$152 Million is the total value of MORGAN JESS S & CO INC's 41 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CLNN | New | CLENE INC | $203,000 | – | 29,750 | +100.0% | 0.13% | – |
LCTX | New | LINEAGE CELL THERAPEUTICS IN | $38,000 | – | 15,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO QQQ TR | 12 | Q3 2022 | 5.3% |
APPLE INC | 12 | Q3 2022 | 4.6% |
ISHARES TR | 12 | Q3 2022 | 3.6% |
UNITEDHEALTH GROUP INC | 12 | Q3 2022 | 5.0% |
VANGUARD WORLD FDS | 12 | Q3 2022 | 3.7% |
ISHARES TR | 12 | Q3 2022 | 4.7% |
ISHARES TR | 12 | Q3 2022 | 3.7% |
NOVOCURE LTD | 12 | Q3 2022 | 4.4% |
SPDR SER TR | 12 | Q3 2022 | 3.9% |
FIRST TR NASDAQ-100 TECH IND | 12 | Q3 2022 | 3.7% |
View MORGAN JESS S & CO INC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
U S WIRELESS DATA INC | January 29, 2004 | 2,510,600 | 14.2% |
FAMOUS DAVES OF AMERICA INC | July 03, 2003 | 562,640 | 4.9% |
VITAL IMAGES INC | July 03, 2003 | 424,225 | 4.7% |
View MORGAN JESS S & CO INC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-10-21 |
13F-HR | 2022-07-18 |
13F-HR | 2022-05-16 |
13F-HR | 2022-01-27 |
13F-HR | 2021-11-30 |
13F-HR | 2021-11-30 |
13F-HR | 2021-11-30 |
13F-HR | 2021-11-29 |
13F-HR | 2021-11-29 |
13F-HR | 2021-11-29 |
View MORGAN JESS S & CO INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.