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  Name: KENNEDY INVESTMENT GROUP
  City: WEST DEPFORD
  State: NJ
  Zip: 08086
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $187,406,000
  Total Value Change : $8,441,000
  Securities Held Change : 0
   
All Securities Held : 121
  New Positions : 6
  Closed Positions : 7
  Increased Positions : 54
  Unchanged Positions : 4
  Decreased Positions : 57

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Closed 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
   (GE)1 Year Chart         GE General Electric Co 121 Closed $159.50 $0 0 0% -205,000 -1,603 0    Conglomerates
   (MMM)1 Year Chart         MMM 3M Co 120 Closed $99.63 $0 0 0% -475,000 -4,348 0    Conglomerates
   (JQC)1 Year Chart         JQC Nuveen Multi-Strategy Incom... 126 Closed $5.65 $0 0 0% -52,000 -10,000 0    Closed - End Fund - Debt
   (MS)1 Year Chart         MS Morgan Stanley 125 Closed $98.56 $0 0 0% -244,000 -2,612 0    Investment Brokerage ...
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 124 Closed $319.18 $0 0 0% -231,000 -905 0    N/A
   (FTNT)1 Year Chart         FTNT Fortinet Inc 123 Closed $59.63 $0 0 0% -222,000 -3,800 0    Computer Peripherals
   (PENN)1 Year Chart         PENN Penn National Gaming Inc 122 Closed $15.86 $0 0 0% -204,000 -7,845 0    Gambling/Resorts

      7 Records Found
  1    
Page 1 of 1
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