Gries Financial LLC Purchases and Sells in Q4 2024

Gries Financial LLC

$494 Million
Q4 2024

Top Buys

Incresed Positions

130 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	78.5K + 694.83%	$96.64 - $101.23 $7.58M - $7.94M	89.8K $8.7M
DYNF	33K + 9.42%	$49.03 - $53.35 $1.62M - $1.76M	384K $19.7M
BMY	33.8K + 194.27%	$51.92 - $59.94 $1.76M - $2.03M	51.2K $2.9M
JEPQ	28.9K + 65.85%	$53.94 - $58.15 $1.56M - $1.68M	72.7K $4.1M
CGDV	43.1K + 530.27%	$35.16 - $37.12 $1.51M - $1.6M	51.2K $1.8M
JEPI	25.6K + 49.91%	$57.53 - $60.83 $1.47M - $1.56M	76.9K $4.42M

New Holdings

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EOG	14.6K New	$118.22 - $136.54 $1.73M - $1.99M	14.6K $1.79M
NKE	21.4K New	$73.36 - $89.13 $1.57M - $1.91M	21.4K $1.62M
ZBH	8.2K New	$101.77 - $113.02 $834K - $926K	8.2K $865K
BDX	3.79K New	$220.02 - $243.75 $834K - $924K	3.79K $860K
KRE	10.6K New	$54.6 - $68.9 $580K - $731K	10.6K $640K
PAVE	14.4K New	$40.41 - $45.95 $583K - $662K	14.4K $582K

Top Sells

Reduced Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL	-10.8K - 7.68%	$176.42 - $186.91 $1.9M - $2.01M	130K $23.1M
TLT	-15.7K - 29.52%	$87.1 - $98.49 $1.36M - $1.54M	37.4K $3.26M
ANGL	-41.6K - 58.47%	$28.6 - $29.27 $1.19M - $1.22M	29.6K $847K
FLOT	-19.4K - 44.94%	$50.73 - $51.08 $984K - $991K	23.8K $1.21M
CI	-368 - 5.98%	$265.59 - $358.58 $97.7K - $132K	5.79K $1.6M
AMGN	-94 - 1.17%	$258.78 - $328.31 $24.3K - $30.9K	7.97K $2.08M

Activity Summary All Purchases 164 New Holdings 34 Increased Positions 130 All Sells 90 Reductions 90 Sold out 0 Calls 0 Puts 0

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