TAURUS ASSET MANAGEMENT, LLC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, TAURUS ASSET MANAGEMENT, LLC opened 0 positions, added to 1, reduced 1, sold out of 1 and left 1 unchanged. The largest increase in value was SPY (+$592,939); the largest decrease was VUG (-$247,085).
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 2024-12-31 483; Shares 2025-03-31 483.
Two Form 13F-HR filings compared (SEC CIK 1317209): 2024-12-31 (filed 2025-02-13) and 2025-03-31 (filed 2025-05-13). 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; share change is the position change.
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