Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: HOYLECOHEN LLC
  City: San Diego
  State: CA
  Zip: 92123
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,223,615,000
  Total Value Change : $145,288,000
  Securities Held Change : 11
   
All Securities Held : 271
  New Positions : 16
  Closed Positions : 6
  Increased Positions : 126
  Unchanged Positions : 49
  Decreased Positions : 80

                  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:  New 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
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 101 New $0.00 $2,338,000 23,322 0.19% 2,338,000 23,322 0.026    N/A
   (CGMS)1 Year Chart         CGMS Capital Group Us Multi-sect... 121 New $0.00 $1,722,000 63,814 0.14% 1,722,000 63,814 0.071    N/A
   (FLTB)1 Year Chart         FLTB Fidelity Limited Term Bond Etf 139 New $0.00 $1,182,000 24,021 0.1% 1,182,000 24,021 0.444    N/A
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 173 New $0.00 $676,000 26,484 0.06% 676,000 26,484 0.003    N/A
   (MRVL)1 Year Chart         MRVL Marvell Technology, Inc. 177 New $68.47 $658,000 10,918 0.05% 658,000 10,918 0.001    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 190 New $0.00 $539,000 22,374 0.04% 539,000 22,374 0.004    N/A
   (LDOS)1 Year Chart         LDOS Leidos Holdings, Inc. 199 New $147.48 $453,000 4,185 0.04% 453,000 4,185 0.003    Technical Services
   (MCO)1 Year Chart         MCO Moodys Corp 201 New $400.35 $438,000 1,122 0.04% 438,000 1,122 0.001    Business Services
   (CGCP)1 Year Chart         CGCP Capital Group Core Plus Inc... 233 New $0.00 $298,000 13,137 0.02% 298,000 13,137 0    N/A
   (SAIC)1 Year Chart         SAIC Science Applications Intern... 242 New $135.09 $267,000 2,146 0.02% 267,000 2,146 0.004    N/A
   (HPQ)1 Year Chart         HPQ HP Inc 252 New $29.72 $225,000 7,473 0.02% 225,000 7,473 0.001    Diversified Computer ...
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 253 New $157.58 $221,000 1,427 0.02% 221,000 1,427 0    Domestic Money Center...
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 257 New $422.78 $215,000 528 0.02% 215,000 528 0    Drug Manufacturers - ...
   (MU)1 Year Chart         MU Micron Technology Inc 256 New $121.24 $215,000 2,523 0.02% 215,000 2,523 0    Semiconductor - Memor...
   (DVY)1 Year Chart         DVY iShares Dow Select Div 259 New $124.24 $203,000 1,734 0.02% 203,000 1,734 0.001    Closed - End Fund - E...
   (ZS)1 Year Chart         ZS Zscaler Inc 260 New $174.62 $201,000 906 0.02% 201,000 906 0.001    N/A
      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