Convergence Investment Partners, LLC Reduced Holdings in Q4 2024

Convergence Investment Partners, LLC

  • $431 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-11
- 0.94%
$288.47 - $316.54 $3.17K - $3.48K
1.16K $336K
PM
Philip Morris International Inc.

Consumer Defensive
-82
- 0.96%
$118.38 - $133.06 $9.71K - $10.9K
8.44K $1.02M
SPGI
S&P Global Inc.

Financial Services
-7
- 1.27%
$480.36 - $529.17 $3.36K - $3.7K
543 $270K
CB
Chubb LTD

Financial Services
-7
- 0.69%
$271.57 - $301.89 $1.9K - $2.11K
1K $276K
AAPL
Apple Inc.

Technology
-2.66K
- 7.04%
$221.69 - $259.02 $590K - $689K
35.1K $8.79M
FISV
Fiserv Inc

Technology
-11
- 0.98%
N/A
1.11K $138K
ACN
Accenture PLC

Technology
-1
- 0.09%
$343.9 - $376.86 $344 - $377
1.1K $388K
ETN
Eaton Corp PLC

Industrials
-6
- 0.65%
$326.96 - $377.52 $1.96K - $2.27K
919 $304K
PH
Parker Hannifin Corp

Industrials
-3
- 0.75%
$621.74 - $709.46 $1.87K - $2.13K
396 $251K
Linde PLC
-8
- 0.97%
N/A
821 $0
MSI
Motorola Solutions, Inc.

Technology
-7
- 1.55%
$449.08 - $504.6 $3.14K - $3.53K
444 $205K
FDX
Fedex Corp

Industrials
-6
- 0.81%
$260.5 - $305.15 $1.56K - $1.83K
736 $207K
TRV
Travelers Companies, Inc.

Financial Services
-9
- 0.98%
$225.97 - $266.66 $2.03K - $2.4K
906 $218K
USB
Us Bancorp \De\

Financial Services
-105
- 2.04%
$43.98 - $53.66 $4.62K - $5.63K
5.05K $241K
TJX
Tjx Companies Inc

Consumer Cyclical
-14
- 0.61%
$112.15 - $127.2 $1.57K - $1.78K
2.27K $274K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-12
- 0.9%
$473.11 - $555.48 $5.68K - $6.67K
1.32K $664K
ISRG
Intuitive Surgical Inc

Healthcare
-6
- 1.38%
$471.27 - $550.62 $2.83K - $3.3K
428 $223K
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 0.69%
$873.59 - $994.69 $5.24K - $5.97K
858 $786K
AXP
American Express CO

Financial Services
-9
- 0.66%
$267.35 - $305.57 $2.41K - $2.75K
1.36K $402K
GS
Goldman Sachs Group Inc

Financial Services
-11
- 1.28%
$486.1 - $608.57 $5.35K - $6.69K
848 $485K
CRM
Salesforce, Inc.

Technology
-11
- 0.68%
$270.87 - $367.87 $2.98K - $4.05K
1.61K $538K
HON
Honeywell International Inc

Industrials
-65
- 1.09%
$202.84 - $236.0 $13.2K - $15.3K
5.92K $1.34M
CMI
Cummins Inc

Industrials
-12
- 0.28%
$324.93 - $383.42 $3.9K - $4.6K
4.32K $1.51M
V
Visa Inc.

Financial Services
-1
- 0.04%
$273.87 - $320.91 $274 - $321
2.67K $844K
STT
State Street Corp

Financial Services
-180
- 1.11%
$85.96 - $100.78 $15.5K - $18.1K
16K $1.57M
IP
International Paper CO

Consumer Cyclical
-219
- 0.66%
$46.64 - $59.57 $10.2K - $13K
33.1K $1.78M
BK
Bank Of New York Mellon Corp

Financial Services
-249
- 0.67%
$70.82 - $81.87 $17.6K - $20.4K
36.7K $2.82M
C
Citigroup Inc

Financial Services
-206
- 0.89%
$61.31 - $72.5 $12.6K - $14.9K
22.9K $1.61M
GDDY
Go Daddy Inc.

Technology
-2.12K
- 14.01%
$153.16 - $209.03 $324K - $443K
13K $2.56M
CSCO
Cisco Systems, Inc.

Technology
-747
- 1.7%
$52.45 - $60.02 $39.2K - $44.8K
43.1K $2.55M
COF
Capital One Financial Corp

Financial Services
-159
- 1.45%
$145.19 - $192.01 $23.1K - $30.5K
10.8K $1.92M
CVNA
Carvana Co.

Consumer Cyclical
-717
- 4.02%
$175.8 - $260.8 $126K - $187K
17.1K $3.48M
AVGO
Broadcom Inc.

Technology
-5.8K
- 11.46%
$159.67 - $250.0 $926K - $1.45M
44.8K $10.4M
APP
App Lovin Corp

Technology
-6.25K
- 31.48%
$130.67 - $401.5 $816K - $2.51M
13.6K $4.4M
Activity Summary
Buys All Purchases 162 New Holdings 58 Increased Positions 104 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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