Diversified Trust CO Incresed Positions in Q1 2025

Diversified Trust CO

  • $3.23 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SE
Sea LTD

Consumer Cyclical
2.19K
+ 10.77%
$104.87 - $146.31 $230K - $320K
22.5K $2.94M
MTG
Mgic Investment Corp

Financial Services
29.8K
+ 93.82%
$22.56 - $25.71 $671K - $765K
61.5K $1.52M
HPQ
Hp Inc

Technology
28.6K
+ 432.41%
$27.69 - $34.72 $791K - $992K
35.2K $973K
DASH
Door Dash, Inc.

Communication Services
3.16K
+ 26.91%
$168.37 - $213.38 $532K - $675K
14.9K $2.73M
EBAY
Ebay Inc

Consumer Cyclical
2.96K
+ 3.16%
$61.61 - $70.93 $183K - $210K
96.6K $6.54M
INFY
Infosys LTD

Technology
44.7K
+ 204.87%
$18.06 - $22.89 $808K - $1.02M
66.6K $1.21M
GILD
Gilead Sciences, Inc.

Healthcare
383
+ 1.11%
$89.14 - $117.41 $34.1K - $45K
34.8K $3.9M
SPXC
Spx Corp

Industrials
6.6K
+ 83.87%
$128.78 - $154.37 $850K - $1.02M
14.5K $1.86M
CMCSA
Comcast Corp

Communication Services
23.1K
+ 10.33%
$33.19 - $38.23 $767K - $883K
247K $9.1M
CAT
Caterpillar Inc

Industrials
2.92K
+ 38.22%
$326.75 - $407.63 $952K - $1.19M
10.5K $3.48M
MNDY
Monday.Com Ltd.

Technology
2.75K
+ 86.19%
$213.0 - $327.92 $586K - $903K
5.95K $1.45M
JPM
Jpmorgan Chase & CO

Financial Services
1K
+ 1.34%
$225.19 - $279.95 $225K - $280K
75.6K $18.6M
JLL
Jones Lang Lasalle Inc

Real Estate
2.6K
+ 116.25%
$238.0 - $284.76 $620K - $742K
4.84K $1.2M
FAST
Fastenal CO

Industrials
7.74K
+ 239.3%
$71.11 - $79.98 $550K - $619K
11K $850K
NSC
Norfolk Southern Corp

Industrials
2.49K
+ 74.28%
$227.69 - $259.76 $567K - $647K
5.84K $1.38M
IAU
Ishares Gold Trust

ETFs
9.1K
+ 148.73%
$49.74 - $58.96 $453K - $537K
15.2K $897K
GD
General Dynamics Corp

Industrials
2.1K
+ 94.6%
$241.94 - $272.58 $508K - $573K
4.32K $1.18M
VEA
Vanguard Ftse Developed Market

ETFs
7.38K
+ 10.59%
$47.4 - $52.99 $350K - $391K
77K $3.92M
WING
Wingstop Inc.

Consumer Cyclical
2.97K
+ 198.07%
$207.0 - $311.93 $615K - $927K
4.47K $1.01M
XLE
Energy Sector Spdr

ETFs
5.85K
+ 209.37%
$85.7 - $93.96 $502K - $550K
8.65K $808K
PODD
Insulet Corp

Healthcare
2.14K
+ 144.07%
$237.06 - $288.29 $507K - $616K
3.62K $951K
DUK
Duke Energy Corp

Utilities
3.61K
+ 46.18%
$105.87 - $121.97 $382K - $440K
11.4K $1.39M
FFIN
First Financial Bankshares Inc

Financial Services
15K
+ 51.47%
$34.78 - $38.52 $522K - $578K
44.1K $1.59M
PHR
Phreesia, Inc.

