Wsfs Capital Management, LLC Sells in Q4 2024

Wsfs Capital Management, LLC

  • $1.83 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CZFS
Citizens Financial Services Inc

Financial Services
-109K
- 94.34%
$52.33 - $73.4 $5.68M - $7.97M
6.52K $412K
CAC
Camden National Corp

Financial Services
-154K
- 96.38%
$38.75 - $49.57 $5.95M - $7.61M
5.78K $246K
BMY
Bristol Myers Squibb CO

Healthcare
-115K
- 93.8%
$51.92 - $59.94 $5.97M - $6.89M
7.59K $429K
SLB
Schlumberger Limited

Energy
-169K
- 85.49%
$36.83 - $45.59 $6.24M - $7.72M
28.7K $1.1M
CRL
Charles River Laboratories International, Inc.

Healthcare
-33.9K
- 94.93%
$178.58 - $220.69 $6.04M - $7.47M
1.81K $333K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-67.9K
- 95.18%
$77.25 - $91.3 $5.24M - $6.2M
3.44K $293K
CCI
Crown Castle International Corp

Real Estate
-62.9K
- 87.88%
$89.78 - $119.11 $5.64M - $7.49M
8.67K $786K
PRU
Prudential Financial Inc

Financial Services
-47.7K
- 88.79%
$114.59 - $129.52 $5.47M - $6.18M
6.03K $714K
CACI
Caci International Inc

Technology
-13.2K
- 94.32%
N/A
796 $340K
PAYC
Paycom Software, Inc.

Technology
-25.5K
- 91.29%
$159.94 - $240.25 $4.09M - $6.14M
2.44K $499K
ED
Consolidated Edison Inc

Utilities
-56.3K
- 96.12%
$88.87 - $107.38 $5M - $6.05M
2.27K $202K
CAT
Caterpillar Inc

Industrials
-13.6K
- 87.56%
$360.37 - $416.88 $4.91M - $5.68M
1.94K $701K
ADBE
Adobe Inc.

Technology
-10.3K
- 60.13%
$437.39 - $552.96 $4.51M - $5.71M
6.84K $3.04M
ECL
Ecolab Inc.

Basic Materials
-18.7K
- 59.22%
$234.32 - $261.43 $4.39M - $4.9M
12.9K $3.02M
IT
Gartner Inc

Technology
-8.86K
- 91.2%
$481.22 - $551.8 $4.26M - $4.89M
854 $413K
ISRG
Intuitive Surgical Inc

Healthcare
-7.98K
- 79.28%
$471.27 - $550.62 $3.76M - $4.39M
2.09K $1.09M
FFIV
F5, Inc.

Technology
-16.3K
- 92.16%
$213.56 - $263.36 $3.49M - $4.3M
1.39K $349K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-31.7K
- 89.05%
$124.26 - $134.12 $3.94M - $4.25M
3.9K $501K
AMAT
Applied Materials Inc

Technology
-24.4K
- 59.44%
$161.44 - $213.89 $3.94M - $5.22M
16.6K $2.71M
ABC
Amerisourcebergen Corp

Healthcare
-20.9K
- 80.74%
N/A
4.98K $922K
TRMB
Trimble Inc.

Technology
-49K
- 90.91%
$60.21 - $75.4 $2.95M - $3.69M
4.9K $346K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5.71K
- 90.99%
$563.99 - $620.12 $3.22M - $3.54M
565 $321K
BDX
Becton Dickinson & CO

Healthcare
-14.2K
- 61.44%
$220.02 - $243.75 $3.13M - $3.47M
8.94K $2.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.45K
- 17.64%
$567.81 - $607.81 $3.09M - $3.31M
25.4K $14.9M
TXN
Texas Instruments Inc

Technology
-16.1K
- 62.11%
N/A
9.83K $1.91M
XLU
Utilities Sector Spdr

ETFs
-40.9K
- 88.67%
$74.89 - $82.93 $3.07M - $3.4M
5.23K $395K
AJG
Arthur J. Gallagher & Co.

