Roosevelt Investment Group
Latest statistics and disclosures from Roosevelt Investment Group's latest quarterly 13F-HR filing:
- Reduced shares in these 10 stocks: , MSFT (-$46M), AAPL (-$42M), AMZN (-$36M), , ODFL (-$23M), BRK.B (-$23M), GOOGL (-$23M), , JNJ (-$22M).
- Sold out of its positions in ABT, ABBV, BABA, Y, GOOG, GOOGL, AMZN, AXP, ABCB, AMGN.
- Roosevelt Investment Group was a net seller of stock by $-873M.
- Roosevelt Investment Group has $1.0B in assets under management (AUM), growing by 15.96%.
Portfolio Holdings for Roosevelt Investment Group
Companies in the Roosevelt Investment Group portfolio as of the June 2020 quarterly 13F filing
Sorry, no holdings found in Roosevelt Investment Group 13F-HR filing.
Past Filings by Roosevelt Investment Group
SEC 13F filings are viewable for Roosevelt Investment Group going back to 2010
- Roosevelt Investment Group 2020 Q1 filed May 13, 2020
- Roosevelt Investment Group 2019 Q4 filed Feb. 12, 2020
- Roosevelt Investment Group 2019 Q3 filed Nov. 12, 2019
- Roosevelt Investment Group 2019 Q2 filed Aug. 8, 2019
- Roosevelt Investment Group 2019 Q1 filed May 9, 2019
- Roosevelt Investment Group 2018 Q4 filed Feb. 5, 2019
- Roosevelt Investment Group 2018 Q3 filed Nov. 9, 2018
- Roosevelt Investment Group 2018 Q2 filed Aug. 10, 2018
- Roosevelt Investment Group 2018 Q1 filed May 8, 2018
- Roosevelt Investment Group 2017 Q4 filed Feb. 8, 2018
- Roosevelt Investment Group 2017 Q3 filed Nov. 8, 2017
- Roosevelt Investment Group 2017 Q2 filed Aug. 10, 2017
- Roosevelt Investment 2017 Q1 filed May 12, 2017
- Roosevelt Investment 2016 Q4 filed Feb. 7, 2017
- Roosevelt Investment 2016 Q3 filed Nov. 14, 2016
- Roosevelt Investment 2016 Q2 filed Aug. 16, 2016