Strategic Equity Management Purchases and Sells in Q4 2024

Strategic Equity Management

$208 Million
Q4 2024

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	224K + 3314.78%	$61.68 - $67.87 $13.8M - $15.2M	230K $14.4M
VV	14.8K + 25.6%	$260.27 - $280.65 $3.85M - $4.15M	72.5K $19.6M
ITOT	26.6K + 42.02%	$124.26 - $134.12 $3.3M - $3.57M	89.9K $11.6M
IJR	21.5K + 766.08%	$113.92 - $127.38 $2.45M - $2.74M	24.3K $2.8M
SPY	2.97K + 6.08%	$567.81 - $607.81 $1.68M - $1.8M	51.7K $30.3M
IWV	2.9K + 6.13%	$323.08 - $349.08 $938K - $1.01M	50.3K $16.8M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UPS	9.69K New	$122.65 - $138.35 $1.19M - $1.34M	9.69K $1.22M
AMZN	1.7K New	$180.88 - $232.93 $307K - $396K	1.7K $372K
PSN	3.53K New	$92.25 - $113.31 $326K - $400K	3.53K $326K
SCHF	16.9K New	$18.41 - $40.87 $311K - $690K	16.9K $312K
IBM	1.05K New	$204.9 - $238.04 $215K - $249K	1.05K $230K

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-40.7K - 73.89%	$49.79 - $51.14 $2.03M - $2.08M	14.4K $721K
MSFT	-550 - 11.14%	$406.35 - $454.46 $223K - $250K	4.39K $1.85M
FLQM	-3.67K - 20.17%	$54.15 - $58.81 $199K - $216K	14.5K $789K
IWL	-3.08K - 5.25%	$138.92 - $149.97 $428K - $463K	55.7K $8.06M
FYC	-2.66K - 19.15%	$72.19 - $84.64 $192K - $225K	11.2K $870K
MGC	-553 - 9.92%	$204.21 - $220.18 $113K - $122K	5.02K $1.07M

Activity Summary All Purchases 37 New Holdings 5 Increased Positions 32 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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