Fernwood Investment Management, LLC New Holdings in Q3 2024

Fernwood Investment Management, LLC

  • $303 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ZWS
Zurn Water Solutions Corp

Industrials
15K
New
$28.61 - $35.94 $429K - $539K
15K $538K
COIN
Coinbase Global, Inc.

Technology
1.3K
New
$147.09 - $265.15 $191K - $344K
1.3K $231K
BC
Brunswick Corp

Consumer Cyclical
2.6K
New
$69.46 - $84.53 $181K - $220K
2.6K $217K
CARR
Carrier Global Corp

Industrials
2.66K
New
$61.9 - $80.88 $165K - $215K
2.66K $214K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.4K
New
$112.12 - $149.09 $157K - $209K
1.4K $207K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.62K
New
$117.9 - $128.2 $191K - $207K
1.62K $207K
VNQ
Vanguard Specialized Funds Van

ETFs
2.06K
New
$82.97 - $98.97 $171K - $204K
2.06K $200K
XLP
Consumer Staples Sector Spdr

ETFs
2.42K
New
$76.04 - $76.04 $184K - $184K
2.42K $184K
PEAK
Healthpeak Properties, Inc.

Real Estate
9.53K
New
N/A
9.53K $180K
HTZ
Hertz Global Holdings, Inc

Industrials
10K
New
$2.62 - $4.55 $26.2K - $45.5K
10K $33K
Activity Summary
Buys All Purchases 34 New Holdings 10 Increased Positions 24 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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