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
AME
Ametek Inc

Industrials
7
+ 0.3%
$152.74 - $176.01 $1.07K - $1.23K
2.33K $400K
WLK
Westlake Corp

Basic Materials
2
+ 0.1%
$133.5 - $150.97 $267 - $302
1.97K $295K
MNST
Monster Beverage Corp

Consumer Defensive
6
+ 0.12%
$45.01 - $52.47 $270 - $315
5.02K $261K
SNX
Td Synnex Corp

Technology
1
+ 0.04%
$109.37 - $122.34 $109 - $122
2.29K $274K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.2%
$92.63 - $105.69 $556 - $634
3.08K $320K
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 0.34%
$455.08 - $517.19 $910 - $1.03K
592 $298K
PPG
Ppg Industries Inc

Basic Materials
1
+ 0.06%
$118.32 - $134.55 $118 - $135
1.65K $218K
EA
Electronic Arts Inc.

Communication Services
4
+ 0.16%
$137.32 - $151.82 $549 - $607
2.47K $354K
LUV
Southwest Airlines CO

Industrials
71
+ 0.83%
$23.7 - $29.93 $1.68K - $2.13K
8.64K $255K
HRL
Hormel Foods Corp

Consumer Defensive
14
+ 0.18%
$30.04 - $33.14 $421 - $464
7.91K $250K
PARA
Paramount Global

Communication Services
500
+ 3.62%
$9.98 - $11.95 $4.99K - $5.98K
14.3K $151K
MKL
Markel Corp

Financial Services
6
+ 2.86%
$1494.55 - $1645.69 $8.97K - $9.87K
216 $338K
SKYW
Skywest Inc

Industrials
1
+ 0.04%
$68.08 - $87.62 $68.1 - $87.6
2.67K $226K
KEX
Kirby Corp

Industrials
9
+ 0.42%
$107.57 - $129.59 $968 - $1.17K
2.16K $263K
RS
Reliance Steel & Aluminum CO

Basic Materials
1
+ 0.06%
$271.23 - $308.75 $271 - $309
1.58K $455K
DKNG
Draft Kings Inc.

Consumer Cyclical
5
+ 0.09%
$29.85 - $41.1 $149 - $206
5.29K $207K
CSGP
Costar Group, Inc.

Real Estate
3
+ 0.07%
$71.59 - $79.61 $215 - $239
4.01K $302K
SWN
Southwestern Energy CO

Energy
14
+ 0.09%
$6.0 - $7.15 $84 - $100
15.9K $112K
FNB
Fnb Corp

Financial Services
3
+ 0.02%
$13.41 - $15.55 $40.2 - $46.7
12.5K $176K
EPD
Enterprise Products Partners L.P.

Energy
38
+ 0.13%
$27.88 - $30.0 $1.06K - $1.14K
28.4K $825K
AM
Antero Midstream Corp

Energy
9
+ 0.06%
$13.39 - $15.16 $121 - $136
15.3K $230K
PLUG
Plug Power Inc

Industrials
2.6K
+ 19.71%
$1.61 - $3.34 $4.19K - $8.68K
15.8K $35K
XPO
Xpo Logistics, Inc.

Industrials
3
+ 0.14%
$101.15 - $125.11 $303 - $375
2.14K $230K
GPC
Genuine Parts CO

Consumer Cyclical
2
+ 0.08%
$131.04 - $147.11 $262 - $294
2.45K $341K
CCL
Carnival Corp

Consumer Cyclical
445
+ 2.27%
$14.01 - $19.18 $6.23K - $8.54K
20.1K $370K
AVY
Avery Dennison Corp

Industrials
2
+ 0.19%
$202.27 - $224.18 $405 - $448
1.06K $233K
UEC
Uranium Energy Corp

Energy
2
+ 0.02%
$4.26 - $6.85 $8.52 - $13.7
12.3K $76K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
+ 0.17%
$320.55 - $412.94 $321 - $413
579 $225K
VMC
Vulcan Materials CO

Basic Materials
1
+ 0.07%
$231.83 - $274.51 $232 - $275
1.41K $353K
ELV
Elevance Health, Inc.

Healthcare
117
+ 4.32%
$500.12 - $562.29 $58.5K - $65.8K
2.83K $1.47M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.03K
+ 82.91%
$128.47 - $280.94 $133K - $290K
2.28K $353K
DIS
Walt Disney CO

Communication Services
787
+ 3.33%
$85.6 - $98.61 $67.4K - $77.6K
24.4K $2.35M
CHK
Chesapeake Energy Corp

Energy
1
+ 0.04%
$70.32 - $83.77 $70.3 - $83.8
2.65K $218K
STLD
Steel Dynamics Inc

Basic Materials
2
+ 0.07%
N/A
3.04K $298K
LYB
Lyondell Basell Industries N.V.

Basic Materials
5
+ 0.16%
$92.56 - $99.46 $463 - $497
3.14K $301K
FTI
Technip Fmc PLC

Energy
6
+ 0.06%
$23.46 - $29.5 $141 - $177
10.7K $281K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
3.06K
+ 29.41%
$7.63 - $12.31 $23.3K - $37.6K
13.5K $119K
ABC
Amerisourcebergen Corp

Healthcare
3
+ 0.22%
N/A
1.35K $249K
Veralto Corp
59
+ 2.55%
N/A
2.37K $0
Dimensional ETF Trust
194K
+ 3.81%
N/A
5.3M $0
UHALB
Amerco Com Ser N
4
+ 0.1%
N/A
3.83K $0
Bunge Global Sa
1
+ 0.03%
N/A
3.19K $0
AZN
Astrazeneca PLC

Healthcare
2
+ 0.02%
$76.67 - $87.62 $153 - $175
11.4K $886K
Corpay Inc
1
+ 0.12%
N/A
841 $0
VRSK
Verisk Analytics, Inc.

Industrials
5
+ 0.63%
$260.31 - $285.99 $1.3K - $1.43K
802 $214K
RE
Everest Re Group LTD

Financial Services
1
+ 0.11%
N/A
911 $337K
DFSI
Dimensional ETF Tr Dimen Intl
6.22K
+ 2.24%
N/A
285K $0
Dimensional ETF Trust
269K
+ 1.95%
N/A
14.1M $0
DFSE
Dimensional ETF Tr Dimen Emrgn
16.1K
+ 4.51%
N/A
373K $0
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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