Fernwood Investment Management, LLC Incresed Positions in Q3 2024

Fernwood Investment Management, LLC

  • $303 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GNRC
Generac Holdings Inc.

Industrials
2.03K
+ 10.77%
$133.16 - $159.78 $270K - $324K
20.8K $3.31M
PM
Philip Morris International Inc.

Consumer Defensive
612
+ 1.87%
$101.25 - $127.45 $62K - $78K
33.3K $4.04M
HE
Hawaiian Electric Industries Inc

Utilities
60.3K
+ 82.83%
$7.74 - $17.51 $467K - $1.06M
133K $1.29M
SMG
Scotts Miracle Gro CO

Basic Materials
5K
+ 98.91%
$61.06 - $86.7 $305K - $434K
10.1K $871K
PLRX
Pliant Therapeutics, Inc.

Healthcare
16.9K
+ 3.4%
$10.52 - $14.35 $177K - $242K
513K $5.75M
MCD
Mcdonalds Corp

Consumer Cyclical
266
+ 4.01%
$245.82 - $304.51 $65.4K - $81K
6.9K $2.1M
TRUP
Trupanion, Inc.

Financial Services
5K
+ 33.33%
$27.67 - $48.57 $138K - $243K
20K $839K
DVY
Ishares Tr

ETFs
12
+ 0.08%
$119.99 - $135.74 $1.44K - $1.63K
15.9K $2.14M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
6.2K
+ 2.43%
$23.91 - $31.3 $148K - $194K
262K $6.66M
MDU
Mdu Resources Group Inc

Industrials
5
+ 0.01%
$24.1 - $27.68 $121 - $138
69.9K $1.92M
NEO
Neogenomics Inc

Healthcare
900
+ 1.02%
$13.4 - $17.73 $12.1K - $16K
89.5K $1.32M
XOM
Exxon Mobil Corp

Energy
25
+ 0.11%
$109.72 - $119.0 $2.74K - $2.98K
23K $2.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
150
+ 1.71%
$84.77 - $97.13 $12.7K - $14.6K
8.93K $854K
AVGO
Broadcom Inc.

Technology
1.84K
+ 954.4%
$136.27 - $1745.86 $251K - $3.22M
2.04K $351K
SOXX
Ishares Semiconductor ETF

ETFs
82
+ 8.89%
$199.29 - $265.49 $16.3K - $21.8K
1K $231K
Ishares Bitcoin Trust ETF
555
+ 6.15%
N/A
9.58K $0
Jasper Therapeutics Inc
3.43K
+ 6.93%
N/A
52.9K $0
Listed Fd Tr
400
+ 3.88%
N/A
10.7K $0
XLE
Energy Sector Spdr

ETFs
236
+ 1.14%
$84.35 - $93.39 $19.9K - $22K
21K $1.84M
ATEC
Alphatec Holdings, Inc.

Healthcare
20.3K
+ 28.6%
$5.45 - $11.87 $111K - $241K
91.3K $508K
GOOG
Alphabet Inc.

Communication Services
250
+ 1.25%
$149.54 - $192.66 $37.4K - $48.2K
20.3K $3.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
355
+ 5.35%
$217.89 - $392.15 $77.4K - $139K
6.99K $1.96M
ESTC
Elastic N.V.

Technology
350
+ 1.33%
$70.13 - $122.27 $24.5K - $42.8K
26.7K $2.05M
Activity Summary
Buys All Purchases 34 New Holdings 10 Increased Positions 24 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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