HK

Hall Kathryn A.

13F
Hall Kathryn A.
Last update 2024-08-12 49 Stocks (1 new)
Value $433.00 Mil Turnover 4 %
Countries:
Top Holdings: VOO(26.17%)LEVI(9.63%)SPY(8.75%)CMCSA(3.12%)RSP(2.61%)
Portfolio Report
Summary Stock Picks Current Portfolio
Hall Kathryn A. Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
226,358
113208.430
+8.40%
26.170
+2.03%
-
+11.55%
+21.36%
493529.541
 
GAP 		Gap Inc
3,389,284
80970.000
0%
18.720
0%
0.900
+3.94%
+6.75%
8173.603
Retail - Cyclical
LEVI 		Levi Strauss & Co
2,160,395
41652.420
0%
9.630
0%
0.540
+0.33%
+4.89%
6696.760
Manufacturing - Apparel & Accessories
SPY 		S&P 500 ETF TRUST ETF
69,577
37865.200
-1.31%
8.750
-0.11%
-
+11.47%
+21.33%
596470.496
 
CMCSA 		Comcast Corp
344,276
13481.850
0%
3.120
0%
0.010
+9.44%
-0.02%
162857.543
Telecommunication Services
RSP 		Invesco S&P 500 Equal Weight ETF
68,632
11274.870
+36.16%
2.610
+0.69%
-
+9.73%
+13.23%
66718.951
 
HEFA 		iShares Currency Hedged MSCI EAFE ETF
304,506
10827.930
0%
2.500
0%
-
+8.63%
+11.49%
5371.827
 
IWB 		iShares Russell 1000 ETF
35,305
10504.650
0%
2.430
0%
-
+11.78%
+20.74%
37918.756
 
T 		AT&T Inc
541,379
10345.750
0%
2.390
0%
0.010
+18.10%
+39.53%
158215.126
Telecommunication Services
EFA 		iShares MSCI EAFE ETF
104,630
8195.670
0%
1.890
0%
-
+6.52%
+6.48%
55935.522
 

Hall Kathryn A.'s Historical Top Holdings Breakdowns

Hall Kathryn A.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+2.03%
●
455.1 ($481.2) 504.28
$530.10
10.16%
Add 8.4%
226,358
17,534
STU:3O40 		Liberty Global Ltd2024-06-30New Buy
+1.00%
●
14.8 (€16) 17
€19.00
18.75%
New holding
243,513
243,513
FRA:3O40 		Liberty Global Ltd2024-06-30Sold Out
-0.99%
●
14.8 (€15.85) 16.7
€19.00
19.87%
Sold Out
0
-243,513
RSP 		Invesco S&P 500 Equal Weight ETF2024-06-30Add
+0.69%
●
159.21 ($164.49) 168.37
$178.67
8.62%
Add 36.16%
68,632
18,227
SPY 		S&P 500 ETF TRUST ETF2024-06-30Reduce
-0.11%
●
495.16 ($523.39) 548.49
$576.65
10.18%
Reduce -1.31%
69,577
-920
NU 		Nu Holdings Ltd2024-06-30Sold Out
-0.08%
●
10.48 ($11.64) 12.92
$14.67
26.03%
Sold Out
0
-30,893
RKLB 		Rocket Lab USA Inc2024-06-30Sold Out
-0.02%
●
3.53 ($4.17) 5.01
$11.81
183.21%
Sold Out
0
-20,055
CUROQ 		CURO Group Holdings Corp2024-06-30Sold Out
-0.01%
●
0.03 ($0.07) 0.1
$0.04
-41.43%
Sold Out
0
-339,559
GROV 		Grove Collaborative Holdings Inc2024-06-30Sold Out
-0.01%
●
1.44 ($1.6) 1.77
$1.31
-18.13%
Sold Out
0
-26,951
VSGX 		Vanguard ESG International Stock ETF2024-06-30Add
0%
●
54.72 ($57.16) 58.75
$59.83
4.67%
Add 0.04%
49,824
22

Hall Kathryn A. Total Holding History ($B)

To

Hall Kathryn A.'s Asset Allocation

To

Hall Kathryn A. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Hall Kathryn A.'s Hypothetical Growth since 2024-06-30

Hall Kathryn A.'s Yearly Returns

Year Portfolio % % Excess Gain %

Hall Kathryn A.'s Holdings Heat Map

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Hall Kathryn A.'s Holdings Bubble Chart

Hall Kathryn A. News

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