Tortoise Investment Management, LLC Incresed Positions in Q3 2024

Tortoise Investment Management, LLC

  • $905 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ZWS
Zurn Water Solutions Corp

Industrials
117
+ 13.62%
$28.61 - $35.94 $3.35K - $4.2K
976 $35K
CVS
Cvs Health Corp

Healthcare
13
+ 0.54%
$55.81 - $63.18 $726 - $821
2.44K $153K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
27
+ 12.92%
$107.74 - $140.72 $2.91K - $3.8K
236 $33K
SMG
Scotts Miracle Gro CO

Basic Materials
32
+ 12.36%
$61.06 - $86.7 $1.95K - $2.77K
291 $25K
AZPN
Aspen Technology, Inc.

Technology
17
+ 13.28%
$172.9 - $239.26 $2.94K - $4.07K
145 $34K
RSG
Republic Services, Inc.

Industrials
44
+ 68.75%
$189.34 - $208.21 $8.33K - $9.16K
108 $21K
ALLE
Allegion PLC

Industrials
26
+ 13.54%
$114.67 - $145.7 $2.98K - $3.79K
218 $31K
AMGN
Amgen Inc

Healthcare
18
+ 5.77%
$309.38 - $337.38 $5.57K - $6.07K
330 $106K
BND
Vanguard Bd Index Fd Inc Total

ETFs
48
+ 2.64%
$71.45 - $75.64 $3.43K - $3.63K
1.86K $139K
THO
Thor Industries Inc

Consumer Cyclical
38
+ 13.33%
$91.4 - $109.97 $3.47K - $4.18K
323 $35K
DHR
Danaher Corp

Healthcare
10
+ 6.1%
$239.25 - $280.76 $2.39K - $2.81K
174 $48K
NDSN
Nordson Corp

Industrials
16
+ 11.43%
$225.0 - $262.63 $3.6K - $4.2K
156 $40K
PFE
Pfizer Inc

Healthcare
145
+ 3.55%
$27.7 - $31.39 $4.02K - $4.55K
4.23K $122K
IEF
Ishares Barclays

ETFs
38
+ 4.36%
$92.67 - $99.14 $3.52K - $3.77K
910 $89K
SITE
Site One Landscape Supply, Inc.

Industrials
20
+ 13.7%
$115.64 - $153.52 $2.31K - $3.07K
166 $25K
EXPO
Exponent Inc

Industrials
29
+ 13.18%
$93.45 - $115.28 $2.71K - $3.34K
249 $28K
DUK
Duke Energy Corp

Utilities
28
+ 8.38%
$99.35 - $117.71 $2.78K - $3.3K
362 $41K
BSY
Bentley Systems Inc

Technology
114
+ 13.69%
$44.79 - $51.95 $5.11K - $5.92K
947 $48K
ROL
Rollins Inc

Consumer Cyclical
89
+ 5.15%
$45.93 - $51.4 $4.09K - $4.57K
1.82K $91K
WMT
Walmart Inc.

Consumer Defensive
47
+ 16.67%
$66.91 - $81.4 $3.14K - $3.83K
329 $26K
WRB
Berkley W R Corp

Financial Services
309
+ 66.59%
$51.54 - $79.62 $15.9K - $24.6K
773 $43K
WSO
Watsco Inc

Industrials
10
+ 13.51%
$448.73 - $519.89 $4.49K - $5.2K
84 $41K
AON
Aon PLC

Financial Services
8
+ 17.02%
$293.16 - $351.06 $2.35K - $2.81K
55 $19K
OKE
Oneok Inc

Energy
7
+ 1.26%
$78.62 - $95.27 $550 - $667
564 $51K
CHH
Choice Hotels International Inc

Consumer Cyclical
26
+ 10.4%
$117.06 - $133.72 $3.04K - $3.48K
276 $35K
KEY
Keycorp

Financial Services
13
+ 0.59%
$13.95 - $17.34 $181 - $225
2.22K $37K
TDY
Teledyne Technologies Inc

Technology
2
+ 2.7%
$381.47 - $437.71 $763 - $875
76 $33K
O
Realty Income Corp

Real Estate
8
+ 1.96%
$52.36 - $63.42 $419 - $507
416 $26K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2
+ 0.29%
$38.04 - $45.36 $76.1 - $90.7
696 $31K
JKHY
Henry Jack & Associates Inc

Technology
22
+ 13.41%
$160.87 - $177.06 $3.54K - $3.9K
186 $32K
CCI
Crown Castle International Corp

Real Estate
6
+ 2.91%
$95.29 - $120.24 $572 - $721
212 $25K
CHE
Chemed Corp

Healthcare
5
+ 12.82%
$527.82 - $600.97 $2.64K - $3K
44 $26K
KLAC
Kla Corp

Technology
6
+ 100.0%
$696.17 - $892.35 $4.18K - $5.35K
12 $9K
UL
Unilever PLC

Consumer Defensive
9
+ 1.89%
$54.7 - $65.59 $492 - $590
486 $31K
MO
Altria Group, Inc.

Consumer Defensive
4
+ 0.56%
$45.95 - $54.71 $184 - $219
723 $36K
BEPC
Brookfield Renewable Corp

Utilities
90
+ 52.63%
$26.92 - $32.89 $2.42K - $2.96K
261 $8K
BAX
Baxter International Inc

Healthcare
3
+ 0.54%
$32.85 - $40.26 $98.6 - $121
556 $21K
PTC
Ptc Inc.

Technology
15
+ 100.0%
$164.85 - $187.32 $2.47K - $2.81K
30 $5K
RIO
Rio Tinto PLC

Basic Materials
11
+ 2.5%
$59.71 - $71.21 $657 - $783
451 $32K
LUMN
Lumen Technologies, Inc.

Communication Services
75
+ 15.72%
$1.03 - $7.28 $77.3 - $546
552 $3K
FTNT
Fortinet, Inc.

Technology
30
+ 100.0%
$55.39 - $77.55 $1.66K - $2.33K
60 $4K
MDT
Medtronic PLC

Healthcare
18
+ 11.39%
$76.84 - $91.03 $1.38K - $1.64K
176 $15K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
35
+ 13.41%
$76.83 - $91.38 $2.69K - $3.2K
296 $24K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
35
+ 1.56%
$8.03 - $9.1 $281 - $319
2.28K $20K
ROK
Rockwell Automation, Inc

Industrials
6
+ 100.0%
$248.27 - $294.37 $1.49K - $1.77K
12 $3K
LECO
Lincoln Electric Holdings Inc

Industrials
2
+ 0.36%
$173.3 - $211.48 $347 - $423
559 $107K
CRL
Charles River Laboratories International, Inc.

Healthcare
17
+ 12.98%
$187.96 - $245.29 $3.2K - $4.17K
148 $29K
DRI
Darden Restaurants Inc

Consumer Cyclical
1
+ 0.97%
$138.06 - $172.74 $138 - $173
104 $17K
INSP
Inspire Medical Systems, Inc.

Healthcare
5
+ 100.0%
$125.79 - $216.71 $629 - $1.08K
10 $2K
Activity Summary
Buys All Purchases 291 New Holdings 42 Increased Positions 249 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 9 Puts 2
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