Wormser Freres Gestion Purchases and Sells in Q4 2024

Wormser Freres Gestion

$168 Billion
Q4 2024

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	8.32K + 82.48%	$406.35 - $454.46 $3.38M - $3.78M	18.4K $7.86B
PTC	168 + 0.35%	$175.97 - $201.89 $29.6K - $33.9K	48.1K $8.91B
ISRG	167 + 8.73%	$471.27 - $550.62 $78.7K - $92K	2.08K $1.13B
IAU	3.19K + 8.35%	$48.37 - $52.65 $154K - $168K	41.4K $2.08B
UNH	284 + 1136.0%	$485.52 - $625.25 $138K - $178K	309 $159M
LLY	197 + 144.85%	$727.2 - $932.06 $143K - $184K	333 $259M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APTIV PLC	46.2K New	N/A	46.2K $2.8B
KLAC	188 New	$614.46 - $829.55 $116K - $156K	188 $119M
ABT	274 New	$111.93 - $119.39 $30.7K - $32.7K	274 $32.1M
VEEV	99 New	$201.81 - $250.45 $20K - $24.8K	99 $21.7M
GRAIL INC	1 New	N/A	1 $20K

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ALC	-759 - 0.82%	$83.87 - $99.15 $63.7K - $75.3K	92K $7.68B
ACN	-766 - 2.66%	$343.9 - $376.86 $263K - $289K	28K $9.93B
RACE	-113 - 4.17%	$422.83 - $490.34 $47.8K - $55.4K	2.6K $1.11B
JCI	-1.51K - 79.93%	$74.23 - $86.6 $112K - $130K	378 $31.1M
ITRI	-562 - 23.18%	$101.26 - $124.45 $56.9K - $69.9K	1.86K $205M
QIAGEN NV	-751 - 3.51%	N/A	20.6K $923M

Sold Out

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APTV	-60.1K Closed	$52.11 - $71.76 $3.13M - $4.31M	0 $0
JNJ	-23 Closed	$143.34 - $165.86 $3.3K - $3.81K	0 $0

Activity Summary All Purchases 22 New Holdings 5 Increased Positions 17 All Sells 19 Reductions 17 Sold out 2 Calls 0 Puts 0

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