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| Name: |
Rosenbaum Jay D. |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02110-2131 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
8 |
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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 |
|
NPWR |
NET Power Inc |
1 |
- |
$10.91 |
$5,695,000 |
500,000 |
32.35% |
645,000 |
0 |
1.333 |
N/A |
|
|
V |
Visa Inc |
7 |
- |
$275.58 |
$520,000 |
1,863 |
2.95% |
35,000 |
0 |
0 |
Business Services |
|
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UNH |
Unitedhealth Group Inc |
10 |
- |
$521.35 |
$364,000 |
736 |
2.07% |
-23,000 |
0 |
0 |
Health Care Plans |
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NPWR/WS |
Net Power Equity Warrants E... |
11 |
- |
$0.00 |
$363,000 |
125,000 |
2.06% |
88,000 |
0 |
0.139 |
N/A |
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BX |
Blackstone Group LP |
14 |
- |
$120.62 |
$308,000 |
2,348 |
1.75% |
1,000 |
0 |
0 |
Asset Management |
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SCHW |
Charles Schwab Corp |
16 |
- |
$75.27 |
$294,000 |
4,062 |
1.67% |
15,000 |
0 |
0 |
Investment Brokerage ... |
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HD |
Home Depot Inc |
18 |
- |
$330.59 |
$271,000 |
707 |
1.54% |
26,000 |
0 |
0 |
Home Improvement Stores |
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SPGI |
S&P Global Inc |
22 |
- |
$442.30 |
$240,000 |
563 |
1.36% |
-8,000 |
0 |
0 |
Publishing |
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