Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Mendel Money Management
  City: NORTHBROOK
  State: IL
  Zip: 60062
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $216,187,000
  Total Value Change : $8,047,000
  Securities Held Change : 1
   
All Securities Held : 129
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 67
  Unchanged Positions : 8
  Decreased Positions : 49

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

   
Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged 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
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 98 - $88.97 $436,000 5,160 0.2% 48,000 0 0.001    Closed - End Fund - E...
   (GWW)1 Year Chart         GWW WW Grainger Inc 100 - $892.25 $417,000 410 0.19% 77,000 0 0.001    Electronics Wholesale
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 104 - $183.30 $384,000 2,055 0.18% 27,000 0 0.001    Closed - End Fund - E...
   (ULTA)1 Year Chart         ULTA Ulta Salon Cosmetics & Frag... 111 - $382.61 $325,000 621 0.15% 21,000 0 0.001    Personal Services
   (BBT)1 Year Chart         BBT Truist Financial Corp 115 - $35.64 $266,000 6,829 0.12% 14,000 0 0.001    Domestic Regional Banks
   (MKC)1 Year Chart         MKC McCormick & Co Inc 121 - $68.58 $234,000 3,040 0.11% 26,000 0 0.001    Processed & Packaged ...
   (CLX)1 Year Chart         CLX Clorox Co 126 - $132.97 $216,000 1,411 0.1% 15,000 0 0.001    Cleaning Products
   (RELL)1 Year Chart         RELL Richardson Electronics Ltd 128 - $10.73 $167,000 18,100 0.08% -75,000 0 0.163    Electronics Wholesale

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