Hayley A. Snell

@Lri Investments, Llc

Latest period2024 - Q3

Reported2mo 4d ago

Managed Assets$1.031B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NCLHNorwegian Cruise Line Hldg Ltd Shs Recent Activity Exited	0%	$20,951 1,115 shares@ $18.8 avg price	Exited
FVDFirst Trust Value Line Dividend Index Fund Recent Activity Exited	0%	$20,946 514 shares@ $40.76 avg price	Exited
SMCISuper Micro Computer Inc Com Recent Activity Exited	0%	$20,484 25 shares@ $819.36 avg price	Exited
XCEMXClearbridge Mlp And Midstrm Fd Com Recent Activity Exited	0%	$19,391 409 shares@ $47.42 avg price	Exited
DONWisdomtree U.s. Midcap Dividend Fund Recent Activity Exited	0%	$19,363 414 shares@ $46.78 avg price	Exited
PCGPg&e Corp Com Recent Activity Exited	0%	$11,524 660 shares@ $17.47 avg price	Exited
CMSCms Energy Corp Com Recent Activity Exited	0%	$11,132 187 shares@ $59.53 avg price	Exited
QXOQxo Inc Com New Recent Activity Exited	0%	$10,046 140 shares@ $71.76 avg price	Exited
BAHBooz Allen Hamilton Hldg Corp Cl A Recent Activity Exited	0%	$10,004 65 shares@ $153.91 avg price	Exited
CASYCaseys Gen Stores Inc Com Recent Activity Exited	0%	$9,921 26 shares@ $381.58 avg price	Exited