Lyell Wealth Management, LP Purchases and Sells in Q1 2024

Lyell Wealth Management, LP

$978 Million
Q1 2024

Top Buys

Incresed Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	693 + 0.46%	$144.57 - $180.38 $100K - $125K	152K $27.4M
ASML	42 + 0.25%	$700.29 - $1047.39 $29.4K - $44K	16.9K $16.4M
VEEV	2.18K + 3.83%	$185.19 - $234.79 $404K - $512K	59.1K $13.7M
AMD	122 + 0.16%	$135.32 - $211.38 $16.5K - $25.8K	75.7K $13.7M
CAT	82 + 0.24%	$278.63 - $366.43 $22.8K - $30K	34.5K $12.7M
TSM	2.82K + 5.23%	$99.13 - $149.2 $280K - $421K	56.8K $7.73M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TMUS	7.22K New	$160.41 - $167.42 $1.16M - $1.21M	7.22K $1.18M
IWV	1.37K New	$268.36 - $300.08 $368K - $411K	1.37K $411K
VIG	1.74K New	$168.47 - $182.98 $294K - $319K	1.74K $318K
GE	1.43K New	$124.06 - $180.12 $177K - $257K	1.43K $250K
AMAT	1.2K New	$149.0 - $212.61 $179K - $256K	1.2K $248K
VEA	4.58K New	$46.21 - $50.27 $212K - $230K	4.58K $229K

Top Sells

Reduced Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NKE	-327 - 0.37%	$92.58 - $107.18 $30.3K - $35K	87.3K $8.2M
EQIX	-1.68K - 39.66%	$788.39 - $913.66 $1.33M - $1.54M	2.56K $2.11M
BA	-3.9K - 61.47%	$179.84 - $251.76 $701K - $981K	2.44K $471K
IBDP	-34K - 12.09%	$24.89 - $25.05 $847K - $853K	248K $6.2M
HON	-1.85K - 3.69%	$193.01 - $209.0 $357K - $387K	48.3K $9.91M
GNRC	-4.17K - 40.98%	$110.09 - $130.47 $459K - $544K	6K $756K

Activity Summary All Purchases 99 New Holdings 10 Increased Positions 89 All Sells 67 Reductions 67 Sold out 0 Calls 0 Puts 0

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