Diversified Trust CO Incresed Positions in Q4 2024

Diversified Trust CO

  • $3.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.7K
+ 2.96%
$100.16 - $100.7 $170K - $171K
59.1K $5.93M
ISRG
Intuitive Surgical Inc

Healthcare
25
+ 0.57%
$471.27 - $550.62 $11.8K - $13.8K
4.38K $2.29M
HURN
Huron Consulting Group Inc.

Industrials
493
+ 9.11%
$103.48 - $129.83 $51K - $64K
5.91K $734K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.58K
+ 75.12%
$64.18 - $70.42 $166K - $182K
6.02K $388K
DCI
Donaldson CO Inc

Industrials
3.33K
+ 26.05%
$67.28 - $78.27 $224K - $260K
16.1K $1.08M
BANR
Banner Corp

Financial Services
978
+ 9.56%
$57.86 - $76.26 $56.6K - $74.6K
11.2K $748K
SCHW
Schwab Charles Corp

Financial Services
962
+ 13.26%
$63.31 - $82.85 $60.9K - $79.7K
8.22K $607K
COP
Conocophillips

Energy
1.95K
+ 19.67%
$95.12 - $114.72 $185K - $223K
11.8K $1.17M
PSX
Phillips 66

Energy
2.65K
+ 27.14%
$110.35 - $138.93 $292K - $368K
12.4K $1.41M
WST
West Pharmaceutical Services Inc

Healthcare
194
+ 8.98%
$285.69 - $344.0 $55.4K - $66.7K
2.35K $771K
PRLB
Proto Labs Inc

Industrials
1.13K
+ 13.87%
$26.71 - $44.77 $30K - $50.4K
9.24K $361K
VBK
Vanguard Small Cap Growth ETF

ETFs
252
+ 6.22%
$264.18 - $304.19 $66.6K - $76.7K
4.31K $1.21M
CASH
Meta Financial Group Inc

Financial Services
787
+ 9.66%
$64.22 - $84.86 $50.5K - $66.8K
8.93K $657K
SWKS
Skyworks Solutions, Inc.

Technology
1.64K
+ 64.65%
$83.18 - $99.15 $136K - $162K
4.17K $369K
LHX
L3 Harris Technologies, Inc.

Industrials
711
+ 65.17%
$208.94 - $264.22 $149K - $188K
1.8K $378K
YUM
Yum Brands Inc

Consumer Cyclical
1.01K
+ 30.29%
$130.36 - $139.54 $131K - $140K
4.33K $580K
FISV
Fiserv Inc

Technology
911
+ 1.47%
N/A
62.9K $7.87M
KMI
Kinder Morgan, Inc.

Energy
69
+ 0.33%
$22.59 - $28.54 $1.56K - $1.97K
21.2K $581K
PLXS
Plexus Corp

Technology
289
+ 8.26%
$133.8 - $168.44 $38.7K - $48.7K
3.79K $592K
CYBR
Cyber Ark Software Ltd.

Technology
25
+ 1.0%
$274.1 - $333.15 $6.85K - $8.33K
2.52K $840K
CADE
Cadence Bank

Financial Services
2
+ 0.0%
$30.54 - $39.29 $61.1 - $78.6
41.8K $1.44M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.88K
+ 16.57%
$75.65 - $83.47 $294K - $324K
27.3K $2.08M
BAP
Credicorp LTD

Financial Services
514
+ 21.72%
$180.17 - $198.65 $92.6K - $102K
2.88K $528K
SM
Sm Energy CO

Energy
3.09K
+ 16.53%
$36.59 - $46.03 $113K - $142K
21.8K $844K
ETR
Entergy Corp

Utilities
3.27K
+ 119.37%
$73.19 - $156.4 $239K - $511K
6K $455K
TVTX
Travere Therapeutics, Inc.

Healthcare
3.17K
+ 27.48%
$13.65 - $19.85 $43.3K - $62.9K
14.7K $256K
CACI
Caci International Inc

Technology
215
+ 28.9%
N/A
959 $410K
MTG
Mgic Investment Corp

Financial Services
5.78K
+ 22.28%
$23.32 - $26.4 $135K - $153K
31.7K $752K
IWP
Ishares Russell Mid Cap Growth

ETFs
295
+ 5.45%
$116.4 - $138.52 $34.3K - $40.9K
5.71K $723K
UTZ
Utz Brands, Inc.

Consumer Defensive
11.4K
+ 25.49%
$15.46 - $18.02 $177K - $206K
56.3K $881K
ABC
Amerisourcebergen Corp

Healthcare
461
+ 0.95%
N/A
49K $9.08M
MCY
Mercury General Corp

Financial Services
801
+ 9.88%
$62.82 - $78.96 $50.3K - $63.2K
8.91K $592K
VT
Vanguard Total World Stk Index

ETFs
1.35K
+ 3.85%
$117.09 - $123.07 $158K - $166K
36.5K $4.28M
DECK
Deckers Outdoor Corp

Consumer Cyclical
48
+ 2.99%
$152.04 - $211.12 $7.3K - $10.1K
1.66K $336K
BCS
Barclays PLC

Financial Services
1.35K
+ 2.56%
$11.65 - $13.67 $15.7K - $18.4K
53.9K $716K
RPD
Rapid7, Inc.

Technology
1.71K
+ 8.61%
$37.61 - $43.94 $64.2K - $75K
21.5K $866K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
64
+ 0.51%
$17.13 - $34.23 $1.1K - $2.19K
12.7K $307K
MMSI
Merit Medical Systems Inc

Healthcare
1.01K
+ 8.71%
$93.76 - $105.52 $94.5K - $106K
12.6K $1.22M
SNPS
Synopsys Inc

Technology
278
+ 9.28%
$485.36 - $588.0 $135K - $163K
3.28K $1.59M
TNL
Travel & Leisure Co.

Consumer Cyclical
1
+ 0.01%
$45.26 - $56.28 $45.3 - $56.3
16.1K $812K
HSTM
Healthstream Inc

Healthcare
1.49K
+ 20.51%
$28.11 - $33.16 $41.8K - $49.3K
8.73K $277K
ZS
Zscaler, Inc.

Technology
30
+ 0.46%
$166.99 - $211.99 $5.01K - $6.36K
6.5K $1.17M
FSS
Federal Signal Corp

Industrials
804
+ 10.01%
$81.56 - $99.7 $65.6K - $80.2K
8.84K $816K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
24
+ 0.62%
$72.67 - $99.25 $1.74K - $2.38K
3.91K $350K
SPT
Sprout Social, Inc.

Technology
1.27K
+ 8.08%
$26.49 - $36.24 $33.7K - $46.2K
17K $523K
APOG
Apogee Enterprises, Inc.

Industrials
730
+ 10.51%
$68.43 - $87.22 $50K - $63.7K
7.67K $547K
ICUI
Icu Medical Inc

Healthcare
805
+ 32.25%
$153.2 - $183.79 $123K - $148K
3.3K $512K
SFBS
Servis First Bancshares, Inc.

Financial Services
1
+ 0.01%
$77.34 - $99.0 $77.3 - $99
13.4K $1.14M
EQIX
Equinix Inc

Real Estate
21
+ 3.25%
$865.69 - $985.0 $18.2K - $20.7K
667 $628K
Activity Summary
Buys All Purchases 523 New Holdings 102 Increased Positions 421 Sells All Sells 297 Reductions 297 Sold out 0 Options Calls 0 Puts 0
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