Birch Hill Investment Advisors LLC Purchases in Q4 2024

Birch Hill Investment Advisors LLC

  • $2.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EW
Edwards Lifesciences Corp

Healthcare
351K
+ 90.34%
$64.54 - $75.92 $22.6M - $26.6M
739K $54.7M
PRTC
Pure Tech Health PLC

Healthcare
302K
New
$18.46 - $23.39 $5.57M - $7.06M
302K $5.57M
HAYW
Hayward Holdings, Inc.

Industrials
305K
+ 784.56%
$14.5 - $16.6 $4.42M - $5.06M
344K $5.26M
RSP
Invesco S&P 500 Equal Weight E

ETFs
16.8K
New
$174.22 - $187.62 $2.93M - $3.15M
16.8K $2.94M
WTS
Watts Water Technologies Inc

Industrials
12K
+ 7.65%
$190.59 - $221.46 $2.28M - $2.65M
168K $34.2M
V
Visa Inc.

Financial Services
3.24K
+ 58.19%
$273.87 - $320.91 $886K - $1.04M
8.79K $2.78M
CHWY
Chewy, Inc.

Consumer Cyclical
35.1K
New
$26.51 - $35.87 $929K - $1.26M
35.1K $1.17M
UBER
Uber Technologies, Inc

Technology
31.8K
+ 57.04%
$59.93 - $86.34 $1.9M - $2.74M
87.4K $5.27M
BC
Brunswick Corp

Consumer Cyclical
17.8K
+ 372.93%
$64.5 - $85.95 $1.15M - $1.53M
22.6K $1.46M
ABNB
Airbnb, Inc.

Consumer Cyclical
6.46K
New
$125.36 - $147.37 $810K - $952K
6.46K $848K
TSLA
Tesla, Inc.

Consumer Cyclical
879
+ 60.45%
$213.65 - $479.86 $188K - $422K
2.33K $942K
ADI
Analog Devices Inc

Technology
3.8K
+ 21.25%
$206.35 - $236.48 $783K - $897K
21.7K $4.6M
HON
Honeywell International Inc

Industrials
1.79K
+ 161.44%
$202.84 - $236.0 $363K - $423K
2.9K $655K
ROP
Roper Technologies Inc

Industrials
975
+ 27.93%
$519.85 - $575.95 $507K - $562K
4.47K $2.32M
APP
App Lovin Corp

Technology
1.13K
New
$130.67 - $401.5 $147K - $452K
1.13K $364K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.68K
+ 5.2%
$61.68 - $67.87 $350K - $385K
115K $7.15M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.69K
+ 7.14%
$104.59 - $118.05 $281K - $317K
40.4K $4.38M
SITE
Site One Landscape Supply, Inc.

Industrials
2.47K
New
$131.3 - $156.31 $324K - $386K
2.47K $325K
PLTR
Palantir Technologies Inc.

Technology
3.91K
New
$36.46 - $82.38 $143K - $322K
3.91K $295K
KMX
Carmax Inc

Consumer Cyclical
2.06K
+ 7.75%
$71.11 - $87.2 $146K - $180K
28.6K $2.34M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.26K
+ 2.42%
$113.92 - $127.38 $713K - $797K
264K $30.5M
ADBE
Adobe Inc.

Technology
7.53K
+ 17.85%
$437.39 - $552.96 $3.29M - $4.16M
49.7K $22.1M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
332
+ 3.72%
$229.83 - $258.46 $76.3K - $85.8K
9.26K $2.29M
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.67K
New
$54.89 - $64.32 $201K - $236K
3.67K $221K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.15K
New
$155.96 - $188.66 $179K - $217K
1.15K $214K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 1.4%
$4100.99 - $5300.34 $12.3K - $15.9K
218 $1.08M
META
Meta Platforms, Inc.

Communication Services
202
+ 18.36%
$554.08 - $632.68 $112K - $128K
1.3K $767K
WMT
Walmart Inc.

Consumer Defensive
298
+ 3.18%
$79.1 - $95.7 $23.6K - $28.5K
9.67K $873K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.32K
+ 32.83%
$41.09 - $45.94 $95.4K - $107K
9.39K $394K
UNH
Unitedhealth Group Inc

Healthcare
292
+ 33.6%
$485.52 - $625.25 $142K - $183K
1.16K $587K
WFC
Wells Fargo & Company

Financial Services
53
+ 1.04%
$54.98 - $77.35 $2.91K - $4.1K
5.13K $360K
SYK
Stryker Corp

Healthcare
181
+ 29.48%
$345.14 - $392.15 $62.5K - $71K
795 $286K
FDS
Factset Research Systems Inc

Financial Services
86
+ 8.5%
$449.69 - $495.72 $38.7K - $42.6K
1.1K $527K
IEFA
Ishares Tr

ETFs
1.27K
+ 28.98%
$70.06 - $77.43 $89.2K - $98.6K
5.67K $398K
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 0.62%
$567.81 - $607.81 $10.2K - $10.9K
2.9K $1.7M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
8.43K
+ 8.77%
$54.29 - $59.49 $457K - $501K
104K $5.74M
BMY
Bristol Myers Squibb CO

Healthcare
26
+ 0.33%
$51.92 - $59.94 $1.35K - $1.56K
8.01K $452K
DE
Deere & CO

Industrials
2
+ 0.06%
$389.45 - $466.0 $779 - $932
3.52K $1.49M
XLE
Energy Sector Spdr

ETFs
835
+ 3.35%
$83.32 - $97.27 $69.6K - $81.2K
25.8K $2.21M
WM
Waste Management Inc

Industrials
220
+ 3.74%
$201.79 - $228.46 $44.4K - $50.3K
6.1K $1.23M
APD
Air Products & Chemicals, Inc.

Basic Materials
465
+ 2.82%
$285.5 - $335.62 $133K - $156K
16.9K $4.91M
IWM
Ishares Russell 2000 ETF

ETFs
35
+ 0.25%
$216.13 - $242.4 $7.56K - $8.48K
13.8K $3.06M
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.15%
$49.06 - $57.74 $392 - $462
5.41K $282K
NSC
Norfolk Southern Corp

Industrials
100
+ 6.96%
$230.6 - $277.0 $23.1K - $27.7K
1.54K $360K
PM
Philip Morris International Inc.

Consumer Defensive
71
+ 1.31%
$118.38 - $133.06 $8.4K - $9.45K
5.47K $658K
Labcorp Holdings Inc
320
+ 0.23%
N/A
141K $0
Kenvue Inc
7.8K
+ 4.41%
N/A
184K $0
Grayscale Bitcoin Mini Tr Et
27.5K
New
N/A
27.5K $0
Linde PLC
44
+ 0.87%
N/A
5.13K $0
Activity Summary
Buys All Purchases 73 New Holdings 10 Increased Positions 63 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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