Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: WELCH CAPITAL PARTNERS LLC/NY
  City: NEW YORK
  State: NY
  Zip: 10022
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $375,800,000
  Total Value Change : $27,716,000
  Securities Held Change : 2
   
All Securities Held : 20
  New Positions : 2
  Closed Positions : 1
  Increased Positions : 1
  Unchanged Positions : 11
  Decreased Positions : 6

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

   
Holdings Found : 6     View All Holdings Currently Viewing:  Decreased 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
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 1 - $464.22 $159,286,000 364,666 42.39% 16,072,000 -25 0.041    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 2 - $505.03 $102,055,000 214,713 27.16% 10,145,000 -291 0.002    Closed - End Fund - E...
   (BX)1 Year Chart         BX Blackstone Group LP 3 - $120.62 $36,288,000 277,177 9.66% 6,573,000 -175 0.041    Asset Management
   (GOOG)1 Year Chart         GOOG Alphabet Inc 4 - $168.46 $23,185,000 164,513 6.17% 1,378,000 -879 0.003    Search Engines & Info...
   (HUM)1 Year Chart         HUM Humana Inc 5 - $320.98 $15,994,000 34,935 4.26% -1,187,000 -380 0.026    Health Care Plans
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 6 - $496.06 $13,582,000 28,062 3.61% 1,936,000 -7 0.002    Closed - End Fund - E...

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