Gem Asset Management, LLC Purchases and Sells in Q4 2024

Gem Asset Management, LLC

$179 Billion
Q4 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VONG	3.74K + 9.56%	$95.27 - $107.82 $356K - $403K	42.8K $4.43B
DFEM	28.4K + 145.66%	$26.16 - $28.82 $744K - $820K	48K $1.26B
SMLF	7.11K + 11.17%	$65.31 - $74.15 $465K - $527K	70.8K $4.78B
DIMENSIONAL ETF TRUST	21.9K + 31.61%	N/A	91.1K $2.74B
DFUS	2.53K + 1.27%	$61.52 - $66.5 $156K - $168K	202K $12.9B
AVUV	5.09K + 51.98%	$94.37 - $106.41 $481K - $542K	14.9K $1.44B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INVESTMENT MANAGERS SER TR I	15K New	N/A	15K $402M
TEMA ETF TRUST	9.24K New	N/A	9.24K $345M
XLF	4.78K New	$44.89 - $51.34 $214K - $245K	4.78K $231M
JPM	906 New	$205.18 - $250.29 $186K - $227K	906 $217M
BKNG	42 New	$4100.99 - $5300.34 $172K - $223K	42 $209M
PKG	915 New	$211.98 - $248.85 $194K - $228K	915 $206M

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAE	-33.8K - 16.0%	$25.36 - $28.15 $858K - $952K	178K $4.51B
TAXF	-3.87K - 5.78%	$49.94 - $51.44 $193K - $199K	63.1K $3.16B
LLY	-56 - 5.42%	$727.2 - $932.06 $40.7K - $52.2K	977 $754M
NVDA	-1.7K - 18.75%	$117.0 - $148.88 $199K - $253K	7.37K $990M
DFSV	-5.44K - 14.02%	$30.18 - $33.87 $164K - $184K	33.4K $1.03B
SDY	-568 - 18.08%	$131.66 - $144.0 $74.8K - $81.8K	2.57K $340M

Activity Summary All Purchases 50 New Holdings 6 Increased Positions 44 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gem Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gem Asset Management, LLC with notifications on news.