Lyell Wealth Management, LP New Holdings in Q3 2024

Lyell Wealth Management, LP

  • $1.09 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BR
Broadridge Financial Solutions, Inc.

Technology
19.6K
New
$196.56 - $218.55 $3.86M - $4.29M
19.6K $4.22M
VRT
Vertiv Holdings CO

Industrials
15.3K
New
$86.66 - $86.66 $1.32M - $1.32M
15.3K $1.32M
TCOM
Trip.Com Group LTD

Consumer Cyclical
4K
New
$39.32 - $61.32 $157K - $245K
4K $237K
WY
Weyerhaeuser CO

Real Estate
6.81K
New
$27.05 - $33.84 $184K - $231K
6.81K $230K
ENB
Enbridge Inc

Energy
5.58K
New
$35.27 - $41.18 $197K - $230K
5.58K $226K
ILMN
Illumina, Inc.

Healthcare
1.61K
New
$105.28 - $135.9 $170K - $219K
1.61K $210K
ACN
Accenture PLC

Technology
590
New
$295.44 - $355.81 $174K - $210K
590 $208K
KMI
Kinder Morgan, Inc.

Energy
9.2K
New
$19.72 - $22.22 $181K - $204K
9.2K $203K
Lam Research Corp Com New
560
New
N/A
560 $0
Reddit Inc Cl A
7.84K
New
N/A
7.84K $0
Activity Summary
Buys All Purchases 80 New Holdings 11 Increased Positions 69 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lyell Wealth Management, LP Portfolio

Follow Lyell Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lyell Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Lyell Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email