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Hayley A. Snell

@Lri Investments, Llc

Latest period2024 - Q3ReportedManaged Assets$1.031BTotal holdings1146
Assets growth rate17.31%Assets growth rate (2-Q avg)69.61%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Lri Investments, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1146 positions.

Assets under management

The assets under management (AUM) of Lri Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.031B in assets, with a quarterly growth rate of 17.31% and a 2-quarter average growth rate of 69.61%. The portfolio is managed by Hayley A. Snell, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FPEFirst Trust Preferred Securities & Income Etf
Recent Activity
Exited
0%
$880,213
50,704 shares@ $17.36 avg price
BEBloom Energy Corp Com Cl A
Recent Activity
Exited
0%
$489,600
40,000 shares@ $12.24 avg price
BLKBlackrock Inc Com
Recent Activity
Exited
0%
$489,594
622 shares@ $787.13 avg price
LRCXLam Research Corp Com
Recent Activity
Exited
0%
$356,061
334 shares@ $1066.06 avg price
APGApi Group Corp Com Stk
Recent Activity
Exited
0%
$313,307
8,326 shares@ $37.63 avg price
LWLamb Weston Hldgs Inc Com
Recent Activity
Exited
0%
$244,084
2,903 shares@ $84.08 avg price
ROPRoper Technologies Inc Com
Recent Activity
Exited
0%
$112,732
200 shares@ $563.66 avg price
WDWalker & Dunlop Inc Com
Recent Activity
Exited
0%
$98,102
999 shares@ $98.21 avg price
CELHCelsius Hldgs Inc Com New
Recent Activity
Exited
0%
$88,487
1,550 shares@ $57.09 avg price
TELTe Connectivity Ltd Shs
Recent Activity
Exited
0%
$74,764
497 shares@ $150.44 avg price