Kennedy Investment Group Purchases and Sells in Q1 2025

Kennedy Investment Group

$215 Billion
Q1 2025

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	47.4K + 89.16%	$37.84 - $42.29 $1.79M - $2M	101K $3.86B
USMV	9.35K + 10.75%	$87.68 - $94.52 $820K - $884K	96.4K $9.03B
VICTORY PORTFOLIOS II	21.4K + 107.39%	N/A	41.3K $1.41B
LLY	283 + 11.1%	$725.72 - $929.72 $205K - $263K	2.83K $2.34B
SPY	530 + 118.3%	$551.42 - $612.93 $292K - $325K	978 $547M
COST	241 + 13.17%	$890.62 - $1076.86 $215K - $260K	2.07K $1.96B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK INC	600 New	N/A	600 $568M
NOW	696 New	$783.83 - $1170.39 $546K - $815K	696 $554M
C	4.01K New	$67.23 - $84.63 $270K - $340K	4.01K $285M
VIG	1.44K New	N/A	1.44K $279M
ABT	1.7K New	$111.1 - $140.22 $189K - $238K	1.7K $226M
PPL	5.78K New	$31.68 - $36.11 $183K - $209K	5.78K $209M

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	-1.09K - 5.18%	$156.06 - $207.71 $170K - $227K	20K $3.12B
URI	-133 - 2.11%	$594.17 - $789.56 $79K - $105K	6.17K $3.87B
NVG	-49.3K - 15.95%	$12.18 - $12.91 $600K - $636K	260K $3.21B
DEO	-1.69K - 9.82%	$104.79 - $126.12 $177K - $213K	15.5K $1.62B
VGM	-39.1K - 14.58%	$9.88 - $10.25 $386K - $401K	229K $2.28B
ADBE	-619 - 21.08%	$377.84 - $464.11 $234K - $287K	2.32K $889M

Activity Summary All Purchases 67 New Holdings 9 Increased Positions 58 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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