Altrius Capital Management Inc Q4 2023 13F Top Portfolio Holdings

Altrius Capital Management Inc top investments as of Q4 2023 based on public SEC filings ... Q4 2023 13F Holdings Location New Bern, NC Holdings as of 12/31/2023 Value ($000) $358,998 …


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Altrius Capital Management Inc Q4 2023 13F Top Portfolio Holdings

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Altrius Capital Management Inc top investments as of Q4 2023 based on public SEC filings ... Q4 2023 13F Holdings Location New Bern, NC Holdings as of 12/31/2023 Value ($000) $358,998 …

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$359 Million Altrius Capital Management Inc Q4 2023 13F …

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Altrius Capital Management Inc holdings disclosure for Q4 2023 quarter. Open main menu. LogiPortfolio Stocks. ... Altrius Capital Management Inc Q4 2023 13F Holdings Report, Excl. …

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Altrius Capital Management 13F Filings And Top Holdings And …

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Latest statistics and disclosures from Altrius Capital Management's latest quarterly 13F-HR filing: Top 5 stock holdings are SIEGY, AZN ... , NVS, and represent 11.29% of Altrius Capital …

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Portfolio And Economic Review 4th Quarter 2023 - Altrius …

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**Most recent Portfolio Annual Yield of 4.18% as of 12/31/2023 based on Morningstar data. ***Adjusted monthly for 2.5% annual inflation beginning 01/31/2003 Q4 2023

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Altrius Capital Inc Current Portfolio, 13F Holdings (2024-08-12)

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Past Performances and the history of Asset Under Management Altrius Capital Management Inc. ... (3 new) Top holdings: SIEGY(2.36%) AZN(2.30%) BBVA(2.24%) ETN(2.19%) NVS(2.19%) …

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Altrius Capital Management Inc Q2 2024 13F Top Portfolio Holdings

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May 13, 2024  · Altrius Capital Management Inc reported 88 holdings with total value $380 M as of Q2 2024. Top holdings included SIEGY, AZN, BBVCY, ETN, and NVS. Altrius Capital …

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Altrius Capital Management Inc Q3 2024 13F Top Portfolio Holdings

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Altrius Capital Management Inc reported 85 holdings with total value $399 M as of Q3 2024. Top holdings included RY.TO, ETN, SNY, CNHI, and ABEV. Altrius Capital Management Inc ...

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Altrius Capital Management Inc 13F Annual Report - Wallmine

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$380 billion Assets Under Management (AUM) As of 5th August 2024, Altrius Capital Management Inc’s top holding is 96,210 shares of Siemens A.g. Adr currently worth over …

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Top 13 Venture Capital Firms Investors In New Jersey [2023]

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The top 13 venture capital firms in New Jersey, ranked by the amount of money invested in biotech, internet and technology startups from 1995 to 2023. ... 84% of their portfolio …

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Tracking William Von Mueffling's Cantillon Capital Management …

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Nov 8, 2024  · The portfolio continues to be heavily concentrated, with the top five positions representing ~26% of the total 13F holdings. The largest stake is Broadcom, which accounts …

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Tracking Jeremy Grantham's GMO Capital Portfolio - Q3 2024 …

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5 days ago  · GMO’s 13F portfolio increased to $31.91B, with top holdings in Microsoft, Apple, Meta, Alphabet, and Oracle comprising ~21% of the portfolio. US Large-Cap asset class …

seekingalpha.com

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New Jersey MarketBeats | US | Cushman & Wakefield

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Oct 8, 2024  · Northern New Jersey's office vacancy rate climbed to 23.2% by the end of the third quarter of 2024, up 160 basis points year-over-year.

cushmanwakefield.com

FAQs about Altrius Capital Management Inc Q4 2023 13F Top Portfolio Holdings Coupon?

What was the stock price in Q3 2023?

There was a ~18% stake increase during Q3 2023 at prices between ~$56 and ~$63. That was followed by a ~20% increase in the next quarter at prices between ~$52 and ~$60. Q1 2024 saw another one-third increase at prices between $58.44 and $61.18. The stock is now at ~$63. ...

How did the stock market perform in Q2 2023?

Q2 2023 saw a ~20% stake increase at prices between ~$458 and ~$526. The next quarter also saw a ~13% stake increase, and that was followed by a minor ~4% increase during Q4 2023. The position was increased by 14% during Q1 2024 at prices between ~$471 and ~$543. ...

Who owns GMO capital 13F?

Note: GMO has significant ownership stakes in the following businesses: Ameresco (AMRC), Aemetis (AMTX), Adecoagro (AGRO), Clean Energy Fuels (CLNE), Green Plains (GPRE), GrafTech (EAF), Kosmos Energy (KOS), and SolarEdge (SEDG). Below is a spreadsheet that shows the changes to Jeremy Grantham's GMO Capital 13F portfolio holdings as of Q3 2024: ...

What happened to American Tower (Amt) in Q4 2023?

There was a ~5% trimming this quarter. American Tower (AMT): The 2.75% of the portfolio stake in AMT was increased by 15% during Q4 2023 at prices between ~$155 and ~$217. The stock currently trades at ~$198. The last three quarters saw minor trimming. ...

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