Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: KMG FIDUCIARY PARTNERS LLC
  City: TOLEDO
  State: OH
  Zip: 43617
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $965,243,000
  Total Value Change : $106,592,000
  Securities Held Change : -3
   
All Securities Held : 233
  New Positions : 7
  Closed Positions : 10
  Increased Positions : 117
  Unchanged Positions : 39
  Decreased Positions : 70

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

   
Holdings Found : 7     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
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 113 New $65.67 $1,570,000 20,398 0.16% 1,570,000 20,398 0.001    N/A
   (SYK)1 Year Chart         SYK Stryker Corp 208 New $334.68 $282,000 788 0.03% 282,000 788 0    Medical Instruments &...
   (ETN)1 Year Chart         ETN Eaton Corp 211 New $330.24 $278,000 888 0.03% 278,000 888 0    Diversified Machinery
   (STLD)1 Year Chart         STLD Steel Dynamics Inc 217 New $133.93 $251,000 1,693 0.03% 251,000 1,693 0.001    Steel & Iron
   (TDG)1 Year Chart         TDG Transdigm Group Inc 220 New $1,291.95 $239,000 194 0.02% 239,000 194 0    Aerospace/Defense Pro...
   (VLO)1 Year Chart         VLO Valero Energy Corp 230 New $166.06 $220,000 1,287 0.02% 220,000 1,287 0    Oil & Gas Refining, P...
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 233 New $328.64 $210,000 699 0.02% 210,000 699 0    Diversified Machinery

      7 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results