CL

COHEN LAWRENCE B

13F
COHEN LAWRENCE B
Last update 2024-02-10 6 Stocks (1 new)
Value $2.00 Mil Turnover 13 %
Countries:
COHEN LAWRENCE B Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
1,570
590.4
-95.65%
28.720
-7.36%
0.000
+29.95%
+19.80%
3,738,718.2
Software
AAPL
Apple Inc
1,885
362.9
-97.61%
17.660
-8.90%
0.000
+3.15%
-16.49%
3,115,912.0
Hardware
AMZN
Amazon.com Inc
2,265
344.1
-95.22%
16.740
-3.88%
0.000
+23.92%
+2.87%
2,396,004.6
Retail - Cyclical
GOOGL
Alphabet Inc
1,910
266.8
-88.05%
12.980
-1.24%
0.000
+14.28%
-3.86%
2,210,009.2
Interactive Media
AVLV
Avantis U.S. Large Cap Value ETF
4,465
257.9
New Holding
12.550
+12.55%
0.020
+14.00%
+4.06%
7,754.0
 
SPY
S&P 500 ETF TRUST ETF
491
233.4
-91.50%
11.350
-1.53%
0.000
+16.24%
+7.25%
640,450.3
 
EFA
iShares MSCI EAFE ETF
0
0
Sold Out
0.000
-1.62%
0.000
+11.44%
+17.64%
64,151.4
 
ACIU
AC Immune SA
0
0
Sold Out
0.000
-0.02%
0.000
+36.84%
-22.96%
209.2
Biotechnology
ALNY
Alnylam Pharmaceuticals Inc
0
0
Sold Out
0.000
-0.22%
0.000
+31.56%
+34.18%
41,170.1
Biotechnology
CMCSA
Comcast Corp
0
0
Sold Out
0.000
-1.50%
0.000
+5.32%
-2.48%
133,069.2
Telecommunication Services

COHEN LAWRENCE B's Historical Top Holdings Breakdowns

COHEN LAWRENCE B's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVLV
Avantis U.S. Large Cap Value ETF
2023-12-31
New Buy
New Buy
+12.55%
49.96 ($53.78) 58.08
$69.48
29.19%
New holding
4,465
4,465
AAPL
Apple Inc
2023-12-31
Reduce
Reduce
-8.90%
166.89 ($184.64) 198.11
$208.62
12.99%
Reduce -97.61%
1,885
-76,896
MSFT
Microsoft Corp
2023-12-31
Reduce
Reduce
-7.36%
313.39 ($355.93) 382.7
$503.02
41.33%
Reduce -95.65%
1,570
-34,491
AMZN
Amazon.com Inc
2023-12-31
Reduce
Reduce
-3.88%
119.57 ($140.18) 154.07
$225.69
61.00%
Reduce -95.22%
2,265
-45,080
GOOG
Alphabet Inc
2023-12-31
Sold Out
Sold Out
-3.80%
123.4 ($135.69) 142.82
$182.81
34.73%
Sold Out
0
-42,683
MA
Mastercard Inc
2023-12-31
Sold Out
Sold Out
-2.60%
364.08 ($401.73) 426.51
$553.02
37.66%
Sold Out
0
-9,705
VMW Unlock Delisted
VMware Inc
2023-12-31
Sold Out
Sold Out
-2.45%
142.2 ($155.85) 178.88
$142.48
-8.58%
Sold Out
0
-21,783
TJX
TJX Companies Inc
2023-12-31
Sold Out
Sold Out
-2.43%
87.19 ($89.71) 93.81
$123.56
37.73%
Sold Out
0
-40,410
NVDA
NVIDIA Corp
2023-12-31
Sold Out
Sold Out
-2.41%
40.33 ($46.34) 50.41
$164.07
254.06%
Sold Out
0
-8,184
CRM
Salesforce Inc
2023-12-31
Sold Out
Sold Out
-2.30%
196.25 ($226.32) 267.25
$259.68
14.74%
Sold Out
0
-16,777

COHEN LAWRENCE B Total Holding History ($B)

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COHEN LAWRENCE B's Asset Allocation

To

COHEN LAWRENCE B Past Portfolios

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

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COHEN LAWRENCE B's Hypothetical Growth since 2023-12-31

COHEN LAWRENCE B's Yearly Returns

Year Portfolio % % Excess Gain %

COHEN LAWRENCE B's Holdings Heat Map

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COHEN LAWRENCE B's Holdings Bubble Chart

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