Rothschild Investment LLC Purchases in Q4 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SMR
Nuscale Power Corp

Industrials
190
+ 131.03%
$11.69 - $30.21 $2.22K - $5.74K
335 $6.01M
AIT
Applied Industrial Technologies Inc

Industrials
16
+ 53.33%
$220.05 - $280.49 $3.52K - $4.49K
46 $11M
PPG
Ppg Industries Inc

Basic Materials
46
+ 50.0%
$119.09 - $131.37 $5.48K - $6.04K
138 $16.5M
EUFN
Ishares Msci Europe Financials

ETFs
181
New
$23.06 - $24.69 $4.17K - $4.47K
181 $4.22M
ARGX
Argenx Se

Healthcare
3
+ 9.68%
$520.52 - $638.33 $1.56K - $1.91K
34 $20.9M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
9
+ 3.06%
$180.39 - $205.43 $1.62K - $1.85K
303 $57.4M
PSO
Pearson PLC

Communication Services
14
+ 0.94%
$13.3 - $16.28 $186 - $228
1.5K $24.1M
LEU
Centrus Energy Corp

Energy
55
+ 275.0%
$55.8 - $109.53 $3.07K - $6.02K
75 $5M
HQY
Healthequity, Inc.

Healthcare
30
+ 42.86%
$78.18 - $104.65 $2.35K - $3.14K
100 $9.6M
INCY
Incyte Corp

Healthcare
40
+ 10.81%
$65.08 - $83.38 $2.6K - $3.34K
410 $28.3M
Core Natural Resources Inc Com Shs
35
New
N/A
35 $3.73M
ICL
Icl Group Ltd.

Basic Materials
551
+ 39.58%
$3.92 - $5.13 $2.16K - $2.83K
1.94K $9.62M
AME
Ametek Inc

Industrials
15
+ 14.15%
$165.89 - $197.38 $2.49K - $2.96K
121 $21.8M
CBZ
Cbiz, Inc.

Industrials
40
+ 200.0%
$63.78 - $83.43 $2.55K - $3.34K
60 $4.91M
ANSS
Ansys Inc

Technology
7
+ 11.11%
$313.05 - $361.45 $2.19K - $2.53K
70 $23.6M
SWKS
Skyworks Solutions, Inc.

Technology
45
+ 97.83%
$83.18 - $99.15 $3.74K - $4.46K
91 $8.07M
DKNG
Draft Kings Inc.

Consumer Cyclical
152
+ 14.05%
$35.32 - $44.84 $5.37K - $6.82K
1.23K $45.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
724
+ 244.59%
$22.01 - $66.82 $15.9K - $48.4K
1.02K $23.2M
VRSK
Verisk Analytics, Inc.

Industrials
8
+ 5.1%
$262.86 - $294.75 $2.1K - $2.36K
165 $45.4M
WST
West Pharmaceutical Services Inc

Healthcare
6
+ 12.0%
$285.69 - $344.0 $1.71K - $2.06K
56 $18.3M
AEIS
Advanced Energy Industries Inc

Industrials
25
+ 62.5%
$101.71 - $122.72 $2.54K - $3.07K
65 $7.52M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
2.44K
+ 100.0%
$27.45 - $55.56 $67K - $136K
4.88K $138M
CTSH
Cognizant Technology Solutions Corp

Technology
44
+ 7.14%
$74.37 - $82.32 $3.27K - $3.62K
660 $50.8M
E
Eni Spa

Energy
181
+ 30.57%
$26.32 - $31.82 $4.76K - $5.76K
773 $21.1M
MSCI
Msci Inc.

Financial Services
3
+ 3.75%
$569.09 - $635.99 $1.71K - $1.91K
83 $49.8M
JBT
John Bean Technologies Corp

Industrials
10
+ 15.38%
$94.76 - $131.66 $948 - $1.32K
75 $9.53M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
55
+ 550.0%
$46.91 - $67.33 $2.58K - $3.7K
65 $3.64M
L
Loews Corp

Financial Services
27
+ 19.57%
$76.49 - $87.05 $2.07K - $2.35K
165 $14M
RL
Ralph Lauren Corp

Consumer Cyclical
6
+ 13.33%
$192.23 - $233.41 $1.15K - $1.4K
51 $11.8M
Six Flags Entertainment Corp Com
57
+ 150.0%
N/A
95 $4.58M
ZD
Ziff Davis, Inc.

Communication Services
5
+ 1.03%
$43.77 - $59.99 $219 - $300
492 $26.7M
PCG
Pg&E Corp

Utilities
105
+ 5.56%
$19.2 - $21.63 $2.02K - $2.27K
2K $40.3M
Revelyst Inc Com Shs
150
New
N/A
150 $2.89M
URBN
Urban Outfitters Inc

Consumer Cyclical
45
+ 180.0%
$34.96 - $55.81 $1.57K - $2.51K
70 $3.84M
JOBY
Joby Aviation, Inc.

Industrials
20
+ 2.29%
$4.8 - $9.16 $96 - $183
895 $7.28M
BE
Bloom Energy Corp

Industrials
15
+ 6.98%
$9.04 - $27.45 $136 - $412
230 $5.11M
PDCO
Patterson Companies, Inc.

Healthcare
80
+ 200.0%
$19.57 - $31.4 $1.57K - $2.51K
120 $3.7M
BECN
Beacon Roofing Supply Inc

Industrials
20
+ 40.0%
$84.82 - $113.77 $1.7K - $2.28K
70 $7.11M
BWXT
Bwx Technologies, Inc.

Industrials
25
New
$111.39 - $133.28 $2.78K - $3.33K
25 $2.79M
AAOI
Applied Optoelectronics, Inc.

Technology
35
+ 53.85%
$13.68 - $44.03 $479 - $1.54K
100 $3.69M
HI
Hillenbrand, Inc.

Industrials
85
+ 188.89%
$25.38 - $34.77 $2.16K - $2.96K
130 $4M
GPI
Group 1 Automotive Inc

Consumer Cyclical
5
+ 33.33%
$344.56 - $435.0 $1.72K - $2.18K
20 $8.43M
HAE
Haemonetics Corp

Healthcare
35
+ 140.0%
$71.16 - $93.38 $2.49K - $3.27K
60 $4.69M
Outfront Media Inc Com New
150
New
N/A
150 $2.66M
WPP
Wpp PLC

Communication Services
44
+ 2.65%
$49.35 - $56.55 $2.17K - $2.49K
1.71K $87.6M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
3
+ 17.65%
$202.45 - $354.85 $607 - $1.06K
20 $6.17M
SMTC
Semtech Corp

Technology
20
+ 25.0%
$40.58 - $69.1 $812 - $1.38K
100 $6.19M
ONB
Old National Bancorp

Financial Services
75
+ 25.86%
$17.94 - $23.23 $1.35K - $1.74K
365 $7.92M
CHD
Church & Dwight CO Inc

Consumer Defensive
24
+ 8.14%
$99.11 - $112.25 $2.38K - $2.69K
319 $33.4M
Activity Summary
Buys All Purchases 1499 New Holdings 211 Increased Positions 1288 Sells All Sells 759 Reductions 756 Sold out 3 Options Calls 0 Puts 0
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