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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

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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged 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
   (WMPN)1 Year Chart         WMPN William Penn Bancorp Inc 70 - $12.06 $687,000 55,619 0.37% 8,000 0 0.367    N/A
   (UYG)1 Year Chart         UYG Ultra Financials ProShares 100 - $66.20 $280,000 4,100 0.15% 54,000 0 0.029    Closed - End Fund - E...
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 102 - $3,195.40 $270,000 93 0.14% 57,000 0 0    Restaurants
   (KPTI)1 Year Chart         KPTI Karyopharm Therapeutics Inc. 118 - $1.12 $53,000 35,000 0.03% 23,000 0 0.031    N/A

      4 Records Found
  1    
Page 1 of 1
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