Managers / Q2 2022
Freedman Financial Associates, Inc.
CIK 0001846308 · 41 CROSS STREET, SUITE 2, PEABODY, MA, 01960 · 978-531-8108
Reported Value
$0
Q2 2022
Positions
1
Filings on Record
7
2019–present window
Filed
Aug 12, 2022
original filing
Summary
Compared with Q1 2022, the fund opened 25 new positions and exited 488.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
vs Q1 2022 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| KEYKEYCORP COM | NEW | +0 | 0 | +$0 | $0 |
| HBANHUNTINGTON BANCSHARES INC COM | NEW | +0 | 0 | +$0 | $0 |
| AEPAMERICAN ELEC PWR CO INC COM | NEW | +0 | 0 | +$0 | $0 |
| EQIXEQUINIX INC COM | NEW | +0 | 0 | +$0 | $0 |
| LHXL3HARRIS TECHNOLOGIES INC COM | NEW | +0 | 0 | +$0 | $0 |
| MKCMCCORMICK & CO INC COM NON VTG | NEW | +0 | 0 | +$0 | $0 |
| ESSESSEX PPTY TR INC COM | NEW | +0 | 0 | +$0 | $0 |
| DDOMINION ENERGY INC COM | NEW | +0 | 0 | +$0 | $0 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q2 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2022 | $0 | 1 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $145M | 512 | Apr 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $146M | 478 | Jan 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $137M | 498 | Oct 8, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $133M | 545 | Jul 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $121M | 487 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $111M | 487 | Feb 17, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.