Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: GOELZER INVESTMENT MANAGEMENT, INC.
  City: INDIANAPOLIS
  State: IN
  Zip: 46204
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,554,725,000
  Total Value Change : $134,009,000
  Securities Held Change : 6
   
All Securities Held : 228
  New Positions : 14
  Closed Positions : 9
  Increased Positions : 86
  Unchanged Positions : 24
  Decreased Positions : 104

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

   
Holdings Found : 9     View All Holdings Currently Viewing:  Closed 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
   (BBT)1 Year Chart         BBT Truist Financial Corp 234 Closed $35.64 $0 0 0% -1,724,000 -60,255 0    Domestic Regional Banks
   (PDBC)1 Year Chart         PDBC Invesco Actively Managd ETF 233 Closed $13.95 $0 0 0% -191,000 -12,759 0    N/A
   (TWNK)1 Year Chart         TWNK Hostess Brands Inc 232 Closed $33.30 $0 0 0% -2,394,000 -71,861 0    N/A
   (DEO)1 Year Chart         DEO Diageo Plc (ADR) 231 Closed $137.44 $0 0 0% -201,000 -1,350 0    Beverage - Brewers
   (CXT)1 Year Chart         CXT Crane Holdings, Co 237 Closed $61.52 $0 0 0% -203,000 -3,646 0    Conglomerates
   (UPS)1 Year Chart         UPS United Parcel Service Inc 230 Closed $146.43 $0 0 0% -201,000 -1,287 0    AirDelivery & Freight...
   (AAP)1 Year Chart         AAP Advance Auto Parts Inc 236 Closed $76.31 $0 0 0% -918,000 -16,417 0    Auto Parts Stores
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 229 Closed $112.47 $0 0 0% -208,000 -2,210 0    Closed - End Fund - E...
   (CHTR)1 Year Chart         CHTR Charter Communications Inc 235 Closed $265.93 $0 0 0% -248,000 -565 0    CATV Systems

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