Lorne Steinberg Wealth Management 13F annual report

Lorne Steinberg Wealth Management closed its position in The Allstate on 18th July 2024. It sold the previously owned 52,655 shares for $7.37 billion. Geoffrey Smith also disclosed a …

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Lorne Steinberg Wealth Management 13F Annual Report

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Lorne Steinberg Wealth Management closed its position in The Allstate on 18th July 2024. It sold the previously owned 52,655 shares for $7.37 billion. Geoffrey Smith also disclosed a …

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LORNE STEINBERG WEALTH MANAGEMENT INC. Top 13F …

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Lorne Steinberg Wealth Management is a large advisory firm with 924 clients and discretionary assets under management (AUM) of $592,705,945 (Form ADV from 2024-08-24). Their last …

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Lorne Steinberg Wealth Management AUM, Funds & Holdings Data

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Lorne Steinberg Wealth Management is an investment advisor in Montreal, Quebec with $577.71 mm assets under management. ... Annual report of proxy voting record. 16 Aug 24. Latest …

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Lorne Steinberg Wealth Management 13F Annual Report

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Lorne Steinberg Wealth Management 13F annual report Lorne Steinberg Wealth Management is an investment fund managing more than $206 million ran by Geoffrey Smith. There are …

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Lorne Steinberg Wealth Management Inc | AUM 13F

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Lorne Steinberg Wealth Management Inc CRD # 290262: SEC # 801-113179: CIK # 0001851362: AUM: $489.0 MM (2023-03-29) Employees

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$319 Million Lorne Steinberg Wealth Management Inc. Q1 2024 …

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Lorne Steinberg Wealth Management Inc. reported 68 holdings with total value $319 M as of Q1 2024. Top holdings included MSFT, RY, META, BRKB, GOOGL, CM ... Lorne Steinberg …

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Performance - Lorne Steinberg Wealth Management

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Steinberg High Yield Bond Fund* 13.1% 2.5%: 3.1%: 3.9%: 4.2% *inception: May 31, 2010 **inception: Jan 15, 2020 . Disclaimer: The strategy performance returns are historical annual …

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Lorne Steinberg Wealth Management 13F Filings And Top

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Latest statistics and disclosures from Lorne Steinberg Wealth Management's latest quarterly 13F-HR filing: Top 5 stock holdings are RY, MSFT, META, BRK.B, GOOGL, and represent 17.03% …

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FAQs about Lorne Steinberg Wealth Management 13F annual report Coupon?

What is Lorne Steinberg wealth management's top holding?

As of 11th July 2024, Lorne Steinberg Wealth Management’s top holding is 28,272 shares of Microsoft currently worth over $12.6 billion and making up 4.1% of the portfolio value. Relative to the number of outstanding shares of Microsoft, Lorne Steinberg Wealth Management owns more than approximately 0.1% of the company. ...

What happened to Lorne Steinberg wealth management?

Lorne Steinberg Wealth Management closed its position in The Allstate on 18th July 2024. It sold the previously owned 52,655 shares for $7.37 billion. Geoffrey Smith also disclosed a decreased stake in Microsoft by approximately 0.1%. This leaves the value of the investment at $12.6 billion and 28,272 shares. ...

Where is Lorne Steinberg wealth management located?

The Lorne Steinberg Wealth Management office and employees reside in Montreal, Quebec, Canada (federal Level). According to the last 13-F report filed with the SEC, Geoffrey Smith serves as the Chief Compliance Officer at Lorne Steinberg Wealth Management. ...

How diversified is Lorne Steinberg wealth management?

Lorne Steinberg Wealth Management’s portfolio is diversified across 11 sectors. Currently, their heaviest sector is Finance — making up 20.2% of the total portfolio value. The fund focuses on investments in the United States as 38.2% of the portfolio companies are based in the United States. ...

Does Lorne Steinberg own Microsoft?

Relative to the number of outstanding shares of Microsoft, Lorne Steinberg Wealth Management owns more than approximately 0.1% of the company. In addition, the fund holds 61,438 shares of Alphabet Inc worth $11.2 billion, whose value grew 26.2% in the past six months. ...

Which investment funds are similar to Lorne Steinberg wealth management?

The two most similar investment funds to Lorne Steinberg Wealth Management are Key Bridge Compliance and Opal Wealth Advisors. They manage $311 billion and $311 billion respectively. Assets Under Management Buckley Wealth Man… ...