DOSSIER · 13F-HR · Q4 2024

Fernwood Investment Management, LLC

Fernwood Investment's holding co. based in Stamford, CT — $288M in tracked AUM across 165 positions as of Q4 2024.

Fernwood Investment·Stamford, CT·Holding Co.

CIK 0001570296 · last filed Dec 31, 2024

Total AUM

$288M

▲ 17.5%

vs prior

Holdings

165

—

positions

Whale Score

tracked

Activity

—

no data

changes this Q

Top sector

Tech

10% weight

concentration

AI Analysis · Q4 2024 · Q4 2024

Fernwood Investment Management, LLC filed its latest 13F-HR for Q4 2024. See the latest holdings and position changes below.

Quarter at a glance — Q4 2024

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2024.

#HoldingValueSharesWeight

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