Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: DiMeo Schneider & Associates L.L.C.
  City: Chicago
  State: IL
  Zip: 60661
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $505,175,000
  Total Value Change : $-28,329,000
  Securities Held Change : 17
   
All Securities Held : 130
  New Positions : 30
  Closed Positions : 16
  Increased Positions : 48
  Unchanged Positions : 14
  Decreased Positions : 38

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

    
Holdings Found : 16     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
   (PEP)1 Year Chart         PEP Pepsico Inc 143 Closed $179.46 $0 0 0% -346,000 -2,035 0    Beverage Soft Drinks...
   (UPS)1 Year Chart         UPS United Parcel Service Inc 136 Closed $147.94 $0 0 0% -284,000 -1,805 0    AirDelivery & Freight...
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 142 Closed $466.09 $0 0 0% -667,000 -1,729 0    Investment Brokerage ...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 135 Closed $76.51 $0 0 0% -626,000 -8,127 0    Closed - End Fund - E...
   (INVH)1 Year Chart         INVH Invitation Homes Inc. 141 Closed $35.65 $0 0 0% -442,000 -12,956 0    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited 134 Closed $1,436.17 $0 0 0% -385,000 -345 0    Semiconductor- Broad...
   (MAA)1 Year Chart         MAA Mid America Apartment Commu... 140 Closed $137.71 $0 0 0% -205,000 -1,528 0    REIT - Diversified
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 146 Closed $251.60 $0 0 0% -212,000 -776 0    Diversified Chemicals
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 133 Closed $106.83 $0 0 0% -310,000 -2,887 0    Closed - End Fund - E...
   (AVB)1 Year Chart         AVB AvalonBay Communities 139 Closed $198.46 $0 0 0% -452,000 -2,391 0    REIT - Housing/Apartm...
   (SCHP)1 Year Chart         SCHP Schwab U.S. Tips Etf 145 Closed $51.98 $0 0 0% -232,000 -4,450 0    N/A
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 132 Closed $71.33 $0 0 0% -269,000 -3,692 0    Food - Major Diversified
   (ETN)1 Year Chart         ETN Eaton Corp 138 Closed $337.96 $0 0 0% -273,000 -1,132 0    Diversified Machinery
   (AMH)1 Year Chart         AMH Amerus Group Co 144 Closed $36.65 $0 0 0% -238,000 -6,567 0    Life & Health Insurance
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 131 Closed $161.34 $0 0 0% -209,000 -1,351 0    Domestic Money Center...
   (CPT)1 Year Chart         CPT Camden Property Trust 137 Closed $108.01 $0 0 0% -390,000 -3,892 0    REIT - Housing/Apartm...
      16 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us