1248 Management, LLC Purchases and Sells in Q1 2025

1248 Management, LLC

$144 Million
Q1 2025

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UPS	4.38K + 240.65%	$109.66 - $136.26 $480K - $596K	6.19K $681K
ALB	5.62K + 174.33%	$69.95 - $97.49 $393K - $548K	8.85K $637K
AVGO	3.23K + 213.55%	$167.43 - $244.7 $541K - $791K	4.74K $794K
MCHP	4.44K + 50.89%	$48.41 - $64.3 $215K - $286K	13.2K $637K
ORCL	17.7K + 352.12%	$139.81 - $186.47 $2.47M - $3.29M	22.7K $3.17M
PNC	4.68K + 92.13%	$168.84 - $202.89 $791K - $950K	9.77K $1.72M

New Holdings

107 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BKR	21.6K New	$41.16 - $48.85 $888K - $1.05M	21.6K $947K
GLD	2.44K New	$243.19 - $288.14 $593K - $702K	2.44K $702K
SPGI	1.27K New	$478.26 - $543.77 $606K - $689K	1.27K $643K
PLNT	6.32K New	$90.12 - $109.07 $570K - $690K	6.32K $610K
KR	7.07K New	$58.36 - $67.72 $412K - $479K	7.07K $478K
SNY	7.05K New	$48.15 - $59.42 $340K - $419K	7.05K $391K

Top Sells

Reduced Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-24.3K - 27.47%	$190.26 - $242.06 $4.62M - $5.88M	64.1K $12.2M
GOOGL	-24K - 25.01%	$154.33 - $206.19 $3.7M - $4.94M	71.9K $11.1M
MSFT	-8.14K - 24.61%	$375.39 - $447.2 $3.06M - $3.64M	24.9K $9.36M
JPM	-10.7K - 24.4%	$225.19 - $279.95 $2.41M - $3M	33.2K $8.13M
SPY	-4.26K - 25.0%	$551.42 - $612.93 $2.35M - $2.61M	12.8K $7.15M
AAPL	-9.56K - 24.63%	$209.68 - $247.1 $2M - $2.36M	29.3K $6.5M

Activity Summary All Purchases 116 New Holdings 107 Increased Positions 9 All Sells 63 Reductions 63 Sold out 0 Calls 0 Puts 0

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