Covestor LTD Incresed Positions in Q1 2025

Covestor LTD

  • $150 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Seaport Entertainment Group
553
+ 57.97%
N/A
1.51K $32K
SPG
Simon Property Group Inc

Real Estate
45
+ 27.11%
$159.48 - $187.78 $7.18K - $8.45K
211 $35K
SOUN
Soundhound Ai, Inc.

Technology
839
+ 3226.92%
$8.12 - $20.62 $6.81K - $17.3K
865 $7K
AEE
Ameren Corp

Utilities
30
+ 14.29%
$86.87 - $103.67 $2.61K - $3.11K
240 $24K
AON
Aon PLC

Financial Services
3
+ 2.94%
$348.44 - $409.32 $1.05K - $1.23K
105 $42K
BWA
Borgwarner Inc

Consumer Cyclical
527
+ 18.15%
$27.78 - $32.9 $14.6K - $17.3K
3.43K $98K
CPRI
Capri Holdings LTD

Consumer Cyclical
284
+ 150.26%
$19.02 - $25.84 $5.4K - $7.34K
473 $9K
CB
Chubb LTD

Financial Services
4
+ 2.9%
$257.71 - $301.99 $1.03K - $1.21K
142 $43K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
3
+ 18.75%
$1227.6 - $1458.46 $3.68K - $4.38K
19 $26K
CL
Colgate Palmolive CO

Consumer Defensive
34
+ 7.89%
$85.68 - $97.5 $2.91K - $3.32K
465 $44K
FIVN
Five9, Inc.

Technology
528
+ 70.49%
$27.15 - $42.82 $14.3K - $22.6K
1.28K $35K
GL
Globe Life Inc.

Financial Services
1
+ 0.51%
$111.2 - $131.72 $111 - $132
197 $26K
HIG
Hartford Financial Services Group, Inc.

Financial Services
4
+ 1.33%
$106.31 - $123.73 $425 - $495
305 $38K
KMB
Kimberly Clark Corp

Consumer Defensive
9
+ 3.49%
$124.46 - $147.4 $1.12K - $1.33K
267 $38K
LIVN
Liva Nova PLC

Healthcare
259
+ 34.95%
$37.02 - $50.73 $9.59K - $13.1K
1K $39K
MGEE
Mge Energy Inc

Utilities
63
+ 55.75%
$85.7 - $94.18 $5.4K - $5.93K
176 $16K
NRG
Nrg Energy, Inc.

Utilities
32
+ 11.23%
$84.82 - $113.33 $2.71K - $3.63K
317 $31K
Pacs Group Inc
447
+ 134.64%
N/A
779 $9K
PEG
Public Service Enterprise Group Inc

Utilities
68
+ 21.45%
$78.2 - $90.39 $5.32K - $6.15K
385 $32K
QRVO
Qorvo, Inc.

Technology
68
+ 29.44%
$69.12 - $90.57 $4.7K - $6.16K
299 $22K
ROP
Roper Technologies Inc

Industrials
1
+ 1.61%
$502.71 - $593.81 $503 - $594
63 $37K
STT
State Street Corp

Financial Services
106
+ 22.8%
$84.47 - $102.23 $8.95K - $10.8K
571 $51K
ELY
Callaway Golf CO

Consumer Cyclical
2.5K
+ 26.91%
N/A
11.8K $78K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
54
+ 65.85%
$77.7 - $78.94 $4.2K - $4.26K
136 $11K
VRSK
Verisk Analytics, Inc.

Industrials
10
+ 12.35%
$268.63 - $301.33 $2.69K - $3.01K
91 $27K
WPC
W. P. Carey Inc.

Real Estate
3
+ 0.71%
$53.5 - $65.05 $161 - $195
424 $27K
AIR
Aar Corp

Industrials
78
+ 3900.0%
$55.99 - $72.21 $4.37K - $5.63K
80 $4K
AWK
American Water Works Company, Inc.

Utilities
2
+ 1.47%
$121.01 - $149.31 $242 - $299
138 $21K
AXSM
Axsome Therapeutics, Inc.

Healthcare
1
+ 0.79%
$80.05 - $137.75 $80.1 - $138
128 $15K
BNL
Broadstone Net Lease, Inc.

Real Estate
29
+ 1.04%
$15.2 - $17.25 $441 - $500
2.83K $48K
CPT
Camden Property Trust

Real Estate
2
+ 0.32%
$109.16 - $125.53 $218 - $251
623 $76K
STZ
Constellation Brands, Inc.

Consumer Defensive
35
+ 47.3%
$161.05 - $222.93 $5.64K - $7.8K
109 $20K
XLP
Consumer Staples Sector Spdr

ETFs
46
+ 63.01%
N/A
119 $10K
CSGP
Costar Group, Inc.

Real Estate
29
+ 11.79%
$69.29 - $80.37 $2.01K - $2.33K
275 $22K
DRI
Darden Restaurants Inc

Consumer Cyclical
4
+ 3.13%
$180.02 - $208.56 $720 - $834
132 $28K
DOW
Dow Inc.

Basic Materials
417
+ 21.24%
$34.36 - $41.92 $14.3K - $17.5K
2.38K $83K
EQH
Equitable Holdings, Inc.

Financial Services
51
+ 11.62%
$47.64 - $55.68 $2.43K - $2.84K
490 $25K
FCF
First Commonwealth Financial Corp

Financial Services
245
+ 207.63%
$15.37 - $17.13 $3.77K - $4.2K
363 $6K
FE
Firstenergy Corp

Utilities
83
+ 13.32%
$37.95 - $43.5 $3.15K - $3.61K
706 $29K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
220
+ 143.79%
$23.34 - $30.17 $5.13K - $6.64K
373 $9K
GH
Guardant Health, Inc.

Healthcare
1
+ 0.3%
$31.77 - $49.94 $31.8 - $49.9
330 $14K
NTLA
Intellia Therapeutics, Inc.

Healthcare
701
+ 188.95%
$7.11 - $12.8 $4.98K - $8.97K
1.07K $8K
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 32.26%
$554.06 - $615.85 $5.54K - $6.16K
41 $23K
LNTH
Lantheus Holdings, Inc.

Healthcare
3
+ 0.93%
$78.23 - $110.01 $235 - $330
324 $32K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
2
+ 0.44%
$22.39 - $33.23 $44.8 - $66.5
454 $14K
MPW
Medical Properties Trust Inc

Real Estate
4
+ 0.23%
$3.83 - $6.21 $15.3 - $24.8
1.75K $11K
MIDD
Middleby Corp

Industrials
1
+ 0.48%
$133.93 - $172.89 $134 - $173
209 $32K
NYT
New York Times CO

Communication Services
208
+ 7.88%
$46.9 - $55.89 $9.76K - $11.6K
2.85K $141K
SON
Sonoco Products CO

Consumer Cyclical
200
+ 5.68%
$44.71 - $49.22 $8.94K - $9.84K
3.72K $176K
Activity Summary
Buys All Purchases 1331 New Holdings 92 Increased Positions 1239 Sells All Sells 1023 Reductions 1017 Sold out 6 Options Calls 9 Puts 6
Track This Portfolio

Track Covestor LTD Portfolio

Follow Covestor LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Covestor LTD, based on Form 13F filings with the SEC.

News

Stay updated on Covestor LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email