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  Name: WEST FAMILY INVESTMENTS, INC.
  City: EVANSTON
  State: IL
  Zip: 60201
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $322,293,000
  Total Value Change : $27,035,000
  Securities Held Change : 23
   
All Securities Held : 259
  New Positions : 31
  Closed Positions : 17
  Increased Positions : 133
  Unchanged Positions : 74
  Decreased Positions : 21

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Holdings Found : 17     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (ZM)1 Year Chart         ZM Zoom Video Communications, ... 273 Closed $62.84 $0 0 0% -1,145,000 -16,355 0    N/A
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 260 Closed $440.04 $0 0 0% -258,000 -552 0    Aerospace/Defense - M...
   (KDP)1 Year Chart         KDP Keurig Dr Pepper Inc 266 Closed $34.63 $0 0 0% -202,000 -6,057 0    Beverage Soft Drinks...
   (D)1 Year Chart         D Dominion Energy Inc 272 Closed $51.44 $0 0 0% -397,000 -8,455 0    Electric Utilities
   (ES)1 Year Chart         ES Eversource Energy 265 Closed $58.58 $0 0 0% -336,000 -5,443 0    Electric Utilities
   (FNV)1 Year Chart         FNV Franco-Nevada Corp 271 Closed $117.56 $0 0 0% -224,000 -2,020 0    Gold
   (CCI)1 Year Chart         CCI Crown Castle International ... 264 Closed $100.62 $0 0 0% -205,000 -1,780 0    Integrated Telecommun...
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 270 Closed $134.48 $0 0 0% -207,000 -1,702 0    Paper & Paper Products
   (NEE)1 Year Chart         NEE NextEra Energy 276 Closed $75.39 $0 0 0% -393,000 -6,475 0    Electric Utilities
   (AFRM)1 Year Chart         AFRM Affirm Holdings, Inc. 263 Closed $0.00 $0 0 0% -239,000 -4,866 0    N/A
   (ABEV)1 Year Chart         ABEV Companhia de Bebidas das Am... 269 Closed $2.17 $0 0 0% -39,000 -13,843 0    Beverage - Brewers
   (NTCO)1 Year Chart         NTCO Natura &Co Holding S.A 275 Closed $5.64 $0 0 0% -92,000 -13,392 0    N/A
   (DG)1 Year Chart         DG Dollar General Corp 262 Closed $126.61 $0 0 0% -227,000 -1,668 0    Discount, Variety Stores
   (HUM)1 Year Chart         HUM Humana Inc 268 Closed $351.80 $0 0 0% -285,000 -623 0    Health Care Plans
   (UPS)1 Year Chart         UPS United Parcel Service Inc 274 Closed $137.64 $0 0 0% -200,000 -1,274 0    AirDelivery & Freight...
   (PKX)1 Year Chart         PKX POSCO (ADR) 261 Closed $68.59 $0 0 0% -209,000 -2,200 0    Steel & Iron
   (PNM)1 Year Chart         PNM PNM Resources Inc 267 Closed $37.20 $0 0 0% -283,000 -6,798 0    Multi Utilities
      17 Records Found
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Page 1 of 1
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