Logan Capital Management Inc Purchases in Q4 2024

Logan Capital Management Inc

  • $2.28 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CME
Cme Group Inc.

Financial Services
15
+ 5.68%
$221.17 - $246.02 $3.32K - $3.69K
279 $64K
UBER
Uber Technologies, Inc

Technology
103
New
$59.93 - $86.34 $6.17K - $8.89K
103 $6K
PAYX
Paychex Inc

Industrials
3
+ 0.34%
$135.86 - $148.73 $408 - $446
884 $123K
SPG
Simon Property Group Inc

Real Estate
3
+ 0.24%
$167.23 - $183.84 $502 - $552
1.28K $219K
SLB
Schlumberger Limited

Energy
126
New
$36.83 - $45.59 $4.64K - $5.74K
126 $4K
QUAL
Ishares Msci Usa Quality Facto

ETFs
23
New
$176.42 - $186.91 $4.06K - $4.3K
23 $4K
PEG
Public Service Enterprise Group Inc

Utilities
55
New
$81.87 - $94.51 $4.5K - $5.2K
55 $4K
FNF
Fidelity National Financial, Inc.

Financial Services
76
New
$55.19 - $63.83 $4.19K - $4.85K
76 $4K
FDX
Fedex Corp

Industrials
2
+ 0.44%
$260.5 - $305.15 $521 - $610
457 $128K
SPYG
Spdr Portfolio

ETFs
40
New
$81.74 - $91.38 $3.27K - $3.66K
40 $3K
HRB
H&R Block Inc

Consumer Cyclical
64
New
$52.14 - $63.36 $3.34K - $4.06K
64 $3K
NTRS
Northern Trust Corp

Financial Services
9
+ 10.59%
$88.4 - $111.16 $796 - $1K
94 $9K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
34
New
$70.54 - $79.61 $2.4K - $2.71K
34 $2K
UNM
Unum Group

Financial Services
35
New
$58.88 - $77.07 $2.06K - $2.7K
35 $2K
CMCSA
Comcast Corp

Communication Services
64
New
$37.39 - $45.14 $2.39K - $2.89K
64 $2K
WSO
Watsco Inc

Industrials
6
New
$466.57 - $568.78 $2.8K - $3.41K
6 $2K
FQAL
Fidelity Covington Tr Quality

ETFs
36
New
$64.43 - $68.47 $2.32K - $2.46K
36 $2K
STX
Seagate Technology Holdings PLC

Technology
25
New
$86.31 - $112.64 $2.16K - $2.82K
25 $2K
NI
Nisource Inc.

Utilities
13
+ 1.48%
$33.74 - $38.25 $439 - $497
891 $32K
ABNB
Airbnb, Inc.

Consumer Cyclical
9
New
$125.36 - $147.37 $1.13K - $1.33K
9 $1K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7
New
$201.32 - $217.44 $1.41K - $1.52K
7 $1K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
54
New
$22.39 - $23.45 $1.21K - $1.27K
54 $1K
VGIT
Vanguard Intermediate Term Tre

ETFs
18
New
$57.78 - $60.4 $1.04K - $1.09K
18 $1K
WEC
Wec Energy Group, Inc.

Utilities
15
New
$92.94 - $101.82 $1.39K - $1.53K
15 $1K
AZN
Astrazeneca PLC

Healthcare
16
New
$63.2 - $79.58 $1.01K - $1.27K
16 $1K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
31
New
$51.09 - $55.27 $1.58K - $1.71K
31 $1K
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 16.67%
$244.52 - $284.07 $1.47K - $1.7K
42 $10K
PCG
Pg&E Corp

Utilities
75
New
$19.2 - $21.63 $1.44K - $1.62K
75 $1K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
17
New
$88.59 - $94.57 $1.51K - $1.61K
17 $1K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25
New
$61.68 - $67.87 $1.54K - $1.7K
25 $1K
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.37%
$216.13 - $242.4 $1.3K - $1.45K
1.65K $363K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
13
New
$91.94 - $100.02 $1.2K - $1.3K
13 $1K
VLO
Valero Energy Corp

Energy
2
New
$118.59 - $144.02 $237 - $288
2 $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
16
New
$25.74 - $53.78 $412 - $860
16 $0
XLE
Energy Sector Spdr

ETFs
1
+ 2.63%
$83.32 - $97.27 $83.3 - $97.3
39 $3K
XLI
Industrial Sector Spdr

ETFs
1
+ 4.0%
$131.76 - $143.99 $132 - $144
26 $3K
PNR
Pentair PLC

Industrials
6
New
$95.0 - $109.21 $570 - $655
6 $0
PDD
Pinduoduo Inc.

Consumer Cyclical
3
New
$94.39 - $154.27 $283 - $463
3 $0
Sharkninja Inc
976
+ 4.87%
N/A
21K $0
WTW
Willis Towers Watson PLC

Financial Services
3
New
$287.99 - $332.53 $864 - $998
3 $0
PANW
Palo Alto Networks Inc

Technology
2
New
$181.96 - $405.9 $364 - $812
2 $0
SO
Southern CO

Utilities
11
+ 5.24%
$81.5 - $94.15 $897 - $1.04K
221 $18K
SU
Suncor Energy Inc

Energy
2
+ 0.96%
$34.5 - $41.53 $69 - $83.1
210 $7K
VRT
Vertiv Holdings CO

Industrials
3
New
N/A
3 $0
Tamboran Res Corp
18
New
N/A
18 $0
TSN
Tyson Foods, Inc.

Consumer Defensive
6
New
$57.14 - $64.54 $343 - $387
6 $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
0
New
$71.75 - $75.11 $0 - $0
0 $0
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.06%
$261.5 - $284.63 $262 - $285
1.64K $433K
TSCO
Tractor Supply CO

Consumer Cyclical
20
+ 400.0%
$52.59 - $303.74 $1.05K - $6.07K
25 $1K
Activity Summary
Buys All Purchases 178 New Holdings 89 Increased Positions 89 Sells All Sells 197 Reductions 196 Sold out 1 Options Calls 0 Puts 0
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