Chartwell Investment Partners, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.91 Billion distributed in 782 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $126M, Apple Inc. with a value of $108M, Nvidia Corp with a value of $92.3M, Amazon Com Inc with a value of $45.4M, and Alphabet Inc. with a value of $43.5M.

Examining the 13F form we can see an increase of $61.3M in the current position value, from $2.85B to 2.91B.

Below you can find more details about Chartwell Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.91 Billion
Technology: $692 Million
Financial Services: $411 Million
Healthcare: $355 Million
Industrials: $284 Million
Consumer Cyclical: $249 Million
Communication Services: $175 Million
Consumer Defensive: $174 Million
Energy: $136 Million
Other: $365 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 782
  • Current Value $2.91 Billion
  • Prior Value $2.85 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 31 stocks
  • Additional Purchases 123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 213 stocks
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