JoAnn Conry Portfolio

Invests via HUDSON EDGE INVESTMENT PARTNERS Inc. | Managed by JoAnn Conry

Invests via HUDSON EDGE INVESTMENT PARTNERS Inc.

Managed by JoAnn Conry

Automatically Tracked

Tracking: 0 Updated: Jul 04 at 07:25 PM

JoAnn Conry Profile

JoAnn Conry is a distinguished leader in financial services with a robust background spanning over two decades. Her career reflects deep expertise in corporate finance and strategic consulting, often focusing on value creation through operational excellence. With experience at prominent investment firms, she has played a pivotal role in driving growth initiatives that align with client objectives across diverse sectors. Additionally, her insights into market dynamics have positioned her as a trusted advisor within the industry. JoAnn's unique blend of analytical rigor and practical implementation continues to influence key stakeholders seeking sustainable business solutions.

Investment Philosophy & Strategy

A robust understanding of corporate finance and strategic operations informs JoAnn Conry's investment decisions. With a penchant for identifying opportunities that emphasize operational efficiency, she leverages her extensive experience to guide capital deployment in high-potential markets. Her analytical acumen allows her to dissect complex financial landscapes and pinpoint value creation levers within organizations. Driven by an entrepreneurial mindset, she prioritizes alignment with growth strategies while fostering sustainable outcomes through thoughtful engagement with management teams across sectors.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

-3.2%

Gain 0%

Monthly

-0.03%

Yearly

-0.35%

Drawdown

30.42%

$16.09B

Equity

Holdings

$16.09B

Investment

$16.65B

-$65.52B

Profit -$98,535.26

Realized

-$64.96B

Unrealized

-$558.47M

Dividends

$227.46M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.001%

Profit

-$98,535.26

Win %

73%

This Week

Compared To Last Week

Gain

0.1%

Profit

$16.49M

Win %

73%

This Month

Compared to last month

Gain

0.05%

Profit

$7.58M

Win %

73%

This Year

Compared to last year

Gain

0.45%

Profit

$75.43M

Win %

73%

Gainers
Losers

GPC Genuine Parts Company

+12.92%

+$1.07M

MDT Medtronic plc

+5.04%

+$357,140.91

INFY Infosys Limited

+4.79%

+$2.27M

ACN Accenture plc Class A

+4.74%

+$241,255.53

LMT Lockheed Martin Corporation

+4.62%

+$314,952.14

HCA HCA Healthcare Inc.

+4.39%

+$275,297.16

VSNT Versant Media Group, Inc.

+4.37%

+$14,387.91

ADBE Adobe Inc.

+4.14%

+$236,670.46

JNJ Johnson & Johnson

+3.57%

+$323,514.8

BDX Becton, Dickinson and Company

+3.39%

+$231,779.64

WHD Cactus Inc.

+3.38%

+$30,170.25

MET MetLife Inc.

+3.28%

+$286,188.56

O Realty Income Corporation

+3.27%

+$240,466.86

RYAAY Ryanair Holdings plc American Depositary Receipt

+3.17%

+$1.96M

FISV Fiserv, Inc.

+3.15%

+$190,236.8

AMCR Amcor plc

+3.12%

+$161,221.2

DUK Duke Energy Corporation

+3.04%

+$213,473.27

BMY Bristol-Myers Squibb Company

+2.99%

+$234,705.51

DG Dollar General Corporation

+2.58%

+$193,620.24

AEP American Electric Power Company, Inc.

+2.56%

+$194,008.39

OKE ONEOK, Inc.

+2.45%

+$215,508.3

VVV Valvoline Inc.

+2.44%

+$26,377.65

ALG Alamo Group Inc.

+2.37%

+$16,301.65

SNA Snap-on Inc.

+2.19%

+$198,903.28

PEP PepsiCo, Inc.

+2.17%

+$151,800.48

STAG Stag Industrial Inc.

+2.14%

+$18,615.64

AFL Aflac Inc.

+2.02%

+$155,230.5

HD The Home Depot, Inc.

+2.01%

+$159,774.63

NSA National Storage Affiliates Trust

+1.84%

+$3,503.43

LXP LXP Industrial Trust

+1.83%

+$17,936

EOG EOG Resources, Inc.

+1.7%

+$127,260.9

IOSP Innospec Inc.

+1.63%

+$11,136.07

HR Healthcare Realty Trust Incorporated

+1.58%

+$14,873.92

AHCO AdaptHealth Corp.

+1.51%

+$18,188.64

COP ConocoPhillips

+1.46%

+$98,766.08

KHC The Kraft Heinz Company

+1.44%

+$102,938.04

SPG Simon Property Group, Inc.

+1.37%

+$122,341.78

EFA iShares MSCI EAFE ETF

+1.31%

+$63,714.74

HUBB Hubbell Inc.

+1.28%

+$99,495.78

SJM The J.M. Smucker Company

+1.24%

+$110,280.04

IBM International Business Machines Corporation

+1.14%

+$92,478.59

CACI Caci International Inc.

