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Company Main View
Name:
Mendel Money Management
City:
NORTHBROOK
State:
IL
Zip:
60062
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2019-12-31
2019-09-30
2019-06-30
2018-09-30
2017-12-31
2015-06-30
2015-03-31
2014-12-31
2014-09-30
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$216,187,000
Total Value Change :
$8,047,000
Securities Held Change :
1
All Securities Held :
129
New Positions
:
5
Closed Positions
:
4
Increased Positions
:
67
Unchanged Positions
:
8
Decreased Positions
:
49
Download
Free Registration Required For Full Results
Holdings Found :
4
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
ORCL
Oracle Corp
129
Closed
$123.50
$0
0
0%
-474,000
-4,495
0
Application Software
TXN
Texas Instruments Inc
132
Closed
$195.02
$0
0
0%
-413,000
-2,420
0
Semiconductor- Broad...
MBB
iShares Barclays MBS Bond
131
Closed
$91.35
$0
0
0%
-352,000
-3,745
0
Closed - End Fund - E...
KMB
Kimberly Clark Corp
130
Closed
$134.29
$0
0
0%
-409,000
-3,366
0
Paper & Paper Products
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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