Zuckerman Investment Group, LLC Purchases in Q3 2024

Zuckerman Investment Group, LLC

  • $928 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PTLO
Portillo'S Inc.

Consumer Cyclical
593K
+ 48.37%
$8.88 - $13.54 $5.27M - $8.03M
1.82M $24.6M
CMPO
Compo Secure, Inc.

Industrials
824K
New
$6.89 - $14.0 $5.68M - $11.5M
824K $11.5M
CSWI
Csw Industrials, Inc.

Industrials
256
+ 0.29%
$263.55 - $370.84 $67.5K - $94.9K
88K $32.3M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2.5K
+ 0.54%
$29.24 - $45.37 $73.2K - $114K
464K $20.9M
AVTR
Avantor, Inc.

Basic Materials
17K
+ 1.85%
$20.58 - $27.7 $350K - $471K
935K $24.2M
DIS
Walt Disney CO

Communication Services
42.1K
+ 129.55%
$85.6 - $98.61 $3.61M - $4.15M
74.6K $7.18M
META
Meta Platforms, Inc.

Communication Services
97
+ 0.25%
$453.41 - $572.44 $44K - $55.5K
39.4K $22.6M
AAPL
Apple Inc.

Technology
2.13K
+ 2.26%
$207.23 - $234.82 $441K - $500K
96.4K $22.4M
SBUX
Starbucks Corp

Consumer Cyclical
87
+ 0.08%
$72.51 - $98.6 $6.31K - $8.58K
113K $11.1M
ABBV
Abb Vie Inc.

Healthcare
446
+ 0.59%
$163.84 - $199.33 $73.1K - $88.9K
76.6K $15.1M
SHYF
Shyft Group, Inc.

Industrials
17.5K
+ 1.39%
$10.16 - $16.77 $178K - $294K
1.28M $16M
VEA
Vanguard Ftse Developed Market

ETFs
3.38K
+ 1.27%
$47.6 - $53.31 $161K - $180K
269K $14.2M
DVN
Devon Energy Corp

Energy
25K
New
$37.87 - $48.65 $947K - $1.22M
25K $977K
VO
Vanguard Mid Cap ETF

ETFs
744
+ 2.3%
$237.84 - $263.83 $177K - $196K
33K $8.72M
BMY
Bristol Myers Squibb CO

Healthcare
8.2K
+ 19.01%
$39.66 - $51.75 $325K - $424K
51.3K $2.66M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.32K
+ 1.34%
$320.55 - $412.94 $423K - $545K
99.5K $38.7M
TSLA
Tesla, Inc.

Consumer Cyclical
514
+ 4.73%
$191.76 - $263.26 $98.6K - $135K
11.4K $2.98M
ABT
Abbott Laboratories

Healthcare
608
+ 0.84%
$100.07 - $118.13 $60.8K - $71.8K
72.9K $8.32M
XLF
Financial Sector Spdr

ETFs
374
+ 0.21%
$40.84 - $45.74 $15.3K - $17.1K
177K $8.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
186
+ 0.78%
$475.2 - $527.7 $88.4K - $98.2K
24K $12.6M
CLF
Cleveland Cliffs Inc.

Basic Materials
64K
+ 128.0%
$10.91 - $16.21 $698K - $1.04M
114K $1.46M
IBM
International Business Machines Corp

Technology
12
+ 0.1%
$175.1 - $223.38 $2.1K - $2.68K
11.8K $2.6M
VTWO
Vanguard Russell 2000 ETF

ETFs
19
+ 0.03%
$81.17 - $90.77 $1.54K - $1.72K
72.4K $6.47M
JPM
Jpmorgan Chase & CO

Financial Services
100
+ 0.17%
$194.9 - $224.8 $19.5K - $22.5K
60.6K $12.8M
AAP
Advance Auto Parts Inc

Consumer Cyclical
114K
+ 70.47%
$38.53 - $64.44 $4.4M - $7.36M
276K $10.8M
HPE
Hewlett Packard Enterprise CO

Technology
22K
New
$16.1 - $21.44 $354K - $472K
22K $450K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
4.72K
+ 0.47%
$15.79 - $18.51 $74.6K - $87.4K
1.01M $17.1M
HD
Home Depot, Inc.

Consumer Cyclical
72
+ 1.53%
$333.64 - $405.2 $24K - $29.2K
4.79K $1.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
484
+ 39.38%
$517.38 - $573.86 $250K - $278K
1.71K $983K
XLU
Utilities Sector Spdr

ETFs
771
+ 4.08%
$67.67 - $80.78 $52.2K - $62.3K
19.7K $1.59M
CEG
Constellation Energy Corp

Utilities
10
+ 0.23%
$167.08 - $262.86 $1.67K - $2.63K
4.43K $1.15M
JNJ
Johnson & Johnson

Healthcare
58
+ 0.36%
$145.48 - $167.38 $8.44K - $9.71K
16K $2.6M
PATH
Ui Path, Inc.

Technology
19K
+ 52.78%
$10.75 - $13.24 $204K - $252K
55K $704K
ORCL
Oracle Corp

Technology
68
+ 0.86%
$125.9 - $170.35 $8.56K - $11.6K
7.95K $1.35M
TTD
Trade Desk, Inc.

Technology
2
+ 0.01%
$83.08 - $110.79 $166 - $222
20K $2.19M
CIEN
Ciena Corp

Technology
1.5K
+ 15.79%
$45.77 - $62.46 $68.7K - $93.7K
11K $677K
CLOV
Clover Health Investments, Corp.

Healthcare
78K
New
$1.2 - $3.5 $93.6K - $273K
78K $219K
ACN
Accenture PLC

Technology
612
New
$295.44 - $355.81 $181K - $218K
612 $216K
CARR
Carrier Global Corp

Industrials
2.62K
New
$61.9 - $80.88 $162K - $212K
2.62K $211K
XLRE
Select Sector Spdr Tr Real Est

ETFs
192
+ 0.6%
$38.04 - $45.36 $7.3K - $8.71K
32.3K $1.44M
CDW
Cdw Corp

Technology
270
+ 0.45%
$206.67 - $239.84 $55.8K - $64.8K
60.1K $13.6M
NMRK
Newmark Group, Inc.

Real Estate
794
+ 2.19%
$9.84 - $15.9 $7.81K - $12.6K
37K $575K
UNH
Unitedhealth Group Inc

Healthcare
64
+ 3.12%
$488.01 - $604.18 $31.2K - $38.7K
2.12K $1.24M
VZ
Verizon Communications Inc

Communication Services
514
+ 1.16%
$38.89 - $45.0 $20K - $23.1K
44.9K $2.02M
MA
Mastercard Inc

Financial Services
59
+ 2.31%
$429.6 - $500.99 $25.3K - $29.6K
2.61K $1.29M
PEP
Pepsico Inc

Consumer Defensive
475
+ 3.56%
$161.9 - $179.3 $76.9K - $85.2K
13.8K $2.35M
BWAY
Brainsway Ltd.

Healthcare
15K
New
$5.8 - $9.24 $87.1K - $139K
15K $138K
VMEO
Vimeo, Inc.

Technology
1.19K
+ 1.25%
$3.55 - $5.35 $4.24K - $6.39K
96.6K $487K
TMO
Thermo Fisher Scientific Inc.

Healthcare
6
+ 0.37%
$531.86 - $624.21 $3.19K - $3.75K
1.62K $1M
Activity Summary
Buys All Purchases 89 New Holdings 9 Increased Positions 80 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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