Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Whitford Management LLC
  City: NEW YORK
  State: NY
  Zip: 10022
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $177,602,000
  Total Value Change : $-76,885,000
  Securities Held Change : -1
   
All Securities Held : 21
  New Positions : 2
  Closed Positions : 3
  Increased Positions : 2
  Unchanged Positions : 7
  Decreased Positions : 10

                  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:  Unchanged 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
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 2 - $608,816.00 $6,344,000 10 3.57% 918,000 0 0    Property & Casualty I...
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 8 - $76.55 $3,587,000 46,150 2.02% 15,000 0 0.001    Closed - End Fund - E...
   (JEPQ)1 Year Chart         JEPQ Jpmorgan Nasdaq Equity Prem... 12 - $0.00 $2,666,000 49,154 1.5% 212,000 0 0.055    N/A
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 15 - $0.00 $2,408,000 41,624 1.36% 120,000 0 0.005    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector 17 - $90.68 $2,238,000 23,700 1.26% 251,000 0 0.001    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 19 - $548.00 $472,000 900 0.27% 36,000 0 0    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 20 - $404.09 $339,000 806 0.19% 52,000 0 0    Property & Casualty I...

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