Anchor Capital Advisors LLC Reduced Holdings in Q1 2025

Anchor Capital Advisors LLC

  • $3.05 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
-610K
- 78.6%
$110.11 - $110.51 $67.2M - $67.5M
166K $18.4M
IWS
Ishares Russell Midcap Value E

ETFs
-368K
- 73.92%
$122.59 - $135.24 $45.2M - $49.8M
130K $16.4M
ES
Eversource Energy

Utilities
-693K
- 97.66%
$55.63 - $63.8 $38.5M - $44.2M
16.6K $1.03M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-95.2K
- 97.98%
$243.0 - $367.0 $23.1M - $35M
1.96K $477K
EA
Electronic Arts Inc.

Communication Services
-211K
- 96.41%
$116.53 - $146.29 $24.6M - $30.9M
7.87K $1.14M
TT
Trane Technologies PLC

Industrials
-63K
- 48.1%
$332.0 - $400.86 $20.9M - $25.3M
68K $22.9M
FAF
First American Financial Corp

Financial Services
-401K
- 95.53%
$57.7 - $66.47 $23.1M - $26.6M
18.7K $1.23M
CHRD
Oasis Petroleum Inc.

Energy
-212K
- 91.38%
$101.34 - $127.78 $21.5M - $27.1M
20K $2.25M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-167K
- 85.35%
$102.72 - $143.06 $17.1M - $23.8M
28.6K $2.99M
FLR
Fluor Corp

Industrials
-45.1K
- 4.37%
$34.29 - $55.28 $1.55M - $2.49M
986K $35.3M
FANG
Diamondback Energy, Inc.

Energy
-75.3K
- 19.91%
$139.9 - $180.18 $10.5M - $13.6M
303K $48.5M
FIS
Fidelity National Information Services, Inc.

Technology
-107K
- 19.08%
$68.12 - $83.42 $7.3M - $8.94M
455K $34M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-20.1K
- 5.36%
$168.84 - $202.89 $3.39M - $4.07M
354K $62.3M
CRM
Salesforce, Inc.

Technology
-20.5K
- 40.89%
$268.36 - $359.95 $5.5M - $7.38M
29.6K $7.96M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-147K
- 79.17%
$56.12 - $68.15 $8.22M - $9.99M
38.6K $2.62M
SUI
Sun Communities Inc

Real Estate
-81.6K
- 19.83%
$120.53 - $136.43 $9.83M - $11.1M
330K $42.4M
SNX
Td Synnex Corp

Technology
-21.3K
- 5.42%
$103.96 - $144.69 $2.22M - $3.09M
372K $38.7M
UNH
Unitedhealth Group Inc

Healthcare
-12.7K
- 31.89%
$461.52 - $548.18 $5.88M - $6.98M
27.2K $14.3M
BWXT
Bwx Technologies, Inc.

Industrials
-13.6K
- 3.95%
$96.59 - $128.46 $1.31M - $1.74M
329K $32.5M
LAMR
Lamar Advertising CO

Real Estate
-16.1K
- 3.87%
$110.65 - $132.9 $1.78M - $2.14M
400K $45.5M
IT
Gartner Inc

Technology
-901
- 1.29%
$418.25 - $548.38 $377K - $494K
68.7K $28.8M
SSNC
Ss&C Technologies Holdings Inc

Technology
-106K
- 19.65%
$74.75 - $89.13 $7.93M - $9.46M
434K $36.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
-24.4K
- 57.91%
$182.82 - $196.21 $4.47M - $4.79M
17.8K $3.34M
ADI
Analog Devices Inc

Technology
-6.32K
- 2.17%
$201.56 - $243.82 $1.27M - $1.54M
285K $57.5M
MSFT
Microsoft Corp

Technology
-2.72K
- 3.82%
$375.39 - $447.2 $1.02M - $1.22M
68.4K $25.7M
AOS
Smith A O Corp

Industrials
-42.1K
- 7.81%
$65.16 - $72.69 $2.75M - $3.06M
498K $32.5M
MTB
M&T Bank Corp

Financial Services
-5.37K
- 1.54%
$170.47 - $201.98 $915K - $1.08M
344K $61.5M
APO
Apollo Global Management, Inc.

Financial Services
-4.87K
- 4.94%
$126.01 - $172.06 $614K - $838K
93.7K $12.8M
GS
Goldman Sachs Group Inc

Financial Services
-2.92K
- 7.52%
$524.81 - $672.19 $1.53M - $1.96M
35.8K $19.6M
DEO
Diageo PLC

Consumer Defensive
-1.91K
- 2.08%
$104.79 - $126.12 $200K - $241K
89.7K $9.4M
AXP
American Express CO

Financial Services
-2.26K
- 4.62%
$255.39 - $325.87 $578K - $737K
46.8K $12.6M
WMT
Walmart Inc.

Consumer Defensive
-11.6K
- 5.09%
$84.5 - $105.05 $983K - $1.22M
217K $19M
VOE
Vanguard Mid Cap Value Index F

ETFs
-9.22K
- 84.37%
$156.61 - $168.02 $1.44M - $1.55M
1.71K $274K
LOW
Lowes Companies Inc

Consumer Cyclical
-2.3K
- 3.5%
$222.66 - $268.42 $511K - $616K
63.2K $14.8M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-11.1K
- 74.83%
$117.4 - $131.02 $1.3M - $1.45M
3.73K $446K
LMT
Lockheed Martin Corp

Industrials
-683
- 2.58%
$423.19 - $506.29 $289K - $346K
25.8K $11.5M
AAPL
Apple Inc.

Technology
-1.59K
- 4.93%
$209.68 - $247.1 $334K - $393K
30.7K $6.82M
ETN
Eaton Corp PLC

Industrials
-346
- 1.79%
$271.83 - $371.23 $94.1K - $128K
19K $5.17M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.03K
- 3.4%
$497.6 - $606.74 $512K - $624K
29.2K $14.5M
PH
Parker Hannifin Corp

Industrials
-874
- 5.19%
$591.65 - $707.05 $517K - $618K
16K $9.7M
VNT
Vontier Corp

Technology
-24.8K
- 65.6%
$32.1 - $40.32 $797K - $1M
13K $427K
PJT
Pjt Partners Inc.

Financial Services
-4.49K
- 27.75%
$135.97 - $177.59 $611K - $797K
11.7K $1.61M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1.33K
- 58.56%
$314.47 - $431.35 $418K - $574K
941 $344K
CTRN
Citi Trends Inc

Consumer Cyclical
-18.4K
- 38.71%
$19.72 - $28.88 $362K - $530K
29.1K $643K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-8.69K
- 9.3%
$77.7 - $78.94 $675K - $686K
84.8K $6.69M
JILL
J.Jill, Inc.

Consumer Cyclical
-7.58K
- 14.0%
$17.79 - $28.19 $135K - $214K
46.5K $908K
SKYW
Skywest Inc

Industrials
-3.64K
- 18.67%
$81.46 - $120.92 $296K - $440K
15.8K $1.38M
IWM
Ishares Russell 2000 ETF

ETFs
-798
- 4.96%
$198.1 - $229.79 $158K - $183K
15.3K $3.05M
JPM
Jpmorgan Chase & CO

Financial Services
-5.74K
- 3.55%
$225.19 - $279.95 $1.29M - $1.61M
156K $38.3M
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 0 Puts 0
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