Ieq Capital, LLC Incresed Positions in Q4 2024

Ieq Capital, LLC

  • $10.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACCD
Accolade, Inc.

Healthcare
41.1K
+ 99.11%
$3.15 - $4.04 $129K - $166K
82.5K $282K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
9.87K
+ 86.87%
$13.01 - $14.43 $128K - $142K
21.2K $281K
GBDC
Golub Capital Bdc, Inc.

Financial Services
7.34K
+ 4.56%
$14.69 - $15.67 $108K - $115K
168K $2.55M
FRT
Federal Realty Investment Trust

Real Estate
1.13K
+ 49.09%
$109.55 - $117.53 $124K - $133K
3.44K $384K
MFG
Mizuho Financial Group Inc

Financial Services
9.39K
+ 9.6%
$4.05 - $5.26 $38K - $49.4K
107K $523K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
282
+ 9.11%
$131.85 - $172.52 $37.2K - $48.7K
3.38K $553K
WIT
Wipro LTD

Technology
64.8K
+ 162.62%
$3.54 - $7.24 $229K - $469K
105K $370K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.3K
+ 11.59%
N/A
12.5K $1.08M
REG
Regency Centers Corp

Real Estate
1.42K
+ 41.21%
$69.77 - $75.91 $99.3K - $108K
4.88K $360K
SNX
Td Synnex Corp

Technology
912
+ 50.39%
$114.71 - $125.79 $105K - $115K
2.72K $319K
ARCC
Ares Capital Corp

Financial Services
369
+ 0.38%
$20.74 - $22.27 $7.65K - $8.22K
98.3K $2.15M
EGBN
Eagle Bancorp Inc

Financial Services
667
+ 3.33%
$22.41 - $30.0 $14.9K - $20K
20.7K $539K
RPRX
Royalty Pharma PLC

Healthcare
7.18K
+ 20.16%
$24.28 - $28.39 $174K - $204K
42.8K $1.09M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
3.09K
+ 27.26%
$34.01 - $41.29 $105K - $127K
14.4K $492K
HI
Hillenbrand, Inc.

Industrials
1.85K
+ 23.58%
$25.38 - $34.77 $47K - $64.4K
9.71K $298K
RELX
Relx PLC

Communication Services
2.15K
+ 23.91%
$44.45 - $48.63 $95.4K - $104K
11.1K $505K
AZEK
Azek CO Inc.

Industrials
135
+ 0.12%
$42.23 - $54.76 $5.7K - $7.39K
110K $5.23M
CLX
Clorox CO

Consumer Defensive
494
+ 9.18%
$156.51 - $169.74 $77.3K - $83.9K
5.87K $953K
SONY
Sony Group Corp

Technology
26.4K
+ 411.64%
$17.53 - $96.8 $463K - $2.56M
32.8K $694K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.14K
+ 18.99%
$34.25 - $37.94 $73.3K - $81.2K
13.4K $487K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
13.3K
+ 24.49%
$2.78 - $3.73 $37K - $49.7K
67.7K $229K
SCHG
Schwab Strategic Tr Us Large C

ETFs
46.2K
+ 290.54%
$25.93 - $105.3 $1.2M - $4.87M
62.2K $1.73M
HBI
Hanesbrands Inc.

Consumer Cyclical
7.18K
+ 43.69%
$6.91 - $8.91 $49.6K - $63.9K
23.6K $192K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
777
+ 6.47%
$66.77 - $71.52 $51.9K - $55.6K
12.8K $881K
ASX
Ase Technology Holding Co., Ltd.

Technology
6.54K
+ 35.26%
$9.49 - $10.74 $62.1K - $70.3K
25.1K $252K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.24K
+ 16.64%
$9.95 - $12.23 $32.3K - $39.7K
22.7K $266K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
120
+ 1.16%
$563.99 - $620.12 $67.7K - $74.4K
10.5K $5.97M
FNDA
Schwab Fundamental U S Small C

ETFs
9.33K
+ 131.93%
$29.26 - $59.11 $273K - $551K
16.4K $487K
AVA
Avista Corp

Utilities
2.05K
+ 35.98%
$35.46 - $39.23 $72.7K - $80.4K
7.75K $283K
IBN
Icici Bank LTD

Financial Services
2.05K
+ 9.51%
$28.69 - $31.9 $58.7K - $65.3K
23.6K $703K
WELL
Welltower Inc.

Real Estate
804
+ 3.56%
$123.11 - $139.3 $99K - $112K
23.4K $2.95M
NSC
Norfolk Southern Corp

Industrials
861
+ 8.04%
$230.6 - $277.0 $199K - $238K
11.6K $2.71M
FDN
First Tr Fd Dow Jones

ETFs
22
+ 1.44%
$210.5 - $257.24 $4.63K - $5.66K
1.55K $375K
FNDX
Schwab Fundamental U S Large C

ETFs
56.4K
+ 211.03%
$23.49 - $71.77 $1.32M - $4.05M
83.1K $1.97M
DFAU
Dimensional ETF Tr

ETFs
125
+ 0.23%
$39.27 - $42.38 $4.91K - $5.3K
55K $2.23M
JCI
Johnson Controls International PLC

Industrials
116
+ 0.39%
$74.23 - $86.6 $8.61K - $10K
30K $2.37M
QUAL
Ishares Msci Usa Quality Facto

ETFs
313
+ 5.26%
$176.42 - $186.91 $55.2K - $58.5K
6.27K $1.12M
PFS
Provident Financial Services Inc

Financial Services
2.38K
+ 23.14%
$17.64 - $21.86 $41.9K - $52K
12.7K $238K
AER
Aer Cap Holdings N.V.

Industrials
466
+ 19.71%
$91.85 - $100.3 $42.8K - $46.7K
2.83K $270K
WM
Waste Management Inc

Industrials
884
+ 3.89%
$201.79 - $228.46 $178K - $202K
23.6K $4.77M
IJK
Ishares S&P Midcap 400 Growth

ETFs
504
+ 19.0%
$90.66 - $99.46 $45.7K - $50.1K
3.16K $286K
BCS
Barclays PLC

Financial Services
1.19K
+ 5.5%
$11.65 - $13.67 $13.8K - $16.2K
22.7K $302K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
20
+ 0.23%
$105.85 - $112.84 $2.12K - $2.26K
8.86K $976K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
797
+ 7.42%
$74.71 - $79.24 $59.5K - $63.2K
11.5K $885K
KRC
Kilroy Realty Corp

Real Estate
1
+ 0.0%
$37.51 - $43.55 $37.5 - $43.6
21.5K $871K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1
+ 0.01%
$72.18 - $81.41 $72.2 - $81.4
14.5K $1.1M
PLTK
Playtika Holding Corp.

Communication Services
8.81K
+ 36.04%
$6.72 - $8.62 $59.2K - $75.9K
33.3K $230K
LXP
Lxp Industrial Trust

Real Estate
7.37K
+ 60.08%
$8.12 - $9.89 $59.8K - $72.9K
19.6K $159K
LECO
Lincoln Electric Holdings Inc

Industrials
335
+ 5.76%
$187.47 - $219.94 $62.8K - $73.7K
6.15K $1.15M
Activity Summary
Buys All Purchases 915 New Holdings 308 Increased Positions 607 Sells All Sells 337 Reductions 337 Sold out 0 Options Calls 0 Puts 0
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