Covestor LTD Incresed Positions in Q1 2025

Covestor LTD

  • $150 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HY
Hyster Yale Materials Handling, Inc.

Industrials
183
+ 36.6%
$41.54 - $54.76 $7.6K - $10K
683 $28K
IDT
Idt Corp

Communication Services
27
+ 11.39%
$45.68 - $52.65 $1.23K - $1.42K
264 $13K
INSM
Insmed Inc

Healthcare
1
+ 0.61%
$65.25 - $83.83 $65.3 - $83.8
164 $13K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
32
+ 6.91%
$45.92 - $47.58 $1.47K - $1.52K
495 $24K
LQD
Ishares Iboxx $ Investment Gra

ETFs
8
+ 0.83%
$105.1 - $109.61 $841 - $877
969 $105K
EWG
Ishares Msci Germany ETF

ETFs
49
+ 76.56%
$31.57 - $39.31 $1.55K - $1.93K
113 $4K
EWJ
Ishares Msci Japan ETF

ETFs
15
+ 8.2%
$65.24 - $71.7 $979 - $1.08K
198 $14K
EWL
Ishares Inc Msci Switzerlnd

ETFs
27
+ 337.5%
$45.85 - $53.59 $1.24K - $1.45K
35 $2K
Kenvue Inc
5
+ 0.54%
N/A
930 $22K
KEYS
Keysight Technologies, Inc.

Technology
18
+ 14.4%
$148.16 - $185.11 $2.67K - $3.33K
143 $22K
MFA
Mfa Financial, Inc.

Real Estate
197
+ 165.55%
$9.53 - $11.0 $1.88K - $2.17K
316 $3K
MSTR
Microstrategy Inc

Technology
6
+ 5.56%
$239.27 - $396.5 $1.44K - $2.38K
114 $33K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
171
+ 417.07%
$14.9 - $16.57 $2.55K - $2.83K
212 $3K
NVR
Nvr Inc

Consumer Cyclical
1
+ 20.0%
$7062.02 - $8382.63 $7.06K - $8.38K
6 $43K
OHI
Omega Healthcare Investors Inc

Real Estate
43
+ 3.53%
$35.7 - $38.33 $1.54K - $1.65K
1.26K $48K
OPEN
Opendoor Technologies Inc.

Real Estate
3.71K
+ 115.02%
$1.02 - $1.72 $3.78K - $6.37K
6.93K $7K
PBFS
Pioneer Bancorp, Inc.

Financial Services
166
+ 614.81%
$10.84 - $12.04 $1.8K - $2K
193 $2K
PCYO
Pure Cycle Corp

Utilities
203
+ 495.12%
$10.47 - $12.57 $2.13K - $2.55K
244 $3K
SBAC
Sba Communications Corp

Real Estate
2
+ 3.33%
$192.76 - $224.91 $386 - $450
62 $14K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
5
+ 1.74%
$54.94 - $69.15 $275 - $346
293 $18K
SPTN
Spartan Nash CO

Consumer Defensive
27
+ 4.72%
$17.43 - $20.97 $471 - $566
599 $12K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
37
+ 6.28%
$25.21 - $26.38 $933 - $976
626 $17K
SR
Spire Inc

Utilities
5
+ 3.07%
$65.62 - $78.25 $328 - $391
168 $13K
TH
Target Hospitality Corp.

Industrials
2.14K
+ 56.06%
$5.05 - $10.86 $10.8K - $23.2K
5.96K $39K
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
38
+ 1266.67%
$41.29 - $56.94 $1.57K - $2.16K
41 $2K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
27
+ 52.94%
$73.78 - $76.59 $1.99K - $2.07K
78 $6K
W
Wayfair Inc.

Consumer Cyclical
122
+ 87.77%
$30.07 - $50.1 $3.67K - $6.11K
261 $8K
WTW
Willis Towers Watson PLC

Financial Services
1
+ 1.67%
$306.61 - $340.78 $307 - $341
61 $21K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
52
+ 34.44%
N/A
203 $9K
Wisdomtree Us Quality Growth
83
+ 37.56%
N/A
304 $13K
Wk Kellogg CO
27
+ 4.44%
N/A
635 $13K
GWW
W.W. Grainger, Inc.

Industrials
7
+ 7.29%
$953.54 - $1132.42 $6.67K - $7.93K
103 $103K
EWY
Ishares Inc Msci South Korea E

ETFs
10
+ 142.86%
$51.16 - $58.46 $512 - $585
17 $1K
SRCE
1 St Source Corp

Financial Services
5
+ 166.67%
$54.91 - $67.65 $275 - $338
8 $1K
MITT
Ag Mortgage Investment Trust, Inc.

Real Estate
50
+ 16.23%
$6.16 - $7.85 $308 - $393
358 $3K
ALLY
Ally Financial Inc.

Financial Services
12
+ 0.43%
$32.99 - $40.09 $396 - $481
2.82K $102K
COLD
Americold Realty Trust

Real Estate
17
+ 2.6%
$20.74 - $23.05 $353 - $392
672 $15K
AME
Ametek Inc

Industrials
15
+ 11.03%
$170.39 - $190.43 $2.56K - $2.86K
151 $26K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
27
+ 43.55%
$7.72 - $9.01 $208 - $243
89 $1K
ARCB
Arcbest Corp

Industrials
40
+ 43.96%
$70.58 - $101.93 $2.82K - $4.08K
131 $9K
Ardent Health Partners Inc
47
+ 261.11%
N/A
65 $1K
ASC
Ardmore Shipping Corp

Industrials
127
+ 117.59%
$9.06 - $13.6 $1.15K - $1.73K
235 $2K
AVY
Avery Dennison Corp

Industrials
11
+ 10.89%
$174.58 - $195.91 $1.92K - $2.16K
112 $20K
RNA
Avidity Biosciences, Inc.

Healthcare
3
+ 1.18%
$27.05 - $35.11 $81.2 - $105
257 $8K
OZK
Bank Ozk

Financial Services
41
+ 9.23%
$41.71 - $53.1 $1.71K - $2.18K
485 $21K
Brightspring Health Services
72
+ 75.79%
N/A
167 $3K
CVNA
Carvana Co.

Consumer Cyclical
2
+ 2.13%
$166.52 - $285.33 $333 - $571
96 $20K
CEE
Central & Eastern Europe Fund, Inc.

Financial Services
1
+ 2.5%
$11.16 - $15.57 $11.2 - $15.6
41 $1K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
4.86K
+ 102.86%
$0.6 - $1.22 $2.91K - $5.93K
9.58K $6K
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
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