Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: HALL KATHRYN A.
  City:
  State:
  Zip:
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $433,639,000
  Total Value Change : $79,253,000
  Securities Held Change : 3
   
All Securities Held : 53
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 7
  Unchanged Positions : 37
  Decreased Positions : 5

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 7     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 1 - $498.98 $100,382,000 208,824 23.15% 31,659,000 51,492 0.023    Closed - End Fund - E...
   (HEFA)1 Year Chart         HEFA Ishares Currency Hedged Msc... 6 - $0.00 $10,621,000 304,506 2.45% 2,972,000 61,755 0.039    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 12 - $266.69 $7,501,000 28,861 1.73% 1,939,000 5,416 0.003    Closed - End Fund - E...
   (VSGX)1 Year Chart         VSGX Vanguard Esg International ... 22 - $0.00 $2,862,000 49,802 0.66% 110,000 12 0.187    N/A
   (IGM)1 Year Chart         IGM iShares S&P GSTI Tech Index Fd 39 - $94.16 $861,000 9,990 0.2% 115,000 8,325 0.112    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 47 - $57.83 $468,000 7,700 0.11% 41,000 6,160 0.003    Closed - End Fund - E...
   (ESGV)1 Year Chart         ESGV Vanguard Esg Us Stock Etf 48 - $0.00 $435,000 4,670 0.1% 39,000 11 0.012    N/A

      7 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results