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Andrew Wiener

@Samjo Management, Llc

Latest period2024 - Q3ReportedManaged Assets$289.814MTotal holdings53
Assets growth rate7.95%Assets growth rate (2-Q avg)1.2%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Samjo Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of Samjo Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 289.814M in assets, with a quarterly growth rate of 7.95% and a 2-quarter average growth rate of 1.2%. The portfolio is managed by Andrew Wiener, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EPDEnterprise Prods Partners L
Recent Activity
0.23%
$643,331
22,100 shares@ $29.11 avg price
NVONovo-nordisk A S
Recent Activity
0.23%
$642,978
5,400 shares@ $119.07 avg price
ETEnergy Transfer L P
Recent Activity
0.23%
$642,000
40,000 shares@ $16.05 avg price
CTVACorteva Inc
Recent Activity
0.19%
$529,286
9,003 shares@ $58.79 avg price
NEOGNeogen Corp
Recent Activity
0.12%
$336,200
20,000 shares@ $16.81 avg price
GOOGAlphabet Inc
Recent Activity
0.11%
$300,942
1,800 shares@ $167.19 avg price
GOOGLAlphabet Inc
Recent Activity
0.11%
$298,530
1,800 shares@ $165.85 avg price
AAPLApple Inc
Recent Activity
0.11%
$298,240
1,280 shares@ $233.0 avg price
UNHUnitedhealth Group Inc
Recent Activity
0.11%
$292,340
500 shares@ $584.68 avg price
LENLennar Corp
Recent Activity
0.1%
$281,220
1,500 shares@ $187.48 avg price