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Harry Cowley

@Stonegate Investment Group, Llc

Latest period2024 - Q3ReportedManaged Assets$3.798BTotal holdings411
Assets growth rate9.77%Assets growth rate (2-Q avg)9.15%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Stonegate Investment Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 411 positions.

Assets under management

The assets under management (AUM) of Stonegate Investment Group, Llc 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 3.798B in assets, with a quarterly growth rate of 9.77% and a 2-quarter average growth rate of 9.15%. The portfolio is managed by Harry Cowley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CTASCintas Corp
Recent Activity
New Position
0.01%
$221,546
1,076 shares@ $205.9 avg price
IFFInternational Flavors&fragra
Recent Activity
New Position
0.01%
$219,409
2,091 shares@ $104.94 avg price
CLXClorox Co Del
Recent Activity
New Position
0.01%
$218,951
1,344 shares@ $162.91 avg price
CRCrane Company
Recent Activity
New Position
0.01%
$216,369
1,367 shares@ $158.29 avg price
SUSuncor Energy Inc New
Recent Activity
New Position
0.01%
$215,613
5,840 shares@ $36.93 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.01%
$215,190
3,000 shares@ $71.73 avg price
SEESealed Air Corp New
Recent Activity
New Position
0.01%
$211,847
5,836 shares@ $36.31 avg price
ESEEsco Technologies Inc
Recent Activity
New Position
0.01%
$207,400
1,608 shares@ $128.99 avg price
SJNKSpdr Ser Tr
Recent Activity
New Position
0.01%
$206,000
8,000 shares@ $25.75 avg price
MGVVanguard World Fd
Recent Activity
New Position
0.01%
$204,863
1,597 shares@ $128.28 avg price