+1.05%

+$3,969.59

HDB HDFC Bank Limited ADR

+0.86%

+$447,304

EXLS ExlService Holdings Inc.

+0.86%

+$1,360.45

BRC Brady Corporation

+0.82%

+$9,572.25

NUE Nucor Corporation

+0.79%

+$73,322.42

ACWX ISHARES MSCI ACWI EX U.S. ETF

+0.75%

+$8,317.93

ACWI iShares MSCI ACWI ETF

+0.74%

+$5,646.45

RSP Invesco S&P 500 Equal Weight ETF

+0.7%

+$1,729.5

STT State Street Corp

+0.6%

+$61,975.2

STZ Constellation Brands, Inc.

+0.43%

+$29,690.57

CW Curtiss-Wright Corporation

+0.33%

+$782.98

CMCSA Comcast Corp

+0.25%

+$15,240.12

TMHC Taylor Morrison Home Corporation

+0.18%

+$2,262.65

COF Capital One Financial Corporation

+0.15%

+$9,474.58

JPM JPMorgan Chase & Co.

+0.12%

+$11,155

NMIH NMI Holdings Inc.

+0.1%

+$511.49

PFF iShares Preferred and Income Securities ETF

+0.03%

+$174.31

SCHG Schwab U.S. Large-Cap Growth ETF

+0.03%

+$494.66

GTLS Chart Industries Inc.

+0.02%

+$59.41

ABC AmerisourceBergen Corporation

AGM

EVRC Evercel Inc.

UDR

MKSI MKS Instruments Inc.

-11.07%

-$173,453.32

AMAT Applied Materials, Inc.

-7.35%

-$815,896.14

ENS EnerSys

-6.25%

-$74,315.65

LFUS Littelfuse Inc.

-4.98%

-$56,487.87

RRX Regal Rexnord Corporation

-4.76%

-$50,611.49

WCC Wesco International Inc.

-4%

-$42,870.01

CSCO Cisco Systems, Inc.

-3.69%

-$385,123.86

PB Prosperity Bancshares Inc.

-3.37%

-$53,534.78

ROCK Gibraltar Industries Inc.

-3.07%

-$30,150.49

BC Brunswick Corporation

-3.05%

-$35,081.67

ST Sensata Technologies Holding plc

-2.6%

-$32,662.74

BLBD Blue Bird Corporation

-2.31%

-$26,402.37

PRG Prog Holdings Inc.

-2.3%

-$10,803.52

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

-2.27%

-$2.44M

PRGS Progress Software Corporation

-1.89%

-$11,233.2

IBCP Independent Bank Corporation

-1.8%

-$13,846.12

OLLI Ollie's Bargain Outlet Holdings Inc.

-1.72%

-$13,496.6

MGRC McGrath RentCorp

-1.65%

-$15,271.74

OSBC Old Second Bancorp, Inc.

-1.65%

-$12,511.98

DOV Dover Corporation

-1.59%

-$146,402.56

AIA iShares Asia 50 ETF

-1.52%

-$67,778.01

IWF iShares Russell 1000 Growth ETF

-1.51%

-$95,901.45

OMC Omnicom Group Inc.

-1.43%

-$96,222.56

HBAN Huntington Bancshares Incorporated

-1.38%

-$117,629.5

KNX Knight-Swift Transportation Holdings Inc.

-1.32%

-$14,538.06

BDC Belden Inc.

-1.24%

-$11,114.25

WBD Warner Bros. Discovery, Inc.

-1.23%

-$126,019.74

URI United Rentals, Inc.

-1.19%

-$135,506.54

ICLR ICON plc

-1.14%

-$634,817.57

MPC Marathon Petroleum Corporation

-1.03%

-$19,292.98

IEMG iShares Core MSCI Emerging Markets ETF

-0.98%

-$6,912.5

HOMB Home BancShares Inc.

-0.76%

-$11,874.94

IJR iShares Core S&P Small-Cap ETF

-0.72%

-$726.09

SLM SLM Corporation

-0.27%

-$2,681.56

MTB M&T Bank Corporation

-0.22%

-$20,383.48

C Citigroup Inc.

-0.11%

-$12,026.24

CVS CVS Health Corporation

-0.09%

-$9,437.85

Events

Dividends

Dividend Analysis

No Data

Trades 7149	Longs Won 4499/7149 62%	Profit Factor 0.59
Profitability	Shorts Won 0/0 0%	Standard Deviation $410.31M
Average Win $21.23M	Best Trade (Mar 31) $5.88B	Sharpe Ratio -14.63
Average Loss -$61.05M	Worst Trade (Dec 31) -$15.83B	Z-Score -12.55 (100%)
Commissions $0	Avg. Trade Length 2y 2m 2w 1d	Expectancy -$9.16M

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	-	-	-	-	-	-	-	-	-	-
Consecutive Losing Trades	264	237	211	184	158	132	105	79	53	26

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Returns

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Holdings
History

Positions (101)
Options (0)

Option values are updated at end of day.

No Data

Trades (6538)
Options (0)

No Data

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