Forum Financial Management, LP Purchases in Q3 2024

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
STLD
Steel Dynamics Inc

Basic Materials
2
+ 0.07%
N/A
3.04K $298K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
3.06K
+ 29.41%
$7.63 - $12.31 $23.3K - $37.6K
13.5K $119K
LYB
Lyondell Basell Industries N.V.

Basic Materials
5
+ 0.16%
$92.56 - $99.46 $463 - $497
3.14K $301K
CHK
Chesapeake Energy Corp

Energy
1
+ 0.04%
$70.32 - $83.77 $70.3 - $83.8
2.65K $218K
Viper Energy Inc
4.67K
New
N/A
4.67K $0
AZN
Astrazeneca PLC

Healthcare
2
+ 0.02%
$76.67 - $87.62 $153 - $175
11.4K $886K
Veralto Corp
59
+ 2.55%
N/A
2.37K $0
Bunge Global Sa
1
+ 0.03%
N/A
3.19K $0
Te Connectivity PLC
3.32K
New
N/A
3.32K $0
Gsk PLC
5K
New
N/A
5K $0
VRSK
Verisk Analytics, Inc.

Industrials
5
+ 0.63%
$260.31 - $285.99 $1.3K - $1.43K
802 $214K
ABC
Amerisourcebergen Corp

Healthcare
3
+ 0.22%
N/A
1.35K $249K
Coherent Corp
2.93K
New
N/A
2.93K $0
Corpay Inc
1
+ 0.12%
N/A
841 $0
DFSE
Dimensional ETF Tr Dimen Emrgn
16.1K
+ 4.51%
N/A
373K $0
MOGA
Moog Inc Cla
1.05K
New
N/A
1.05K $0
FBHS
Fortune Brands Home & Security, Inc.

Industrials
5
+ 0.15%
N/A
3.3K $213K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
38.1K
+ 92.59%
N/A
79.2K $0
Ferguson Enterprises Inc
1.24K
New
N/A
1.24K $0
Labcorp Holdings Inc
1
+ 0.08%
N/A
1.27K $0
PKI
Perkinelmer Inc

Healthcare
1
+ 0.04%
N/A
2.33K $282K
Dimensional ETF Trust
194K
+ 3.81%
N/A
5.3M $0
Dimensional ETF Trust
269K
+ 1.95%
N/A
14.1M $0
RE
Everest Re Group LTD

Financial Services
1
+ 0.11%
N/A
911 $337K
Ge Vernova Inc
220
+ 6.94%
N/A
3.39K $0
DFSU
Dimensional ETF Tr Dimen Us Su
2.93K
+ 0.74%
N/A
398K $0
Liberty Media Corp Del
2
+ 0.05%
N/A
3.8K $0
Cooper Cos Inc
1.85K
New
N/A
1.85K $0
DFSI
Dimensional ETF Tr Dimen Intl
6.22K
+ 2.24%
N/A
285K $0
Smurfit Westrock PLC
6.04K
New
N/A
6.04K $0
Ge Healthcare Technologies I
314
+ 5.44%
N/A
6.08K $0
ANSS
Ansys Inc

Technology
6
+ 0.64%
$296.54 - $331.25 $1.78K - $1.99K
946 $301K
NXST
Nexstar Media Group, Inc.

Communication Services
1
+ 0.08%
$154.25 - $184.79 $154 - $185
1.29K $213K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.37K
+ 18.82%
$11.03 - $18.11 $37.1K - $61K
21.3K $238K
WING
Wingstop Inc.

Consumer Cyclical
6
+ 0.93%
$352.46 - $427.92 $2.11K - $2.57K
652 $271K
FHN
First Horizon Corp

Financial Services
9
+ 0.08%
$14.63 - $17.45 $132 - $157
11.8K $183K
HMC
Honda Motor CO LTD

Consumer Cyclical
587
+ 1.34%
$29.02 - $33.61 $17K - $19.7K
44.5K $1.41M
ADT
Adt Inc.

Industrials
28
+ 0.27%
$6.87 - $7.9 $192 - $221
10.3K $74K
CPRT
Copart Inc

Consumer Cyclical
124
+ 2.3%
$49.19 - $55.54 $6.1K - $6.89K
5.52K $289K
ET
Energy Transfer LP

Energy
1.04K
+ 0.84%
$15.43 - $16.44 $16K - $17K
124K $1.98M
EMR
Emerson Electric CO

Industrials
4
+ 0.08%
$98.19 - $118.87 $393 - $475
4.78K $522K
RJF
Raymond James Financial Inc

Financial Services
1
+ 0.02%
$106.39 - $125.13 $106 - $125
5.01K $613K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2K
+ 498.5%
$150.73 - $974.56 $301K - $1.95M
2.4K $382K
SNAP
Snap Inc

Communication Services
5.79K
+ 49.25%
$8.29 - $16.84 $48K - $97.6K
17.6K $187K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
28
+ 1.22%
$194.69 - $239.18 $5.45K - $6.7K
2.33K $485K
FN
Fabrinet

Technology
1
+ 0.1%
$193.84 - $273.5 $194 - $274
1.01K $237K
GRTS
Gritstone Bio, Inc.

Healthcare
4.75K
+ 1.9%
$0.45 - $0.71 $2.14K - $3.37K
255K $147K
COTY
Coty Inc.

Consumer Defensive
1
+ 0.01%
$8.83 - $10.44 $8.83 - $10.4
14.4K $135K
NWSA
News Corp

Communication Services
5
+ 0.05%
$25.41 - $28.44 $127 - $142
9.99K $265K
Activity Summary
Buys All Purchases 451 New Holdings 74 Increased Positions 377 Sells All Sells 219 Reductions 219 Sold out 0 Options Calls 0 Puts 0
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