Forum Financial Management, LP Incresed Positions in Q3 2024

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CL
Colgate Palmolive CO

Consumer Defensive
16
+ 0.36%
$95.54 - $108.77 $1.53K - $1.74K
4.43K $459K
GDDY
Go Daddy Inc.

Technology
5
+ 0.28%
$141.41 - $167.41 $707 - $837
1.82K $284K
CLOV
Clover Health Investments, Corp.

Healthcare
4.06K
+ 33.8%
$1.2 - $3.5 $4.87K - $14.2K
16.1K $45K
TTEK
Tetra Tech Inc

Industrials
4.04K
+ 400.5%
$45.59 - $237.74 $184K - $960K
5.05K $237K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
108
+ 1.65%
$59.93 - $66.52 $6.47K - $7.18K
6.66K $443K
AMG
Affiliated Managers Group, Inc.

Financial Services
1
+ 0.07%
$154.72 - $185.62 $155 - $186
1.38K $245K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.07%
$125.95 - $139.96 $378 - $420
4.03K $562K
ONB
Old National Bancorp

Financial Services
4
+ 0.02%
$16.67 - $20.22 $66.7 - $80.9
20.2K $376K
CHTR
Charter Communications, Inc.

Communication Services
3
+ 0.28%
$290.56 - $383.07 $872 - $1.15K
1.09K $353K
LII
Lennox International Inc

Industrials
1
+ 0.25%
$523.72 - $620.83 $524 - $621
408 $246K
ESNT
Essent Group Ltd.

Financial Services
1
+ 0.03%
$54.95 - $64.53 $55 - $64.5
3.62K $232K
SCI
Service Corp International

Consumer Cyclical
3
+ 0.08%
$69.55 - $80.63 $209 - $242
3.62K $285K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6
+ 0.77%
$386.81 - $423.12 $2.32K - $2.54K
784 $331K
L
Loews Corp

Financial Services
5
+ 0.08%
$73.76 - $81.96 $369 - $410
6.12K $483K
DOW
Dow Inc.

Basic Materials
275
+ 3.55%
$50.15 - $55.41 $13.8K - $15.2K
8.02K $437K
SJM
J M Smucker CO

Consumer Defensive
6
+ 0.29%
$109.12 - $122.4 $655 - $734
2.07K $250K
RIO
Rio Tinto PLC

Basic Materials
60
+ 1.42%
$59.71 - $71.21 $3.58K - $4.27K
4.28K $304K
XLI
Industrial Sector Spdr

ETFs
8
+ 0.45%
$120.56 - $135.44 $964 - $1.08K
1.8K $243K
DTM
Dt Midstream, Inc.

Energy
4
+ 0.12%
$69.34 - $79.28 $277 - $317
3.23K $253K
CSX
Csx Corp

Industrials
125
+ 0.66%
$32.48 - $35.45 $4.06K - $4.43K
19K $656K
POST
Post Holdings, Inc.

Consumer Defensive
1
+ 0.05%
$103.64 - $118.23 $104 - $118
2.16K $249K
WSFS
Wsfs Financial Corp

Financial Services
1
+ 0.02%
$45.65 - $57.21 $45.7 - $57.2
6.05K $308K
AZEK
Azek CO Inc.

Industrials
1
+ 0.02%
$36.81 - $46.9 $36.8 - $46.9
5.12K $239K
SYF
Synchrony Financial

Financial Services
14
+ 0.17%
$43.77 - $52.22 $613 - $731
8.4K $419K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.33%
$3305.62 - $4268.05 $3.31K - $4.27K
76 $320K
TRMB
Trimble Inc.

Technology
4
+ 0.11%
$49.82 - $62.06 $199 - $248
3.78K $234K
SLM
Slm Corp

Financial Services
3
+ 0.03%
$19.93 - $23.7 $59.8 - $71.1
11K $251K
DOV
Dover Corp

Industrials
3
+ 0.15%
$172.5 - $193.03 $518 - $579
1.99K $380K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
50
+ 1.04%
$55.51 - $61.51 $2.78K - $3.08K
4.85K $295K
RGA
Reinsurance Group Of America Inc

Financial Services
1
+ 0.06%
$192.62 - $225.79 $193 - $226
1.71K $371K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
11
+ 0.74%
$201.82 - $234.36 $2.22K - $2.58K
1.51K $346K
ZION
Zions Bancorporation, National Association

Financial Services
4
+ 0.08%
$42.49 - $52.53 $170 - $210
5.12K $241K
OTIS
Otis Worldwide Corp

Industrials
5
+ 0.19%
$91.43 - $104.43 $457 - $522
2.58K $268K
ECL
Ecolab Inc.

Basic Materials
3
+ 0.28%
$228.86 - $255.76 $687 - $767
1.06K $270K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
1
+ 0.02%
$47.99 - $54.43 $48 - $54.4
4.64K $250K
CLVT
Clarivate PLC

Technology
23
+ 0.18%
$5.08 - $7.1 $117 - $163
13.1K $93K
TSN
Tyson Foods, Inc.

Consumer Defensive
160
+ 4.17%
$55.91 - $65.87 $8.95K - $10.5K
3.99K $237K
BAH
Booz Allen Hamilton Holding Corp

Industrials
4
+ 0.22%
$138.82 - $162.76 $555 - $651
1.8K $293K
TSCO
Tractor Supply CO

Consumer Cyclical
3
+ 0.4%
$251.95 - $290.93 $756 - $873
749 $217K
GNW
Genworth Financial Inc

Financial Services
6
+ 0.03%
$5.95 - $6.98 $35.7 - $41.9
20.5K $140K
JBHT
Hunt J B Transport Services Inc

Industrials
1
+ 0.07%
$155.54 - $176.97 $156 - $177
1.34K $230K
MUSA
Murphy Usa Inc.

Consumer Cyclical
1
+ 0.16%
$452.85 - $536.35 $453 - $536
626 $308K
LNG
Cheniere Energy, Inc.

Energy
8
+ 0.29%
$172.24 - $186.09 $1.38K - $1.49K
2.77K $497K
TXT
Textron Inc

Industrials
3
+ 0.06%
$83.46 - $94.02 $250 - $282
5.21K $461K
BLD
Top Build Corp

Industrials
1
+ 0.16%
$360.4 - $479.09 $360 - $479
646 $262K
RSG
Republic Services, Inc.

Industrials
7
+ 0.34%
$189.34 - $208.21 $1.33K - $1.46K
2.06K $412K
WSO
Watsco Inc

Industrials
1
+ 0.2%
$448.73 - $519.89 $449 - $520
504 $247K
DGX
Quest Diagnostics Inc

Healthcare
100
+ 5.43%
$137.09 - $137.09 $13.7K - $13.7K
1.94K $265K
KMX
Carmax Inc

Consumer Cyclical
2
+ 0.06%
$71.21 - $85.78 $142 - $172
3.37K $260K
Activity Summary
Buys All Purchases 451 New Holdings 74 Increased Positions 377 Sells All Sells 219 Reductions 219 Sold out 0 Options Calls 0 Puts 0
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