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Dale Q. Rice

@Dale Q Rice Investment Management Ltd

Latest period2024 - Q4ReportedManaged Assets$227.379MTotal holdings64
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dale Q Rice Investment Management Ltd's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 64 positions.

Assets under management

The assets under management (AUM) of Dale Q Rice Investment Management Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 227.379M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Dale Q. Rice, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PLTRPalantir Technologies Inclass A
Recent Activity
New Position
0.19%
$419,898
5,552 shares@ $75.64 avg price
SWPPXSchwab S&p 500 Index
Recent Activity
New Position
0.16%
$359,560
3,983 shares@ $90.28 avg price
WMTWalmart Inc
Recent Activity
New Position
0.09%
$201,932
2,235 shares@ $90.35 avg price
VWAGYVolkswagen A G Funsponsored Adr 1 Adr Reps 0.1 Ord Shs
Recent Activity
New Position
0.06%
$122,575
13,166 shares@ $9.31 avg price