Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: KELLY LAWRENCE W & ASSOCIATES INC/CA
  City: PASADENS
  State: CA
  Zip: 91101
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $439,478,000
  Total Value Change : $22,749,000
  Securities Held Change : 6
   
All Securities Held : 178
  New Positions : 15
  Closed Positions : 9
  Increased Positions : 14
  Unchanged Positions : 98
  Decreased Positions : 51

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

    
Holdings Found : 14     View All Holdings Currently Viewing:  New 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
   (ATKR)1 Year Chart         ATKR Atkore International Group ... 9 New $136.89 $15,138,000 79,525 3.44% 15,138,000 79,525 0.167    N/A
   (VOOG)1 Year Chart         VOOG Vanguard S&P 500 Growth Etf 70 New $332.83 $203,000 665 0.05% 203,000 665 0.003    N/A
   (COP)1 Year Chart         COP ConocoPhillips 77 New $109.39 $192,000 1,507 0.04% 192,000 1,507 0    Integrated Oil & Gas
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 80 New $60.24 $181,000 3,000 0.04% 181,000 3,000 0    Discount, Variety Stores
   (KIM)1 Year Chart         KIM Kimco Realty Corp 86 New $18.75 $135,000 6,870 0.03% 135,000 6,870 0.001    REIT - Retail
   (PSX)1 Year Chart         PSX Phillips 66 88 New $136.76 $123,000 753 0.03% 123,000 753 0    Oil & Gas Refining, P...
   (ALB.PA)1 Year Chart         ALB.PA Albemarle ADR 96 New $0.00 $78,000 1,325 0.02% 78,000 1,325 0    N/A
   (WFC)1 Year Chart         WFC Wells Fargo & Co 102 New $57.40 $58,000 1,000 0.01% 58,000 1,000 0    Domestic Money Center...
   (BYDDF)1 Year Chart         BYDDF BYD Co Ltd 103 New $29.11 $51,000 2,000 0.01% 51,000 2,000 0    Industrial Electrical...
   (UNM)1 Year Chart         UNM Unum Group 123 New $48.48 $27,000 500 0.01% 27,000 500 0    Life & Health Insurance
   (CNP)1 Year Chart         CNP CenterPoint Energy Inc 127 New $30.85 $23,000 800 0.01% 23,000 800 0    Multi Utilities
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 131 New $131.88 $18,000 20 0% 18,000 20 0    Semiconductor - Speci...
   (ACN)1 Year Chart         ACN Accenture Plc 143 New $286.71 $6,000 18 0% 6,000 18 0    Management Services
   (ALGN)1 Year Chart         ALGN Align Technology Inc 152 New $256.01 $4,000 12 0% 4,000 12 0    Medical Appliances & ...
      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us