Lyell Wealth Management, LP Purchases and Sells in Q3 2024

Lyell Wealth Management, LP

$1.09 Billion
Q3 2024

Top Buys

Incresed Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DHI	52 + 0.05%	$135.21 - $197.06 $7.03K - $10.2K	107K $20.4M
AAPL	576 + 0.31%	$207.23 - $234.82 $119K - $135K	185K $43.1M
META	650 + 1.34%	$453.41 - $572.44 $295K - $372K	49.1K $28.1M
LEN	2.79K + 3.67%	$142.5 - $192.45 $397K - $536K	78.6K $14.7M
IBDW	138K + 501.81%	$20.12 - $21.28 $2.78M - $2.94M	166K $3.52M
NOW	97 + 0.37%	$730.87 - $937.36 $70.9K - $90.9K	26.2K $23.4M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BR	19.6K New	$196.56 - $218.55 $3.86M - $4.29M	19.6K $4.22M
VRT	15.3K New	$86.66 - $86.66 $1.32M - $1.32M	15.3K $1.32M
TCOM	4K New	$39.32 - $61.32 $157K - $245K	4K $237K
WY	6.81K New	$27.05 - $33.84 $184K - $231K	6.81K $230K
ENB	5.58K New	$35.27 - $41.18 $197K - $230K	5.58K $226K
ILMN	1.61K New	$105.28 - $135.9 $170K - $219K	1.61K $210K

Top Sells

Reduced Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-26.9K - 4.11%	$98.91 - $134.91 $2.66M - $3.63M	628K $76.2M
BHP	-33.2K - 60.75%	$51.32 - $62.11 $1.7M - $2.06M	21.5K $1.33M
IBDP	-64.2K - 34.47%	$25.04 - $25.21 $1.61M - $1.62M	122K $3.08M
SLB	-6.97K - 3.17%	$39.57 - $49.67 $276K - $346K	213K $8.95M
NKE	-27.3K - 32.43%	$71.09 - $89.44 $1.94M - $2.45M	57K $5.04M
CVX	-5.28K - 9.2%	$137.88 - $161.97 $728K - $855K	52.1K $7.67M

Activity Summary All Purchases 80 New Holdings 11 Increased Positions 69 All Sells 63 Reductions 63 Sold out 0 Calls 0 Puts 0

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