Financial Services
-10.9K
- 75.31%
$278.49 - $315.16 $3.04M - $3.44M
3.58K $1.01M
SU
Suncor Energy Inc

Energy
-86.1K
- 93.01%
$34.5 - $41.53 $2.97M - $3.57M
6.47K $230K
AKAM
Akamai Technologies Inc

Technology
-32.5K
- 80.76%
N/A
7.75K $704K
SYK
Stryker Corp

Healthcare
-7.88K
- 44.16%
$345.14 - $392.15 $2.72M - $3.09M
9.97K $3.59M
TT
Trane Technologies PLC

Industrials
-7.3K
- 88.19%
$369.35 - $419.14 $2.7M - $3.06M
978 $361K
NVO
Novo Nordisk A S

Healthcare
-30.5K
- 78.37%
$85.0 - $120.04 $2.59M - $3.66M
8.41K $723K
UNP
Union Pacific Corp

Industrials
-11.3K
- 39.09%
$223.15 - $249.32 $2.51M - $2.81M
17.6K $4M
MPWR
Monolithic Power Systems Inc

Technology
-4.33K
- 90.88%
$560.06 - $942.58 $2.42M - $4.08M
434 $256K
ETN
Eaton Corp PLC

Industrials
-6.66K
- 83.26%
$326.96 - $377.52 $2.18M - $2.52M
1.34K $444K
CTVA
Corteva, Inc.

Basic Materials
-38.8K
- 49.95%
$55.21 - $64.13 $2.14M - $2.49M
38.9K $2.22M
EEM
Ishares Msci Emerging Markets

ETFs
-51.9K
- 90.19%
$41.82 - $47.36 $2.17M - $2.46M
5.65K $236K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-23.3K
- 21.61%
$90.66 - $99.46 $2.11M - $2.32M
84.5K $7.68M
SPGI
S&P Global Inc.

Financial Services
-4.01K
- 70.24%
$480.36 - $529.17 $1.92M - $2.12M
1.7K $845K
GRMN
Garmin LTD

Technology
-9.64K
- 86.17%
$161.91 - $220.77 $1.56M - $2.13M
1.55K $319K
RSG
Republic Services, Inc.

Industrials
-8.72K
- 64.81%
$198.0 - $218.75 $1.73M - $1.91M
4.73K $951K
PFFA
Etfis Ser Tr I

ETFs
-79.6K
- 84.03%
$21.82 - $23.21 $1.74M - $1.85M
15.1K $331K
DRI
Darden Restaurants Inc

Consumer Cyclical
-9.11K
- 86.33%
$155.96 - $188.66 $1.42M - $1.72M
1.44K $269K
DE
Deere & CO

Industrials
-3.83K
- 81.02%
$389.45 - $466.0 $1.49M - $1.79M
898 $380K
SCHQ
Schwab Strategic Tr Long Term

ETFs
-51.2K
- 66.56%
$31.33 - $35.13 $1.6M - $1.8M
25.7K $808K
COST
Costco Wholesale Corp

Consumer Defensive
-1.59K
- 16.72%
$873.59 - $994.69 $1.39M - $1.58M
7.93K $7.27M
EMR
Emerson Electric CO

Industrials
-11.3K
- 43.92%
$108.13 - $134.33 $1.22M - $1.52M
14.4K $1.79M
SCHW
Schwab Charles Corp

Financial Services
-16.6K
- 77.53%
$63.31 - $82.85 $1.05M - $1.37M
4.81K $355K
RPRX
Royalty Pharma PLC

Healthcare
-47.4K
- 83.88%
$24.28 - $28.39 $1.15M - $1.34M
9.1K $232K
Activity Summary
Buys All Purchases 160 New Holdings 1 Increased Positions 159 Sells All Sells 160 Reductions 160 Sold out 0 Options Calls 0 Puts 2
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