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  Name: KELLY LAWRENCE W & ASSOCIATES INC/CA
  City: PASADENS
  State: CA
  Zip: 91101
   
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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
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Holdings Found : 9     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
   (SPGI)1 Year Chart         SPGI S&P Global Inc 168 Closed $434.40 $0 0 0% -125,000 -283 0    Publishing
   (STZ)1 Year Chart         STZ Constellation Brands Inc 167 Closed $253.50 $0 0 0% -41,000 -170 0    Beverage - Wineries &...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 166 Closed $37.44 $0 0 0% -66,000 -1,500 0    CATV Systems
   (CHKP)1 Year Chart         CHKP Check Point Software Techno... 174 Closed $156.49 $0 0 0% -4,000 -25 0    Security Software & S...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 164 Closed $223.35 $0 0 0% -109,000 -488 0    Home Improvement Stores
   (ET.PD)1 Year Chart         ET.PD Energy Transfer 7625% Perp ... 171 Closed $0.00 $0 0 0% -482,000 -18,950 0    N/A
   (EMO)1 Year Chart         EMO Clearbridge Energy Mlp Oppo... 162 Closed $41.75 $0 0 0% -14,000 -414 0    N/A
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 170 Closed $208.88 $0 0 0% -171,000 -900 0    Insurance Brokers
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 169 Closed $60.64 $0 0 0% -6,365,000 -103,645 0    N/A

      9 Records Found
  1    
Page 1 of 1
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