Sawtooth Solutions, LLC Incresed Positions in Q4 2023

Sawtooth Solutions, LLC

  • $3.64 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
IBN
Icici Bank LTD

Financial Services
2.41K
+ 10.18%
$22.04 - $24.69 $53K - $59.4K
26K $620K
BIIB
Biogen Inc.

Healthcare
270
+ 13.36%
$222.59 - $267.94 $60.1K - $72.3K
2.29K $592K
VTR
Ventas, Inc.

Real Estate
582
+ 10.43%
$39.65 - $50.95 $23.1K - $29.7K
6.16K $307K
TNK
Teekay Tankers Ltd.

Energy
255
+ 3.57%
$37.74 - $54.43 $9.62K - $13.9K
7.4K $369K
CRUS
Cirrus Logic, Inc.

Technology
2
+ 0.03%
$66.01 - $85.02 $132 - $170
7.67K $637K
ASX
Ase Technology Holding Co., Ltd.

Technology
1.35K
+ 4.54%
$7.36 - $9.45 $9.96K - $12.8K
31.2K $293K
EPD
Enterprise Products Partners L.P.

Energy
3.59K
+ 14.17%
$25.89 - $27.68 $93K - $99.4K
28.9K $762K
VMC
Vulcan Materials CO

Basic Materials
140
+ 9.76%
$193.69 - $227.01 $27.1K - $31.8K
1.57K $357K
INFY
Infosys LTD

Technology
2.25K
+ 10.77%
$16.32 - $18.8 $36.7K - $42.3K
23.2K $425K
CMCSA
Comcast Corp

Communication Services
2.98K
+ 2.28%
$39.15 - $44.7 $117K - $133K
133K $5.85M
CTSH
Cognizant Technology Solutions Corp

Technology
259
+ 4.37%
$63.3 - $76.17 $16.4K - $19.7K
6.19K $467K
WY
Weyerhaeuser CO

Real Estate
474
+ 4.06%
$28.55 - $35.1 $13.5K - $16.6K
12.1K $422K
NDAQ
Nasdaq, Inc.

Financial Services
429
+ 10.24%
$47.25 - $58.24 $20.3K - $25K
4.62K $268K
PWP
Perella Weinberg Partners

Financial Services
2.44K
+ 15.1%
$9.41 - $12.63 $22.9K - $30.8K
18.6K $227K
RMR
Rmr Group Inc.

Real Estate
234
+ 1.54%
$21.82 - $28.51 $5.11K - $6.67K
15.4K $434K
DGX
Quest Diagnostics Inc

Healthcare
244
+ 13.21%
$120.62 - $141.12 $29.4K - $34.4K
2.09K $288K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
81
+ 2.38%
$83.18 - $108.13 $6.74K - $8.76K
3.49K $376K
IGV
Ishares Expanded Tech Software

ETFs
1
+ 0.1%
$329.19 - $408.79 $329 - $409
956 $387K
KB
Kb Financial Group Inc.

Financial Services
1.41K
+ 14.59%
$38.15 - $42.64 $53.7K - $60K
11K $457K
UWMC
Uwm Holdings Corp

Financial Services
350
+ 1.39%
$4.61 - $7.32 $1.61K - $2.56K
25.6K $183K
BSY
Bentley Systems Inc

Technology
997
+ 22.05%
$47.95 - $53.98 $47.8K - $53.8K
5.52K $287K
HIG
Hartford Financial Services Group, Inc.

Financial Services
168
+ 3.36%
$69.51 - $81.04 $11.7K - $13.6K
5.16K $415K
RNG
Ring Central, Inc.

Technology
467
+ 4.54%
$25.3 - $34.97 $11.8K - $16.3K
10.8K $365K
CGCP
Capital Group Core Plus Income

ETFs
949
+ 3.01%
$21.01 - $22.93 $19.9K - $21.8K
32.4K $736K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
15
+ 1.36%
$872.0 - $995.92 $13.1K - $14.9K
1.12K $1.07M
WBS
Webster Financial Corp

Financial Services
12
+ 0.22%
$36.81 - $53.17 $442 - $638
5.4K $274K
CM
Canadian Imperial Bank Of Commerce

Financial Services
17
+ 0.29%
$34.73 - $48.81 $590 - $830
5.89K $283K
BNDX
Vanguard Total International B

ETFs
863
+ 10.22%
$47.38 - $50.85 $40.9K - $43.9K
9.31K $459K
DFSV
Dimensional ETF Tr Dimensional

ETFs
80
+ 0.58%
$23.61 - $29.53 $1.89K - $2.36K
13.9K $405K
GPN
Global Payments Inc

Industrials
189
+ 7.15%
$102.78 - $129.26 $19.4K - $24.4K
2.83K $359K
KMI
Kinder Morgan, Inc.

Energy
1.62K
+ 6.74%
$16.03 - $17.85 $26K - $28.9K
25.7K $452K
HWM
Howmet Aerospace Inc.

Industrials
326
+ 7.09%
$43.09 - $54.21 $14K - $17.7K
4.92K $266K
AJG
Arthur J. Gallagher & Co.

Financial Services
324
+ 4.91%
$220.11 - $252.92 $71.3K - $81.9K
6.92K $1.56M
USRT
Ishares Core U.S. Reit ETF

ETFs
21
+ 0.3%
$44.09 - $55.2 $926 - $1.16K
6.99K $379K
ROL
Rollins Inc

Consumer Cyclical
197
+ 2.94%
$32.92 - $43.77 $6.49K - $8.62K
6.91K $301K
RJF
Raymond James Financial Inc

Financial Services
216
+ 9.22%
$91.83 - $113.67 $19.8K - $24.6K
2.56K $285K
ES
Eversource Energy

Utilities
443
+ 7.14%
$52.46 - $63.53 $23.2K - $28.1K
6.65K $410K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
141
+ 0.53%
$31.25 - $34.63 $4.41K - $4.88K
26.7K $914K
VONV
Vanguard Russell 1000 Value Et

ETFs
293
+ 6.06%
$63.06 - $72.78 $18.5K - $21.3K
5.13K $372K
ODFL
Old Dominion Freight Line, Inc.

Industrials
137
+ 8.04%
$368.46 - $425.76 $50.5K - $58.3K
1.84K $746K
FDS
Factset Research Systems Inc

Financial Services
44
+ 6.57%
$420.42 - $477.05 $18.5K - $21K
714 $340K
DTE
Dte Energy CO

Utilities
2
+ 0.05%
$94.2 - $113.32 $188 - $227
4.34K $478K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
62
+ 0.43%
$24.91 - $29.38 $1.54K - $1.82K
14.5K $423K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
489
+ 1.26%
$21.11 - $22.55 $10.3K - $11K
39.4K $883K
EVRG
Evergy, Inc.

Utilities
553
+ 5.86%
$48.05 - $53.37 $26.6K - $29.5K
10K $521K
PFG
Principal Financial Group Inc

Financial Services
97
+ 1.92%
$66.88 - $79.58 $6.49K - $7.72K
5.16K $405K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
327
+ 4.65%
$27.56 - $33.11 $9.01K - $10.8K
7.36K $240K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
752
+ 9.09%
$27.9 - $33.35 $21K - $25.1K
9.03K $300K
RPAY
Repay Holdings Corp

Technology
2.74K
+ 17.36%
$5.86 - $8.72 $16.1K - $23.9K
18.6K $158K
Activity Summary
Buys All Purchases 601 New Holdings 130 Increased Positions 471 Sells All Sells 430 Reductions 430 Sold out 0 Options Calls 0 Puts 0
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