Wharton Business Group, LLC Purchases and Sells in Q3 2024

Wharton Business Group, LLC

$2.23 Billion
Q3 2024

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KBWB	428K + 27.43%	$53.15 - $59.61 $22.7M - $25.5M	1.99M $116M
VYM	148K + 19.85%	$117.9 - $128.2 $17.5M - $19M	895K $115M
VLUE	174K + 15.62%	$99.14 - $109.18 $17.3M - $19M	1.29M $141M
IFRA	410K + 37.54%	$41.55 - $46.97 $17M - $19.3M	1.5M $70.5M
RSP	88K + 46.12%	$162.83 - $179.16 $14.3M - $15.8M	279K $49.9M
VEU	229K + 34.45%	$56.47 - $63.69 $12.9M - $14.6M	895K $56.4M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SOXX	82.9K New	$199.29 - $265.49 $16.5M - $22M	82.9K $19.1M
GII	245K New	$54.45 - $61.92 $13.3M - $15.1M	245K $15.1M
INDA	242K New	$54.86 - $59.22 $13.3M - $14.3M	242K $14.1M
EMXC	228K New	$56.04 - $62.99 $12.8M - $14.4M	228K $13.9M
SMURFIT WESTROCK PLC	128K New	N/A	128K $6.31M
AMENTUM HOLDINGS INC	65.3K New	N/A	65.3K $2.11M

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFAV	-400K - 24.56%	$69.31 - $77.34 $27.7M - $31M	1.23M $94.3M
EEMA	-148K - 87.77%	$68.31 - $80.1 $10.1M - $11.8M	20.6K $1.61M
MCHI	-143K - 45.79%	$40.43 - $50.98 $5.78M - $7.29M	169K $8.62M
HDV	-49.9K - 22.49%	$107.62 - $118.76 $5.37M - $5.92M	172K $20.2M
JACOBS SOLUTIONS INC	-21.7K - 24.95%	N/A	65.3K $8.55M
JBHT	-19.3K - 67.93%	$155.54 - $176.97 $3M - $3.42M	9.12K $1.57M

Activity Summary All Purchases 43 New Holdings 11 Increased Positions 32 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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