Rothschild Investment LLC Sells in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RCUS
Arcus Biosciences, Inc.

Healthcare
-10
- 18.18%
$7.85 - $15.24 $78.5 - $152
45 $353K
LPI
Laredo Petroleum, Inc.

Energy
-5
- 14.29%
N/A
30 $637K
VYGR
Voyager Therapeutics, Inc.

Healthcare
-65
- 68.42%
$3.38 - $6.04 $220 - $393
30 $101K
EVCM
Ever Commerce Inc.

Technology
-35
- 38.89%
$8.95 - $11.02 $313 - $386
55 $554K
IEX
Idex Corp

Industrials
-1
- 11.11%
$178.23 - $224.31 $178 - $224
8 $1.45M
Teekay Tankers LTD Cl A
-10
- 33.33%
N/A
20 $765K
CRBU
Caribou Biosciences, Inc.

Healthcare
-195
- 54.17%
$0.88 - $1.88 $172 - $367
165 $151K
COUR
Coursera, Inc.

Consumer Defensive
-10
- 5.41%
$6.66 - $9.69 $66.6 - $96.9
175 $1.17M
WSBF
Waterstone Financial, Inc.

Financial Services
-30
- 75.0%
$12.11 - $14.75 $363 - $443
10 $135K
DCO
Ducommun Inc

Industrials
-5
- 25.0%
$56.57 - $69.9 $283 - $350
15 $870K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1
- 0.37%
$156.61 - $168.02 $157 - $168
266 $42.7M
STOK
Stoke Therapeutics, Inc.

Healthcare
-25
- 50.0%
$6.65 - $12.74 $166 - $319
25 $166K
CNXN
Pc Connection Inc

Technology
-5
- 50.0%
$59.79 - $74.22 $299 - $371
5 $312K
SHEN
Shenandoah Telecommunications CO

Communication Services
-30
- 50.0%
$10.5 - $13.48 $315 - $404
30 $377K
EVR
Evercore Inc.

Financial Services
-1
- 50.0%
$190.28 - $291.27 $190 - $291
1 $200K
ACCO
Acco Brands Corp

Industrials
-25
- 10.87%
$4.19 - $5.65 $105 - $141
205 $859K
Digitalbridge Group Inc Cl A New
-10
- 9.52%
N/A
95 $838K
KRO
Kronos Worldwide Inc

Basic Materials
-25
- 38.46%
$7.38 - $10.03 $185 - $251
40 $299K
AZTA
Azenta, Inc.

Healthcare
-5
- 50.0%
$34.61 - $54.75 $173 - $274
5 $173K
HONE
Harbor One Bancorp, Inc.

Financial Services
-20
- 25.0%
$10.37 - $12.54 $207 - $251
60 $622K
ENTA
Enanta Pharmaceuticals Inc

Healthcare
-55
- 68.75%
$4.82 - $8.49 $265 - $467
25 $138K
SHYF
Shyft Group, Inc.

Industrials
-20
- 50.0%
$8.09 - $12.59 $162 - $252
20 $162K
LASR
Nlight, Inc.

Technology
-25
- 62.5%
$7.77 - $12.05 $194 - $301
15 $117K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-3
Closed
$80.4 - $106.5 $241 - $320
0 $0
Kyverna Therapeutics Inc Com
-55
- 52.38%
N/A
50 $97K
BCBP
Bcb Bancorp Inc

Financial Services
-20
- 50.0%
$9.52 - $11.89 $190 - $238
20 $197K
BV
Bright View Holdings, Inc.

Industrials
-5
- 7.69%
$12.27 - $16.15 $61.3 - $80.8
60 $770K
BWMN
Bowman Consulting Group Ltd.

Industrials
-10
- 66.67%
$18.39 - $26.53 $184 - $265
5 $109K
CVGW
Calavo Growers Inc

Consumer Defensive
-10
- 66.67%
$21.47 - $25.5 $215 - $255
5 $120K
BFS
Saul Centers, Inc.

Real Estate
-5
- 16.67%
$35.47 - $38.54 $177 - $193
25 $902K
OABI
Omniab Inc Com
-60
- 60.0%
N/A
40 $96K
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
-20
- 36.36%
$5.53 - $9.09 $111 - $182
35 $207K
LEGH
Legacy Housing Corp

Consumer Cyclical
-10
- 40.0%
$22.54 - $28.49 $225 - $285
15 $378K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-25
- 41.67%
$3.77 - $6.08 $94.3 - $152
35 $134K
PLL
Piedmont Lithium Inc.

Basic Materials
-20
- 50.0%
$6.3 - $9.91 $126 - $198
20 $126K
CPNG
Coupang, Inc.

Consumer Cyclical
-10
- 50.0%
$21.34 - $25.52 $213 - $255
10 $219K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
-5
- 50.0%
$24.77 - $35.6 $124 - $178
5 $124K
Tourmaline Bio Inc Com
-5
- 20.0%
N/A
20 $304K
UTL
Unitil Corp

Utilities
-5
- 20.0%
$52.01 - $57.87 $260 - $289
20 $1.15M
FRBA
First Bank (Nj) Common Stock

Financial Services
-15
- 50.0%
$13.07 - $15.69 $196 - $235
15 $222K
TBPH
Theravance Biopharma, Inc.

Healthcare
-15
- 12.0%
$8.44 - $10.47 $127 - $157
110 $982K
DBI
Designer Brands Inc.

Consumer Cyclical
-15
- 20.0%
$3.25 - $5.93 $48.8 - $88.9
60 $219K
DLHC
Dlh Holdings Corp.

Industrials
-10
- 28.57%
$4.05 - $8.08 $40.5 - $80.8
25 $101K
IEMG
Ishares Inc

ETFs
-94
- 3.35%
N/A
2.71K $146M
RGP
Resources Connection, Inc.

Industrials
-5
- 7.69%
$6.54 - $9.08 $32.7 - $45.4
60 $392K
OLP
One Liberty Properties Inc

Real Estate
-5
- 20.0%
$25.14 - $27.51 $126 - $138
20 $525K
CHD
Church & Dwight CO Inc

Consumer Defensive
-17
- 5.33%
$101.42 - $113.2 $1.72K - $1.92K
302 $33.2M
RBB
Rbb Bancorp

Financial Services
-5
- 33.33%
N/A
10 $165K
RGR
Sturm Ruger & CO Inc

Industrials
-5
- 33.33%
N/A
10 $393K
Activity Summary
Buys All Purchases 1741 New Holdings 181 Increased Positions 1560 Sells All Sells 663 Reductions 660 Sold out 3 Options Calls 0 Puts 0
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