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Name: |
Williamson Legacy Group LLC |
City: |
CARMEL |
State: |
IN |
Zip: |
46032 |
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Holdings
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
AEO |
American Eagle Outfitters Inc |
35 |
New |
$20.70 |
$1,104,000 |
42,814 |
0.86% |
1,104,000 |
42,814 |
0.022 |
Apparel Stores |
|
MDT |
Medtronic Plc |
60 |
New |
$80.41 |
$703,000 |
8,072 |
0.54% |
703,000 |
8,072 |
0.001 |
Medical Appliances & ... |
|
AIT |
Applied Industrial Technolo... |
63 |
New |
$191.56 |
$644,000 |
3,259 |
0.5% |
644,000 |
3,259 |
0.008 |
Industrial Equipment ... |
|
JPM |
JP Morgan Chase & Co |
64 |
New |
$198.07 |
$616,000 |
3,074 |
0.48% |
616,000 |
3,074 |
0 |
Domestic Money Center... |
|
DOX |
Amdocs Limited |
67 |
New |
$78.29 |
$540,000 |
5,975 |
0.42% |
540,000 |
5,975 |
0.004 |
Business Software & S... |
|
CPA |
Copa Holdings SA |
70 |
New |
$93.38 |
$444,000 |
4,263 |
0.34% |
444,000 |
4,263 |
0.013 |
Regional Airlines |
|
UAL |
United Continental Holding |
75 |
New |
$50.67 |
$353,000 |
7,370 |
0.27% |
353,000 |
7,370 |
0.003 |
Major Airlines |
|
WEX |
Wex Inc |
79 |
New |
$174.96 |
$211,000 |
889 |
0.16% |
211,000 |
889 |
0.002 |
Information & Deliver... |
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