Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: WELCH CAPITAL PARTNERS LLC/NY
  City: NEW YORK
  State: NY
  Zip: 10022
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $402,014,000
  Total Value Change : $26,214,000
  Securities Held Change : 1
   
All Securities Held : 21
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 1
  Unchanged Positions : 15
  Decreased Positions : 4

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

   
Holdings Found : 15     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
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 5 - $579.41 $14,714,000 28,062 3.66% 1,132,000 0 0.002    Closed - End Fund - E...
   (HUM)1 Year Chart         HUM Humana Inc 6 - $358.93 $12,113,000 34,935 3.01% -3,881,000 0 0.026    Health Care Plans
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 7 - $145.88 $9,378,000 63,480 2.33% 721,000 0 0.003    Closed - End Fund - E...
   (STE)1 Year Chart         STE Steris Corp 8 - $218.29 $6,216,000 27,651 1.55% 137,000 0 0.028    Medical Appliances & ...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 9 - $60.64 $4,398,000 65,649 1.09% 366,000 0 0.006    N/A
   (INNV)1 Year Chart         INNV Innovage Holding Ord Shs 10 - $0.00 $1,499,000 337,558 0.37% -526,000 0 0.222    N/A
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 11 - $63.83 $909,000 14,780 0.23% 83,000 0 0.002    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 12 - $442.57 $873,000 2,075 0.22% 93,000 0 0    Application Software
   (CI)1 Year Chart         CI Cigna Corporation 13 - $333.29 $659,000 1,815 0.16% 115,000 0 0    Health Care Plans
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 14 - $176.79 $654,000 4,335 0.16% 48,000 0 0    Search Engines & Info...
   (AAPL)1 Year Chart         AAPL Apple Inc 15 - $212.49 $508,000 2,963 0.13% -62,000 0 0    Personal Computers
   (XLK)1 Year Chart         XLK SPDR Technology Sector 16 - $227.67 $498,000 2,390 0.12% 38,000 0 0.001    Closed - End Fund - E...
   (HD)1 Year Chart         HD Home Depot Inc 17 - $346.84 $328,000 854 0.08% 32,000 0 0    Home Improvement Stores
   (KWR)1 Year Chart         KWR Quaker Chemical Corp 18 - $170.01 $266,000 1,296 0.07% -11,000 0 0.007    Specialty Chemicals
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 20 - $254.39 $203,000 696 0.05% -13,000 0 0.001    Conglomerates

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