Healthcare
20.3K
+ 83.18%
$21.97 - $30.01 $445K - $608K
44.6K $1.14M
PG
Procter & Gamble CO

Consumer Defensive
690
+ 0.49%
$158.56 - $176.26 $109K - $122K
142K $24.3M
GRMN
Garmin LTD

Technology
2.08K
+ 58.47%
$204.55 - $241.93 $426K - $504K
5.64K $1.23M
MCO
Moodys Corp

Financial Services
1.13K
+ 22.83%
$437.8 - $527.48 $494K - $596K
6.07K $2.83M
SKYW
Skywest Inc

Industrials
6.22K
+ 135.39%
$81.46 - $120.92 $507K - $753K
10.8K $945K
CI
Cigna Corp

Healthcare
1.06K
+ 49.46%
$274.49 - $329.0 $292K - $350K
3.21K $1.06M
MCD
Mcdonalds Corp

Consumer Cyclical
860
+ 10.2%
$279.74 - $321.29 $241K - $276K
9.29K $2.9M
EW
Edwards Lifesciences Corp

Healthcare
6.74K
+ 29.19%
$67.95 - $76.19 $458K - $513K
29.8K $2.16M
QCOM
Qualcomm Inc

Technology
2.89K
+ 4.79%
$151.94 - $175.86 $438K - $508K
63.1K $9.69M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
7.04K
+ 25.3%
$28.12 - $37.59 $198K - $265K
34.9K $1.21M
SO
Southern CO

Utilities
2.24K
+ 9.26%
$80.96 - $92.96 $182K - $209K
26.5K $2.43M
SFBS
Servis First Bancshares, Inc.

Financial Services
5.57K
+ 41.55%
$80.8 - $93.58 $450K - $522K
19K $1.57M
DOX
Amdocs LTD

Technology
497
+ 0.82%
$82.21 - $92.02 $40.9K - $45.7K
60.8K $5.57M
CRM
Salesforce, Inc.

Technology
5.46K
+ 34.32%
$268.36 - $359.95 $1.46M - $1.96M
21.4K $5.73M
KAI
Kadant Inc

Industrials
1.2K
+ 195.74%
$335.28 - $398.39 $401K - $476K
1.81K $608K
ABC
Amerisourcebergen Corp

Healthcare
2.14K
+ 4.37%
N/A
51.2K $9.47M
KNSL
Kinsale Capital Group, Inc.

Financial Services
612
+ 14.67%
$416.48 - $494.72 $255K - $303K
4.79K $2.33M
ISRG
Intuitive Surgical Inc

Healthcare
1.02K
+ 23.23%
$476.63 - $610.45 $485K - $621K
5.4K $2.67M
MNST
Monster Beverage Corp

Consumer Defensive
5.13K
+ 36.78%
$46.16 - $58.58 $237K - $300K
19.1K $1.12M
DE
Deere & CO

Industrials
612
+ 29.84%
$408.57 - $509.27 $250K - $312K
2.66K $1.25M
ESAB
Esab Corp

Industrials
3.62K
+ 31.4%
$115.08 - $131.54 $417K - $477K
15.2K $1.77M
TNL
Travel & Leisure Co.

Consumer Cyclical
9.37K
+ 58.17%
$46.29 - $57.86 $434K - $542K
25.5K $1.18M
ICE
Intercontinental Exchange, Inc.

Financial Services
817
+ 8.84%
$142.8 - $176.36 $117K - $144K
10.1K $1.74M
PLTR
Palantir Technologies Inc.

Technology
2.03K
+ 9.71%
$64.98 - $124.62 $132K - $252K
22.9K $1.93M
WMB
Williams Companies, Inc.

Energy
2.6K
+ 7.74%
$54.02 - $61.09 $141K - $159K
36.2K $2.17M
NEE
Nextera Energy Inc

Utilities
4.99K
+ 15.36%
$66.96 - $76.16 $334K - $380K
37.4K $2.65M
Activity Summary
Buys All Purchases 522 New Holdings 119 Increased Positions 403 Sells All Sells 316 Reductions 316 Sold out 0 Options Calls 0 Puts 0
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