MEYER HANDELMAN COMPANY

RYE BROOK, NY Investment Advisor How do I update this listing?

Meyer Handelman Company is based out of Rye Brook. Meyer Handelman Company is a large advisory firm with 327 clients and discretionary assets under management (AUM) of $1,899,186,402 (Form ADV from 2018-08-01). Their last reported 13F filing for Q3 2019 included $1,975,898,000 in managed 13F securities and a top 10 holdings concentration of 29.73%. Meyer Handelman Company's largest holding is Honeywell International Inc. (Allied Chemical and Dye - Allied Signal) with shares held of 509,634. Meyer Handelman Company has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 78 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $1.976 Billion
  • Prior Market Value $1.952 Billion
  • New Purchases4 stocks
  • Additional Purchases27 stocks
  • Sold out of5 stocks
  • Reduced holdings in58 stocks
  • Top 10 Holdings % 29.72 %
  • Turnover % [1]:4.74%
  • Turnover Alt % [2]: 0.80 %
  • Time Held Top20:41.20 quarters
  • Time Held Top10:35.20 quarters
  • Time Held All:45.46 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.22%
Performance Last 4 Quarters: -1.71%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
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  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
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  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
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  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
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  • 2006-09-30 - 13F-HR/A (Subscription required)
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  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
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  • 2001-03-31 - 13F-HR/A (Subscription required)
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This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Citibank Asset Mangement
Malcroft Asset Mangement
Suntrust

View Last Form Adv Compilation Report on Record

MEYER HANDELMAN COMPANY LLC
800 WESTCHESTER AVENUE SUITE S-618
RYE BROOK NY    10573-1373
Country: United States

Business Phone: 914-939-4060
Fax: 914-939-4066
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 19
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 1,912,790,000
Total Number of Clients: 327
Amount of client funds and securities by related persons: 1,912,790,000
Total Number of clients from related persons: 327
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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MEYER HANDELMAN COMPANY LLC

ownership team - last updated 2019-03-20
Name Title Start Date Direct/Indirect % Ownership
HANDELMAN, DONALD, EDWARD MEMBER 07/01/1951 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MEYER HANDELMAN COMPANY MEMBER direct 1951-07-01
MEYER HANDELMAN COMPANY PARTNER direct 1951-07-01 2009-02-23
HANDELMAN, WILLIAM, ROY MEMBER/CHIEF COMPLIANCE OFFICER 10/01/1958 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MEYER HANDELMAN COMPANY MEMBER/CHIEF COMPLIANCE OFFICER direct 1958-10-01
MEYER HANDELMAN COMPANY PARTNER direct 1958-10-01 2004-03-18
MEYER HANDELMAN COMPANY PARTNER/CHIEF COMPLIANCE OFFICER direct 1958-10-01 2009-02-23
HANDELMAN, RICHARD, ALAN MEMBER 01/01/1992 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MEYER HANDELMAN COMPANY MEMBER direct 1992-01-01
MEYER HANDELMAN COMPANY PARTNER direct 1992-01-01 2009-02-23
HANDELMAN, SCOTT MEMBER 01/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MEYER HANDELMAN COMPANY LLC MEMBER direct 2019-01-01

MEYER HANDELMAN COMPANY LLC

ownership team - last updated 2017-03-20
Name Title Start Date Direct/Indirect % Ownership
HANDELMAN, DONALD, EDWARD MEMBER 07/01/1951 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MEYER HANDELMAN COMPANY MEMBER direct 1951-07-01
MEYER HANDELMAN COMPANY PARTNER direct 1951-07-01 2009-02-23
HANDELMAN, JOSEPH, WALTER MEMBER 10/01/1958 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MEYER HANDELMAN COMPANY MEMBER direct 1958-10-01
MEYER HANDELMAN COMPANY PARTNER direct 1958-10-01 2009-02-23
HANDELMAN, WILLIAM, ROY MEMBER/CHIEF COMPLIANCE OFFICER 10/01/1958 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MEYER HANDELMAN COMPANY MEMBER/CHIEF COMPLIANCE OFFICER direct 1958-10-01
MEYER HANDELMAN COMPANY PARTNER direct 1958-10-01 2004-03-18
MEYER HANDELMAN COMPANY PARTNER/CHIEF COMPLIANCE OFFICER direct 1958-10-01 2009-02-23
HANDELMAN, RICHARD, ALAN MEMBER 01/01/1992 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MEYER HANDELMAN COMPANY MEMBER direct 1992-01-01
MEYER HANDELMAN COMPANY PARTNER direct 1992-01-01 2009-02-23

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