Rothschild Investment LLC Incresed Positions in Q4 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UE
Urban Edge Properties

Real Estate
45
+ 14.75%
$20.94 - $23.6 $942 - $1.06K
350 $7.53M
OFC
Corporate Office Properties Trust

Real Estate
30
+ 26.09%
N/A
145 $4.49M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
15
+ 57.69%
$42.99 - $56.89 $645 - $853
41 $2.17M
ECVT
Ecovyst Inc.

Basic Materials
115
+ 85.19%
$6.15 - $8.62 $707 - $991
250 $1.91M
MATW
Matthews International Corp

Industrials
25
+ 38.46%
$21.36 - $31.54 $534 - $789
90 $2.49M
VAL
Valaris LTD

Energy
30
+ 100.0%
$40.92 - $56.38 $1.23K - $1.69K
60 $2.65M
UBSI
United Bankshares Inc

Financial Services
25
+ 26.32%
$35.53 - $43.29 $888 - $1.08K
120 $4.51M
FBNC
First Bancorp

Financial Services
20
+ 50.0%
$40.32 - $49.2 $806 - $984
60 $2.64M
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
70
+ 127.27%
$8.85 - $13.86 $620 - $970
125 $1.48M
SNEX
Stone X Group Inc.

Financial Services
5
+ 16.67%
$80.62 - $104.76 $403 - $524
35 $3.43M
DCGO
Doc Go Inc.

Healthcare
205
+ 195.24%
$3.11 - $4.51 $638 - $925
310 $1.31M
Arrivent Biopharma Inc Com
35
+ 350.0%
N/A
45 $1.2M
HSIC
Henry Schein Inc

Healthcare
15
+ 75.0%
$66.54 - $77.66 $998 - $1.16K
35 $2.42M
REZI
Resideo Technologies, Inc.

Industrials
20
+ 11.63%
$19.3 - $27.75 $386 - $555
192 $4.43M
FULT
Fulton Financial Corp

Financial Services
40
+ 25.81%
$16.97 - $21.99 $679 - $880
195 $3.76M
SIGI
Selective Insurance Group Inc

Financial Services
10
+ 20.0%
$90.05 - $102.09 $901 - $1.02K
60 $5.61M
SONO
Sonos Inc

Technology
50
+ 71.43%
$11.62 - $15.07 $581 - $754
120 $1.81M
DCO
Ducommun Inc

Industrials
15
+ 300.0%
$58.79 - $69.18 $882 - $1.04K
20 $1.27M
AVA
Avista Corp

Utilities
30
+ 40.0%
$35.46 - $39.23 $1.06K - $1.18K
105 $3.85M
SWX
Southwest Gas Holdings, Inc.

Utilities
15
+ 37.5%
$67.87 - $79.16 $1.02K - $1.19K
55 $3.89M
QCRH
Qcr Holdings Inc

Financial Services
10
+ 50.0%
$72.35 - $93.84 $724 - $938
30 $2.42M
IRBT
Irobot Corp

Consumer Cyclical
125
+ 357.14%
$6.21 - $10.41 $776 - $1.3K
160 $1.24M
FSLY
Fastly, Inc.

Technology
80
+ 84.21%
$6.33 - $11.34 $506 - $907
175 $1.65M
Mineralys Therapeutics Inc Com
75
+ 250.0%
N/A
105 $1.29M
GPS
Gap Inc

Consumer Cyclical
5
+ 0.97%
N/A
518 $12.2M
USPH
U S Physical Therapy Inc

Healthcare
10
+ 100.0%
$77.48 - $99.91 $775 - $999
20 $1.77M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
240
+ 114.29%
$2.78 - $3.73 $667 - $895
450 $1.53M
STEP
Step Stone Group Inc.

Financial Services
15
+ 27.27%
$57.28 - $69.32 $859 - $1.04K
70 $4.05M
GHC
Graham Holdings CO

Consumer Defensive
1
+ 100.0%
$771.16 - $960.36 $771 - $960
2 $1.74M
Disc Medicine Inc Com
10
+ 50.0%
N/A
30 $1.9M
UMBF
Umb Financial Corp

Financial Services
5
+ 11.11%
$101.15 - $127.6 $506 - $638
50 $5.64M
MUR
Murphy Oil Corp

Energy
45
+ 34.62%
$28.14 - $36.09 $1.27K - $1.62K
175 $5.3M
PEB
Pebblebrook Hotel Trust

Real Estate
65
+ 76.47%
$11.85 - $14.94 $770 - $971
150 $2.03M
MCB
Metropolitan Bank Holding Corp.

Financial Services
15
+ 300.0%
$50.16 - $67.3 $752 - $1.01K
20 $1.17M
WEAV
Weave Communications, Inc.

Technology
50
+ 142.86%
$12.47 - $16.19 $624 - $810
85 $1.35M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
10
+ 20.0%
$104.34 - $118.84 $1.04K - $1.19K
60 $6.26M
PD
Pager Duty, Inc.

Technology
50
+ 90.91%
$17.62 - $21.65 $881 - $1.08K
105 $1.92M
AIN
Albany International Corp

Consumer Cyclical
15
+ 42.86%
$67.92 - $87.46 $1.02K - $1.31K
50 $4M
TENB
Tenable Holdings, Inc.

Technology
25
+ 29.41%
$38.71 - $43.44 $968 - $1.09K
110 $4.33M
CXM
Sprinklr, Inc.

Technology
100
+ 166.67%
$6.98 - $9.42 $698 - $942
160 $1.35M
ACIW
Aci Worldwide, Inc.

Technology
15
+ 14.29%
$48.81 - $59.2 $732 - $888
120 $6.23M
HTLD
Heartland Express Inc

Industrials
80
+ 400.0%
$10.81 - $12.77 $865 - $1.02K
100 $1.12M
UNFI
United Natural Foods Inc

Consumer Defensive
5
+ 7.14%
$19.1 - $29.62 $95.5 - $148
75 $2.05M
RBBN
Ribbon Communications Inc.

Communication Services
190
+ 223.53%
$3.11 - $4.3 $591 - $817
275 $1.14M
LC
Lending Club Corp

Financial Services
5
+ 3.03%
$11.15 - $17.91 $55.8 - $89.6
170 $2.75M
SFNC
Simmons First National Corp

Financial Services
35
+ 25.93%
$21.01 - $25.53 $735 - $894
170 $3.77M
CAC
Camden National Corp

Financial Services
20
+ 400.0%
$38.75 - $49.57 $775 - $991
25 $1.07M
DAN
Dana Inc

Consumer Cyclical
65
+ 59.09%
$7.67 - $13.0 $499 - $845
175 $2.02M
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
8
+ 266.67%
$132.63 - $210.23 $1.06K - $1.68K
11 $1.47M
Activity Summary
Buys All Purchases 1499 New Holdings 211 Increased Positions 1288 Sells All Sells 759 Reductions 756 Sold out 3 Options Calls 0 Puts 0
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