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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
IMCVIshares Morningstar Mid-cap Value Etf
Recent Activity
0.18%
$1.775M
22,656 shares@ $78.33 avg price
BACBank America Corp Com
Recent Activity
Increased 134.53%
0.17%
$1.699M
37,015 shares@ $45.91 avg price
CIThe Cigna Group Com
Recent Activity
0.17%
$1.698M
5,244 shares@ $323.89 avg price
VVisa Inc Com Cl A
Recent Activity
Increased 473.09%
0.17%
$1.68M
30,872 shares@ $54.42 avg price
SSNCSs&c Technologies Hldgs Inc Com
Recent Activity
Increased 299.33%
0.17%
$1.677M
22,598 shares@ $74.23 avg price
TRVTravelers Companies Inc Com
Recent Activity
Increased 50.7%
0.16%
$1.633M
6,364 shares@ $256.53 avg price
PEPPepsico Inc Com
Recent Activity
Increased 20.72%
0.16%
$1.562M
9,457 shares@ $165.15 avg price
CATCaterpillar Inc Com
Recent Activity
Increased 106.49%
0.15%
$1.492M
3,851 shares@ $387.34 avg price
IWDIshares Russell 1000 Value Etf
Recent Activity
Increased 217.97%
0.15%
$1.482M
7,647 shares@ $193.83 avg price
WBSWebster Finl Corp Com
Recent Activity
0.14%
$1.375M
23,033 shares@ $59.7 avg price