Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: BARTON INVESTMENT MANAGEMENT
  City: WEST CONSHOHOCKEN
  State: PA
  Zip: 19428
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $824,214,000
  Total Value Change : $61,617,000
  Securities Held Change : -1
   
All Securities Held : 46
  New Positions : 1
  Closed Positions : 2
  Increased Positions : 7
  Unchanged Positions : 22
  Decreased Positions : 16

                  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:  Increased 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
   (GLBE)1 Year Chart         GLBE Global E Online Ord Shs 6 - $29.13 $34,891,000 959,854 4.23% 1,564,000 118,890 0.675    N/A
   (OWL)1 Year Chart         OWL Blue Owl Capital Inc 7 - $19.00 $33,963,000 1,800,785 4.12% 9,143,000 135,015 0.405    N/A
   (OKTA)1 Year Chart         OKTA Okta, Inc. 8 - $102.96 $32,029,000 306,145 3.89% 4,984,000 7,404 0.2    N/A
   (GFL)1 Year Chart         GFL Gfl Environmental Subordina... 12 - $31.91 $14,064,000 407,664 1.71% 538,000 15,715 0.13    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 17 - $189.87 $5,666,000 33,044 0.69% -682,000 75 0    Personal Computers
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 27 - $57.83 $1,215,000 20,929 0.15% 71,000 1,325 0.002    Closed - End Fund - Debt
   (BILL)1 Year Chart         BILL Bill.com Holdings, Inc. 30 - $59.28 $997,000 14,508 0.12% -176,000 131 0.014    N/A

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