Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: HAYEK KALLEN INVESTMENT MANAGEMENT
  City: FAIRHOPE
  State: AL
  Zip: 36532
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $260,949,000
  Total Value Change : $21,441,000
  Securities Held Change : 6
   
All Securities Held : 93
  New Positions : 5
  Closed Positions : 0
  Increased Positions : 36
  Unchanged Positions : 23
  Decreased Positions : 29

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

   
Holdings Found : 5     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
   (BP)1 Year Chart         BP BP Plc (ADR) 36 New $37.49 $2,145,000 56,935 0.82% 2,145,000 56,935 0.002    Integrated Oil & Gas
   (SHW)1 Year Chart         SHW Sherwin Williams Co 76 New $312.40 $305,000 878 0.12% 305,000 878 0    General Building Mate...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 84 New $529.45 $243,000 465 0.09% 243,000 465 0    Closed - End Fund - E...
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 86 New $134.29 $209,000 1,612 0.08% 209,000 1,612 0    Paper & Paper Products
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 87 New $168.04 $203,000 1,200 0.08% 203,000 1,200 0    Closed - End Fund - E...

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