Investments: Grove Street Fiduciary, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
145.200.410 $-12.078.170 $157.069.530 $+2.793.138 $154.008.726 $+9.044.295 $145.441.147 $+145.441.147 $
BANK OF AMERICA CORP /DE/BAC118.565.579 $-9.921.990 $128.487.569 $+2.703.082 $125.784.487 $+5.465.431 $120.319.056 $+120.319.056 $
MORGAN STANLEYMS14.542.971 $-2.241.900 $16.784.871 $-1.033.204 $17.818.075 $+2.341.052 $15.477.023 $+15.477.023 $
MICROSOFT CORPMSFT1.887.569 $-270.211 $2.157.780 $+85.570 $2.072.210 $+504.957 $1.567.253 $+1.567.253 $
APPFOLIO INCAPPF1.653.996 $+104.827 $1.549.169 $+300.915 $1.248.254 $-106.739 $1.354.993 $+1.354.993 $
JPMORGAN CHASE & COJPM1.505.734 $+31.730 $1.474.004 $+119.255 $1.354.749 $+208.462 $1.146.287 $+1.146.287 $
BERKSHIRE HATHAWAY INCBRK-B904.770 $-162 $904.932 $+14.516 $890.416 $-139.061 $1.029.477 $+1.029.477 $
NVIDIA CORPNVDA1.020.047 $-433 $1.020.480 $+156.373 $864.107 $+271.338 $592.769 $+592.769 $
ALPHA PRO TECH LTDAPT894.949 $+200.081 $694.868 $+190.075 $504.793 $+260.462 $244.331 $+244.331 $
GENERAL ELECTRIC COGE821.233 $+19.258 $801.975 $+115.817 $686.158 $+152.629 $533.529 $+533.529 $
AbbVie Inc.ABBV624.463 $-8.336 $632.799 $+125.500 $507.299 $-68.671 $575.970 $+575.970 $
CURTISS WRIGHT CORPCW510.476 $+7.714 $502.762 $+50.365 $452.397 $+158.605 $293.792 $+293.792 $
EXXON MOBIL CORPXOM422.634 $+26.656 $395.978 $+17.384 $378.594 $-41.705 $420.299 $+420.299 $
3M COMMM331.407 $+10.184 $321.223 $+6.086 $315.137 $+11.137 $304.000 $+304.000 $
AMAZON COM INCAMZN330.073 $+2.694 $327.379 $+269 $327.110 $+43.432 $283.678 $+283.678 $
ZEBRA TECHNOLOGIES CORPZBRA217.810 $-48.743 $266.553 $-10.046 $276.599 $+23.143 $253.456 $+253.456 $
JOHNSON & JOHNSONJNJ257.239 $+26.762 $230.477 $-37.189 $267.666 $+267.666 $
PROCTER & GAMBLE CoPG206.796 $-14.921 $221.717 $-8.182 $229.899 $-19.255 $249.154 $+249.154 $
Aon plcAON202.200 $-3.190 $205.390 $-104 $205.494 $-24.382 $229.876 $+229.876 $
AMGEN INCAMGN219.625 $+10.575 $209.050 $+209.050 $
Saba Capital Income & Opportunities FundBRW80.839 $-8.765 $89.604 $-3.344 $92.948 $+3.460 $89.488 $+89.488 $
145.200.410 $-12.078.170 $157.069.530 $+2.793.138 $154.008.726 $+9.044.295 $145.441.147 $+145.441.147 $
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