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
VRNS
Varonis Systems Inc

Technology
9.48K
+ 62.74%
$39.16 - $46.84 $371K - $444K
24.6K $994K
TRV
Travelers Companies, Inc.

Financial Services
33
+ 0.25%
$232.43 - $265.13 $7.67K - $8.75K
13.1K $3.47M
NOVT
Novanta Inc

Technology
2.01K
+ 46.96%
N/A
6.29K $992K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.9K
+ 37.84%
$18.36 - $20.51 $237K - $265K
47.1K $930K
UTHR
United Therapeutics Corp

Healthcare
1.07K
+ 139.84%
$304.42 - $380.78 $327K - $409K
1.84K $567K
AXON
Axon Enterprise, Inc.

Industrials
1.93K
+ 18.32%
$496.65 - $710.01 $961K - $1.37M
12.5K $6.57M
MSCI
Msci Inc.

Financial Services
711
+ 22.87%
$541.46 - $628.34 $385K - $447K
3.82K $2.16M
MRK
Merck & Co., Inc.

Healthcare
20.8K
+ 12.82%
$83.01 - $101.02 $1.72M - $2.1M
183K $16.4M
BRP
Brp Group, Inc.

Financial Services
7.21K
+ 35.43%
N/A
27.5K $1.1M
UNIT
Uniti Group Inc.

Real Estate
57.8K
+ 426.93%
$4.75 - $5.98 $275K - $346K
71.4K $359K
SNEX
Stone X Group Inc.

Financial Services
4.38K
+ 144.08%
$76.12 - $126.89 $333K - $556K
7.42K $566K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.41K
+ 5.17%
$75.32 - $84.77 $106K - $120K
28.7K $2.35M
CPB
Campbell Soup CO

Consumer Defensive
10.9K
+ 12.44%
$37.29 - $42.04 $406K - $458K
98.5K $3.93M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
25
+ 2.75%
$1187.71 - $1432.58 $29.7K - $35.8K
935 $1.34M
CCL
Carnival Corp

Consumer Cyclical
28.2K
+ 52.24%
$19.08 - $28.49 $539K - $804K
82.3K $1.61M
TRGP
Targa Resources Corp.

Energy
41
+ 0.36%
$178.44 - $217.22 $7.32K - $8.91K
11.5K $2.31M
VGT
Vanguard Information Technolog

ETFs
557
+ 96.03%
$542.38 - $646.34 $302K - $360K
1.14K $616K
ETSY
Etsy Inc

Consumer Cyclical
6.56K
+ 63.95%
$44.4 - $57.29 $291K - $376K
16.8K $793K
IVW
Ishares S&P 500 Growth ETF

ETFs
3.25K
+ 48.17%
$92.45 - $106.69 $301K - $347K
10K $929K
SHOP
Shopify Inc.

Technology
2.82K
+ 107.24%
$90.59 - $129.31 $255K - $364K
5.44K $519K
SYK
Stryker Corp

Healthcare
163
+ 1.12%
$355.18 - $399.9 $57.9K - $65.2K
14.8K $5.5M
NOC
Northrop Grumman Corp

Industrials
43
+ 0.88%
$433.45 - $513.82 $18.6K - $22.1K
4.95K $2.53M
UNP
Union Pacific Corp

Industrials
558
+ 4.71%
$225.21 - $254.42 $126K - $142K
12.4K $2.93M
ALKS
Alkermes Plc.

Healthcare
1.35K
+ 3.18%
$28.08 - $36.0 $37.9K - $48.6K
43.9K $1.45M
CRBG
Corebridge Financial, Inc.

Financial Services
3.34K
+ 5.12%
$29.61 - $34.68 $98.8K - $116K
68.5K $2.16M
ECL
Ecolab Inc.

Basic Materials
59
+ 0.59%
$229.72 - $269.82 $13.6K - $15.9K
10K $2.55M
PPG
Ppg Industries Inc

Basic Materials
5.61K
+ 13.84%
$107.44 - $124.29 $603K - $697K
46.1K $5.05M
DLB
Dolby Laboratories, Inc.

Industrials
2.39K
+ 51.85%
$76.37 - $87.32 $182K - $208K
6.99K $561K
ZBRA
Zebra Technologies Corp

Technology
1.22K
+ 87.57%
$271.72 - $421.11 $331K - $513K
2.61K $737K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
1.21K
+ 10.71%
$60.74 - $73.87 $73.7K - $89.6K
12.5K $926K
MSA
Msa Safety Inc

Industrials
2.75K
+ 25.38%
$146.69 - $166.47 $403K - $458K
13.6K $1.99M
IRTC
I Rhythm Technologies, Inc.

Healthcare
668
+ 8.07%
$89.44 - $119.44 $59.7K - $79.8K
8.94K $936K
VIG
Vanguard Dividend Appreciation

ETFs
1.04K
+ 0.65%
N/A
162K $29.5M
CLX
Clorox CO

Consumer Defensive
2.05K
+ 26.24%
$141.76 - $162.89 $290K - $333K
9.84K $1.45M
BRC
Brady Corp

Industrials
2.98K
+ 28.61%
$68.85 - $75.89 $205K - $226K
13.4K $946K
AEP
American Electric Power CO Inc

Utilities
644
+ 10.55%
$90.32 - $109.27 $58.2K - $70.4K
6.75K $737K
GPC
Genuine Parts CO

Consumer Cyclical
1.37K
+ 42.91%
$115.91 - $129.02 $158K - $176K
4.55K $542K
SCHW
Schwab Charles Corp

Financial Services
1.71K
+ 20.84%
$71.24 - $83.64 $122K - $143K
9.93K $777K
INTA
Intapp, Inc.

Technology
3.27K
+ 79.52%
$57.21 - $74.1 $187K - $243K
7.39K $431K
DGRO
Ishares Core Dividend Growth E

ETFs
2.63K
+ 40.47%
$60.46 - $64.42 $159K - $169K
9.11K $562K
ENB
Enbridge Inc

Energy
2.37K
+ 7.63%
$41.54 - $45.45 $98.4K - $108K
33.4K $1.48M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
544
+ 23.35%
$634.14 - $744.83 $345K - $405K
2.87K $1.82M
UNM
Unum Group

Financial Services
16
+ 0.08%
$71.8 - $83.34 $1.15K - $1.33K
19.3K $1.57M
HIG
Hartford Financial Services Group, Inc.

Financial Services
69
+ 0.66%
$106.31 - $123.73 $7.34K - $8.54K
10.5K $1.3M
VIRT
Virtu Financial, Inc.

Financial Services
3.47K
+ 32.5%
$34.19 - $40.96 $118K - $142K
14.1K $538K
CMI
Cummins Inc

Industrials
1.62K
+ 16.29%
$312.92 - $386.07 $505K - $624K
11.5K $3.61M
TCEHY
Tencent Holdings Limited Unspo

Communication Services
388
+ 3.26%
$46.89 - $69.79 $18.2K - $27.1K
12.3K $783K
EPAC
Enerpac Tool Group Corp

Industrials
2.23K
+ 17.8%
$40.26 - $47.26 $89.6K - $105K
14.7K $660K
MMSI
Merit Medical Systems Inc

Healthcare
284
+ 2.26%
$95.64 - $110.29 $27.2K - $31.3K
12.9K $1.36M
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
Track This Portfolio

Track Diversified Trust CO Portfolio

Follow Diversified Trust CO 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 Diversified Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Diversified Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email