2.75%. The portfolio is managed by Samuel Hackwood, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
APHAmphenol Corp New
Recent Activity
Increased 1.87%
0.02%
$204,000
2,889 shares@ $70.62 avg price
RTXRtx Corporation
Recent Activity
Increased 1.46%
0.02%
$192,000
1,669 shares@ $115.04 avg price
BMOBank Montreal Que
Recent Activity
Increased 473.75%
0.01%
$137,000
1,595 shares@ $85.9 avg price
CNQCanadian Nat Res Ltd
Recent Activity
Increased 100%
0.01%
$121,000
4,000 shares@ $30.25 avg price
SONYSony Group Corp
Recent Activity
Increased 400%
0.01%
$105,000
4,950 shares@ $21.22 avg price