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Company Main View
Name:
Jackson Grant Investment Advisers Inc.
City:
Stamford
State:
CT
Zip:
06905
Achive data
View Filing Period:
Current Quarter
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
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
Portfolio Summary
View Filing
Filing Report Date :
2023-12-31
Total Value :
$225,685,000
Total Value Change :
$18,218,000
Securities Held Change :
-1
All Securities Held :
394
New Positions
:
4
Closed Positions
:
5
Increased Positions
:
97
Unchanged Positions
:
251
Decreased Positions
:
42
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Holdings Found :
4
View All Holdings
Currently Viewing:
New 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
K
Kellanova
244
New
$61.86
$12,000
221
0.01%
12,000
221
0
Food - Major Diversified
NWSA
News Corp Class A
265
New
$25.03
$8,000
340
0%
8,000
340
0
Entertainment - Diver...
MSG
Madison Square Garden Co
264
New
$189.03
$8,000
45
0%
8,000
45
0
N/A
VLTO
Veralto Corp
388
New
$96.50
$1,000
7
0%
1,000
7
0
N/A
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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