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

View all past filings