Neumann Capital Management, LLC Historic Quarter Change: USA Other Stocks, Reduced

Neumann Capital Management, LLC historic quarter change: USA Other Stocks, Reduced

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 17 quarters from 2014-12-31 to 2026-06-30, Neumann Capital Management, LLC opened 2 positions, added to 9, reduced 14 and sold out of 9.

Q3 2016: Stock EXPRESS SCRIPTS HLDG CO; Country of operation —; Class COM; Shares before 19,045.
Q3 2016: Stock GENERAL ELECTRIC CO; Country of operation United States; Class COM; Shares before 137,211.
Q3 2016: Stock SCRIPPS NETWORKS INTERACT IN; Country of operation —; Class CL A COM; Shares before 37,980.
Q2 2016: Stock SCRIPPS NETWORKS INTERACT IN; Country of operation —; Class CL A COM; Shares before 38,380.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1631930), 17 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-08); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-02); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-10); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-02); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-02); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-06); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q3 2016	EXPRESS SCRIPTS HLDG CO CUSIP 30219G108		COM	19,045	15,715	-3,330	$1,444,000	$1,108,000	-$336,000	2016-11-02
Q3 2016	GENERAL ELECTRIC CO CUSIP 369604103	United States	COM	137,211	136,000	-1,211	$4,319,000	$4,028,000	-$291,000	2016-11-02
Q3 2016	SCRIPPS NETWORKS INTERACT IN CUSIP 811065101		CL A COM	37,980	37,945	-35	$2,365,000	$2,409,000	+$44,000	2016-11-02
Q2 2016	SCRIPPS NETWORKS INTERACT IN CUSIP 811065101		CL A COM	38,380	37,980	-400	$2,514,000	$2,365,000	-$149,000	2016-08-10
Q2 2016	E TRADE FINANCIAL CORP CUSIP 269246401		COM NEW	29,500	28,500	-1,000	$723,000	$670,000	-$53,000	2016-08-10
Q2 2016	EXPRESS SCRIPTS HLDG CO CUSIP 30219G108		COM	20,960	19,045	-1,915	$1,440,000	$1,444,000	+$4,000	2016-08-10
Q4 2015	SCRIPPS NETWORKS INTERACT IN CUSIP 811065101		CL A COM	40,580	37,130	-3,450	$1,996,000	$2,050,000	+$54,000	2016-02-02
Q4 2015	E TRADE FINANCIAL CORP CUSIP 269246401		COM NEW	34,500	29,500	-5,000	$908,000	$874,000	-$34,000	2016-02-02
Q3 2015	APACHE CORP CUSIP 037411105		COM	17,780	12,480	-5,300	$1,025,000	$489,000	-$536,000	2015-11-10
Q2 2015	GOOGLE INC CUSIP 38259P706		CL C	1,774	1,197	-577	$972,000	$623,000	-$349,000	2015-08-06
Q2 2015	GENERAL ELECTRIC CO CUSIP 369604103	United States	COM	135,775	135,475	-300	$3,369,000	$3,600,000	+$231,000	2015-08-06
Q2 2015	APACHE CORP CUSIP 037411105		COM	18,130	17,780	-350	$1,094,000	$1,025,000	-$69,000	2015-08-06
Q2 2015	E TRADE FINANCIAL CORP CUSIP 269246401		COM NEW	34,612	34,500	-112	$988,000	$1,033,000	+$45,000	2015-08-06
Q1 2015	GENERAL ELECTRIC CO CUSIP 369604103	United States	COM	136,875	135,775	-1,100	$3,459,000	$3,369,000	-$90,000	2015-04-30

Similar Firms

Firm Name	Country	13F Value	Holdings
MIO Partners, Inc.	United States	$0.340B	6
Sophron Capital Management L.P.	United States	$0.339B	41
Myriad Asset Management Advisors LLC	United States	$0.339B	47
Bell Asset Management Ltd	Australia	$0.340B	61
Verger Capital Management LLC	United States	$0.339B	13
Whitefort Capital Management, LP	United States	$0.339B	20
BRILLIANCE ASSET MANAGEMENT LTD	Hong Kong	$0.339B	16
First International Bank of Israel Ltd.	Israel	$0.340B	59
SWEENEY & MICHEL, LLC	United States	$0.340B	145
Kidder Stephen W	United States	$0.340B	327