Lyell Wealth Management, LP Purchases and Sells in Q4 2024

Lyell Wealth Management, LP

$1.1 Billion
Q4 2024

Top Buys

Incresed Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	1.45K + 0.91%	$180.88 - $232.93 $263K - $339K	162K $35.5M
TOL	41.3K + 682.63%	$123.8 - $167.8 $5.11M - $6.93M	47.3K $5.96M
SHOP	304 + 0.19%	$78.14 - $119.49 $23.8K - $36.3K	157K $16.7M
CRM	25 + 0.04%	$270.87 - $367.87 $6.77K - $9.2K	64.2K $21.5M
AAPL	438 + 0.24%	$221.69 - $259.02 $97.1K - $113K	185K $46.4M
TTD	19.2K + 24.27%	$108.7 - $139.51 $2.09M - $2.68M	98.3K $11.6M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PWR	9.52K New	$296.05 - $346.6 $2.82M - $3.3M	9.52K $3.01M
JCI	3.36K New	$74.23 - $86.6 $250K - $291K	3.36K $265K
IWD	1.32K New	$183.23 - $199.79 $242K - $264K	1.32K $244K
ARISTA NETWORKS INC COM SHS	2.04K New	N/A	2.04K $0

Top Sells

Reduced Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TGT	-24K - 68.82%	$121.59 - $160.69 $2.92M - $3.86M	10.9K $1.47M
UNH	-4.9K - 59.22%	$485.52 - $625.25 $2.38M - $3.07M	3.38K $1.71M
PEP	-16.8K - 54.91%	$151.29 - $176.1 $2.55M - $2.96M	13.8K $2.1M
CI	-8.32K - 73.39%	$265.59 - $358.58 $2.21M - $2.98M	3.02K $833K
SLB	-60.6K - 28.42%	$36.83 - $45.59 $2.23M - $2.76M	153K $5.85M
GWRE	-10K - 22.13%	$168.58 - $207.12 $1.69M - $2.07M	35.2K $5.93M

Activity Summary All Purchases 78 New Holdings 4 Increased Positions 74 All Sells 67 Reductions 67 Sold out 0 Calls 0 Puts 0

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