Convergence Investment Partners, LLC Reduced Holdings in Q1 2025

Convergence Investment Partners, LLC

  • $350 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-251
- 21.6%
$279.74 - $321.29 $70.2K - $80.6K
911 $284K
TJX
Tjx Companies Inc

Consumer Cyclical
-391
- 17.23%
$112.81 - $126.16 $44.1K - $49.3K
1.88K $228K
KO
Coca Cola CO

Consumer Defensive
-1.25K
- 19.27%
$60.81 - $72.32 $76.2K - $90.6K
5.25K $375K
DE
Deere & CO

Industrials
-116
- 18.74%
$408.57 - $509.27 $47.4K - $59.1K
503 $236K
GE
General Electric CO

Industrials
-346
- 25.29%
$168.59 - $212.13 $58.3K - $73.4K
1.02K $204K
ABT
Abbott Laboratories

Healthcare
-615
- 20.98%
$111.1 - $140.22 $68.3K - $86.2K
2.32K $307K
FISV
Fiserv Inc

Technology
-195
- 17.6%
N/A
913 $114K
COF
Capital One Financial Corp

Financial Services
-183
- 1.7%
$163.87 - $209.82 $30K - $38.4K
10.6K $1.9M
CB
Chubb LTD

Financial Services
-152
- 15.17%
$257.71 - $301.99 $39.2K - $45.9K
850 $256K
AMGN
Amgen Inc

Healthcare
-248
- 19.89%
$258.59 - $327.36 $64.1K - $81.2K
999 $311K
Ge Vernova Inc
-1.32K
- 31.86%
N/A
2.83K $0
Linde PLC
-179
- 21.8%
N/A
642 $0
Arista Networks Inc
-20.8K
- 36.85%
N/A
35.7K $0
Lam Research Corp
-3.46K
- 14.47%
N/A
20.4K $0
CRH.L
Crh PLC

Basic Materials
-1.23K
- 12.87%
N/A
8.3K $0
HCA
Hca Healthcare, Inc.

Healthcare
-108
- 12.8%
$296.7 - $345.55 $32K - $37.3K
736 $254K
KR
Kroger CO

Consumer Defensive
-250
- 5.73%
$58.36 - $67.72 $14.6K - $16.9K
4.11K $278K
CI
Cigna Corp

Healthcare
-126
- 11.14%
$274.49 - $329.0 $34.6K - $41.5K
1.01K $330K
HRB
H&R Block Inc

Consumer Cyclical
-227
- 1.03%
$49.96 - $55.97 $11.3K - $12.7K
21.9K $1.2M
STAG
Stag Industrial, Inc.

Real Estate
-14
- 0.05%
$32.39 - $37.07 $453 - $519
29.7K $1.07M
G
Genpact LTD

Technology
-995
- 5.85%
$42.88 - $55.54 $42.7K - $55.3K
16K $807K
MCK
Mckesson Corp

Healthcare
-288
- 9.89%
$566.21 - $672.99 $163K - $194K
2.63K $1.77M
CAH
Cardinal Health Inc

Healthcare
-3.67K
- 11.09%
$118.02 - $137.77 $434K - $506K
29.5K $4.06M
VZ
Verizon Communications Inc

Communication Services
-1.34K
- 3.54%
$37.81 - $46.49 $50.7K - $62.4K
36.6K $1.66M
CVS
Cvs Health Corp

Healthcare
-641
- 7.59%
$44.22 - $68.64 $28.3K - $44K
7.81K $529K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-6.17K
- 17.79%
$47.74 - $65.16 $295K - $402K
28.5K $1.82M
ABBV
Abb Vie Inc.

Healthcare
-3.88K
- 12.43%
$169.2 - $216.66 $657K - $841K
27.4K $5.73M
XOM
Exxon Mobil Corp

Energy
-1.57K
- 4.82%
$105.44 - $118.93 $165K - $186K
31K $3.68M
BK
Bank Of New York Mellon Corp

Financial Services
-323
- 0.88%
$75.42 - $88.95 $24.4K - $28.7K
36.4K $3.05M
MO
Altria Group, Inc.

Consumer Defensive
-7.16K
- 7.52%
$50.81 - $60.02 $364K - $430K
88.1K $5.29M
Activity Summary
Buys All Purchases 104 New Holdings 64 Increased Positions 40 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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