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Lester Murray Antman dba SimplyRich

CIK
1725888
City
CARLSBAD
State / Country
CA

Top Portfolio Positions

196 positions · $284,171,326 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in SUZ

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Shares Held

Position Value (USD)

7 quarters on record
Report Date Value (USD) Shares
2026-03-31 $222,011 22,179
2025-12-31 $202,911 21,725
2025-09-30 $204,497 21,755
2025-06-30 $204,714 21,755
2025-03-31 $324,629 34,944
2024-12-31 $325,469 32,161
2024-09-30 $289,510 28,951