Shotwell Rutter Baer
Latest statistics and disclosures from Shotwell Rutter Baer's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVLV, AVUV, AVEM, DISV, DFIV, and represent 79.09% of Shotwell Rutter Baer's stock portfolio.
- Added to shares of these 8 stocks: ITW, AVEM, DISV, DFGR, DFIV, SUSB, ESGE, IBM.
- Started 1 new stock position in ITW.
- Reduced shares in these 10 stocks: VTI (-$17M), VEA (-$7.4M), , , , VTIP, , SUB, , DMXF.
- Sold out of its positions in SUB, BGRN, DMXF, USXF, NULV, NUSC, MUNI, PG, HYMB, SPLG. VCEB, VEA, VTIP, VCSH, VGIT, VCIT, VTI.
- Shotwell Rutter Baer was a net seller of stock by $-59M.
- Shotwell Rutter Baer has $49M in assets under management (AUM), dropping by -52.95%.
- Central Index Key (CIK): 0002008310
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Shotwell Rutter Baer holds 18 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Shotwell Rutter Baer
SEC 13F filings are viewable for Shotwell Rutter Baer going back to 2023
- Shotwell Rutter Baer 2024 Q1 filed April 10, 2024
- Shotwell Rutter Baer 2023 Q4 filed Jan. 18, 2024