Zevin Asset Management LLC Purchases and Sells in Q4 2024

Zevin Asset Management LLC

$679 Million
Q4 2024

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
V	7.28K + 7.33%	$273.87 - $320.91 $1.99M - $2.33M	106K $33.7M
AMZN	8.98K + 7.24%	$180.88 - $232.93 $1.62M - $2.09M	133K $29.2M
CRWD	11.6K + 50.18%	$275.15 - $388.2 $3.19M - $4.5M	34.7K $11.9M
AAPL	10.6K + 7.24%	$221.69 - $259.02 $2.34M - $2.73M	156K $39.2M
GOOGL	13.4K + 14.01%	$161.86 - $196.66 $2.17M - $2.64M	109K $20.6M
EMR	13.1K + 9.48%	$108.13 - $134.33 $1.42M - $1.76M	151K $18.8M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DDOG	68.2K New	$113.98 - $168.65 $7.78M - $11.5M	68.2K $9.75M
T Rowe Price Capital Appreciat	14.1K New	N/A	14.1K $487K
Vanguard 500 Index	827 New	N/A	827 $449K
T Rowe Price Blue Chip Growht	2.01K New	N/A	2.01K $376K
Ft Mutual Quest Fund	15.4K New	N/A	15.4K $219K
BEP	9.48K New	$22.59 - $28.9 $214K - $274K	9.48K $216K

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UPS	-66.5K - 88.63%	$122.65 - $138.35 $8.16M - $9.2M	8.53K $1.08M
ULTA	-16K - 96.3%	$338.38 - $446.21 $5.42M - $7.14M	615 $267K
UL	-6.33K - 2.35%	$56.7 - $64.64 $359K - $409K	263K $14.9M
Linde	-82 - 0.21%	N/A	39.7K $16.6M
EL	-4.3K - 5.37%	$62.74 - $97.24 $269K - $418K	75.7K $5.68M
AMAT	-154 - 3.63%	$161.44 - $213.89 $24.9K - $32.9K	4.09K $665K

Activity Summary All Purchases 60 New Holdings 7 Increased Positions 53 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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