Bowling Portfolio Management Llc

Wayner is the majority equity owner of.

Bowling portfolio management llc. Bowling portfolio management llc has disclosed 316 total holdings in their latest sec filings. The firm acquired 3 328 shares of the computer hardware maker s stock valued at approximately 1 801 000. Bowling portfolio management is based out of cincinnati. The fund bought 16 026 shares of the real estate investment trust s stock valued at approximately 222 000.

Bowling portfolio management llc bought a new position in shares of arrow electronics inc. Nyse arw in the 3rd quarter according to its most recent 13f filing with the securities exchange. Nyse mnr in the 3rd quarter according to its most recent disclosure with the sec. Bowling portfolio management llc bought a new stake in monmouth r e.

Bowling has been providing investment management services to investors since 1982. Bowling enjoys a long tenured staff with average employee tenure of over 18 years. We welcome you to our website. Bowling portfolio management is a large advisory firm with 359 clients and discretionary assets under management aum of 643 056 501 form adv from 2020 06 26.

This represents a change in shares of 22 77 percent and a change in value of 10 92 percent during the quarter. A number of other large investors have also modified their holdings of. Bowling portfolio management llc reduced its holdings in merck co inc. Bowling portfolio management llc acquired a new stake in shares of nvidia co.

Nasdaq nvda in the third quarter according to its most recent 13f filing with the securities and exchange commission. Their last reported 13f filing for q2. The fund owned 23 177 shares of the company s. We have been providing investment management services to investors since 1982.

Our investment professionals and support staff work together as a team to deliver exceptional client service and portfolio management. Bowling portfolio management llc had filed a previous 13f hr on july 21 2020 disclosing 46 108 shares of at a value of 10 470 000 usd. Nyse mrk by 62 0 during the 3rd quarter holdings channel reports. Bowling portfolio management llc is an independent registered investment advisor specializing in separately managed u s.

Actual assets under management aum is this value plus cash which is not disclosed. Bowling portfolio management llc is an independent registered investment advisor specializing in separately managed u s.