Celani Investment Portfolio
The Tom Celani Student Investment Portfolio is a student-managed fund with a market valuation of $2.4 million in July 2021. The fund is managed by fifteen to twenty students each year that are selected by their peers and the faculty adviser. Students have organized themselves to follow different industry sectors and to manage portfolio risk. Members of the fund make presentations about potential acquisitions and divestments to the group on a weekly basis. Proposals are vigorously debated based on the analyses provided, consideration of risk-adjusted returns, and the overall impact on the portfolio.
Through this experiential learning opportunity, students will trade shares and learn concepts of valuation, value at risk, and portfolio management tools. The students also make presentations to the Celani Fund Advisory Committee, the Dean of the College of Business Administration, CMU Alumni, Employers, and other guests.
| Company | Presented By | Passed | Shares | Share Price | Net Value |
|---|---|---|---|---|---|
| PayPal | Carter Sonnichsen, Owen Hill and Nick Bale | Yes | 577 | ||
| Multiple Companies | Lucas Czopek | $60,589 | |||
| Service Corporation International | Michael Meehan & Ali Husseini | Yes | 728 | $68.23 | $49,671.44 |
| H&R Block | Will Ciske, Josh Ducharme & Josh Kohlhoff | Yes | 2618 | $37.95 | $99,353.10 |
| Wolverine Worldwide Inc. (WWW) | Will Ciske & Owen Hill | Yes | 4,580 | $10.99 | $50,714.14 |
| Devon Energy | Lucas Czopek, Michael Ameling, & Spencer Messina | No | |||
| CVS | Nick Bale & Alex Varady | Yes | 919 | $89.70 | $83,057.72 |
| UnitedHealth Group | Giovanna Ladislau | Yes | 58 | $516.97 | $30,215.34 |
| PepsiCo | Nick Bale, Michael Ameling, & Will Ciske | Yes | 707 | $165.71 | $116,271.79 |
| Penn National Gaming | Nick Bale & Sarah Barnett | ||||
| Activision Blizzard Inc. | Yes | 468 | $148.47 | $70,008.66 | |
| Lousiana Pacific | Peter Thomas & Matteo Luna | No | |||
| Walmart | Avery Beland & Alexander Dixon | Yes | 468 | $148.47 | $70,008.66 |
| FedEx | Adam Klaus & Giovanna Ladislau | Yes | 263 | $235.05 | $62,286.38 |
| UnitedHealth Group | Luke Sova & Kyle Leonard | Yes | 123 | $407.08 | $50,000 |
| Micron | Nicholas Bale & Nick Morabito | Yes | 1,036 | $74.04 | $75,000 |
| Garmin | Ryan McCamant & Lexi Berning | Yes | 352 | $138.55 | $50,000 |
| Ingredion Inc. | No | $50,000 | |||
| Procter & Gamble Co. | Sebastian Schisel | Yes | 581 | $135.45 | $80,000 |
| Pepsi Co. | Evan Roberts & Avery Beland | Yes | 707 | $144.64 | $50,000 |
| Activision Blizzard Inc. | Jacob Chase & Evan Busby | Yes | 811 | $92.40 | $75,000 |
| Jack in the Box | Alexis Berning & Justin Szychulski | No | 456 | $109.72 | $50,000 |
| Penn National Gaming | Andrew Gawryk & Joshua Parker | Yes | 457 | $109.28 | $50,000 |
| NIO Inc. | No | 1,004 | $49.75 | $50,000 | |
| Walt Disney | Yes | 641 | $194.98 | $125,000 | |
| Texas Instruments | Steve Ingersoll & Luke Sova | Yes | 562 | $177.67 | $100,000 |
| Delta Airlines | Yes | 1,592 | $31.42 | $50,000 | |
| Caterpillar | Steve Ingersoll, Camren Barden, & Jacob Chase | Yes | 311 | $151,12 | $50,000 |