Legacy Wealth Asset Management, LLC Reduced Holdings in Q4 2024

Legacy Wealth Asset Management, LLC

  • $324 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EME
Emcor Group, Inc.

Industrials
-106
- 10.15%
$427.96 - $526.95 $45.4K - $55.9K
938 $425K
CPK
Chesapeake Utilities Corp

Utilities
-52
- 0.89%
$116.24 - $133.18 $6.04K - $6.93K
5.79K $703K
FISV
Fiserv Inc

Technology
-173
- 4.36%
N/A
3.8K $475K
ITW
Illinois Tool Works Inc

Industrials
-6
- 0.26%
$253.56 - $278.5 $1.52K - $1.67K
2.34K $592K
CWK
Cushman & Wakefield PLC

Real Estate
-928
- 5.45%
$12.34 - $15.48 $11.5K - $14.4K
16.1K $210K
PTC
Ptc Inc.

Technology
-143
- 7.0%
$175.97 - $201.89 $25.2K - $28.9K
1.9K $349K
TXN
Texas Instruments Inc

Technology
-99
- 1.99%
N/A
4.87K $947K
SNA
Snap On Inc

Industrials
-236
- 19.11%
$285.44 - $371.35 $67.4K - $87.6K
999 $339K
CTSH
Cognizant Technology Solutions Corp

Technology
-212
- 3.49%
$74.37 - $82.32 $15.8K - $17.5K
5.86K $450K
WELL
Welltower Inc.

Real Estate
-68
- 1.37%
$123.11 - $139.3 $8.37K - $9.47K
4.89K $615K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-34
- 1.91%
$424.05 - $524.22 $14.4K - $17.8K
1.74K $810K
IBN
Icici Bank LTD

Financial Services
-514
- 0.68%
$28.69 - $31.9 $14.7K - $16.4K
75.3K $2.25M
TFC
Truist Financial Corp

Financial Services
-573
- 3.31%
$41.51 - $48.1 $23.8K - $27.6K
16.8K $726K
SAIA
Saia Inc

Industrials
-61
- 7.92%
$411.44 - $569.08 $25.1K - $34.7K
709 $323K
CHD
Church & Dwight CO Inc

Consumer Defensive
-122
- 4.32%
$99.11 - $112.25 $12.1K - $13.7K
2.7K $282K
WTS
Watts Water Technologies Inc

Industrials
-33
- 2.22%
$190.59 - $221.46 $6.29K - $7.31K
1.46K $295K
AMH
American Homes 4 Rent

Real Estate
-66
- 0.72%
$35.02 - $39.25 $2.31K - $2.59K
9.1K $340K
ABT
Abbott Laboratories

Healthcare
-44
- 0.76%
$111.93 - $119.39 $4.92K - $5.25K
5.77K $652K
SYK
Stryker Corp

Healthcare
-14
- 0.55%
$345.14 - $392.15 $4.83K - $5.49K
2.55K $918K
SPG
Simon Property Group Inc

Real Estate
-297
- 2.09%
$167.23 - $183.84 $49.7K - $54.6K
13.9K $2.4M
ORCL
Oracle Corp

Technology
-2
- 0.14%
$165.41 - $192.43 $331 - $385
1.39K $231K
EOG
Eog Resources Inc

Energy
-27
- 0.4%
$118.22 - $136.54 $3.19K - $3.69K
6.73K $825K
DSGX
Descartes Systems Group Inc

Technology
-404
- 10.71%
$100.21 - $121.37 $40.5K - $49K
3.37K $382K
DT
Dynatrace, Inc.

Technology
-201
- 3.44%
$51.09 - $59.6 $10.3K - $12K
5.63K $306K
BAP
Credicorp LTD

Financial Services
-75
- 1.87%
$180.17 - $198.65 $13.5K - $14.9K
3.94K $721K
RE
Everest Re Group LTD

Financial Services
-10
- 0.68%
N/A
1.45K $537K
ESS
Essex Property Trust, Inc.

Real Estate
-13
- 1.68%
N/A
762 $207K
TJX
Tjx Companies Inc

Consumer Cyclical
-199
- 2.83%
$112.15 - $127.2 $22.3K - $25.3K
6.83K $825K
WPP
Wpp PLC

Communication Services
-82
- 0.8%
$49.35 - $56.55 $4.05K - $4.64K
10.1K $521K
ROST
Ross Stores, Inc.

Consumer Cyclical
-33
- 0.66%
$138.59 - $156.61 $4.57K - $5.17K
4.94K $747K
FDS
Factset Research Systems Inc

Financial Services
-30
- 4.49%
$449.69 - $495.72 $13.5K - $14.9K
638 $306K
CRH.L
Crh PLC

Basic Materials
-254
- 1.84%
N/A
13.5K $0
Linde PLC
-68
- 0.99%
N/A
6.83K $0
CIB
Bancolombia Sa

Financial Services
-91
- 0.52%
$30.96 - $33.47 $2.82K - $3.05K
17.3K $546K
Thomson Reuters Corp
-30
- 0.24%
N/A
12.3K $0
Fidelity Wise Origin Bitcoin
-30.1K
- 8.94%
N/A
307K $0
Atlassian Corporation
-261
- 7.61%
N/A
3.17K $0
HEIA
Heico Crp Cl A
-43
- 1.57%
N/A
2.69K $0
CPRT
Copart Inc

Consumer Cyclical
-625
- 8.65%
$51.36 - $63.8 $32.1K - $39.9K
6.6K $378K
Crane Company
-213
- 8.81%
N/A
2.21K $0
Ferguson Enterprises Inc
-4
- 0.1%
N/A
4K $0
Natwest Group PLC
-3.75K
- 3.99%
N/A
90.1K $0
Canadian Pacific Kansas City
-211
- 0.82%
N/A
25.7K $0
FNB
Fnb Corp

Financial Services
-434
- 3.59%
$13.56 - $17.29 $5.89K - $7.5K
11.7K $172K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-3.89K
- 6.49%
$43.37 - $51.46 $168K - $200K
56K $2.7M
EVR
Evercore Inc.

Financial Services
-426
- 8.33%
$247.66 - $315.67 $106K - $134K
4.69K $1.3M
KEYS
Keysight Technologies, Inc.

Technology
-3
- 0.11%
$149.01 - $172.53 $447 - $518
2.61K $418K
DE
Deere & CO

Industrials
-10
- 0.72%
$389.45 - $466.0 $3.89K - $4.66K
1.38K $582K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-158
- 3.58%
$178.39 - $215.0 $28.2K - $34K
4.26K $821K
Activity Summary
Buys All Purchases 82 New Holdings 20 Increased Positions 62 Sells All Sells 254 Reductions 254 Sold out 0 Options Calls 0 Puts 0
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