Rothschild Investment LLC Reduced Holdings in Q4 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STNE
Stone Co Ltd.

Technology
-170
- 68.0%
$7.88 - $11.59 $1.34K - $1.97K
80 $638K
ROL
Rollins Inc

Consumer Cyclical
-24
- 10.39%
$46.35 - $51.59 $1.11K - $1.24K
207 $9.59M
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
-30
- 46.15%
$56.46 - $67.59 $1.69K - $2.03K
35 $2.2M
SPSC
Sps Commerce Inc

Technology
-9
- 21.95%
$165.0 - $198.81 $1.49K - $1.79K
32 $5.89M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-70
- 44.3%
$16.36 - $22.16 $1.15K - $1.55K
88 $1.47M
MYGN
Myriad Genetics Inc

Healthcare
-60
- 66.67%
$13.17 - $27.03 $790 - $1.62K
30 $411K
NIO
Nio Inc.

Consumer Cyclical
-200
- 40.0%
$4.31 - $7.21 $862 - $1.44K
300 $1.31M
PCH
Potlatchdeltic Corp

Real Estate
-40
- 53.33%
$38.4 - $44.89 $1.54K - $1.8K
35 $1.37M
EVH
Evolent Health, Inc.

Healthcare
-10
- 9.09%
$10.71 - $27.14 $107 - $271
100 $1.13M
NHI
National Health Investors Inc

Real Estate
-20
- 50.0%
$68.83 - $83.01 $1.38K - $1.66K
20 $1.39M
KRYS
Krystal Biotech, Inc.

Healthcare
-8
- 32.0%
$156.64 - $199.61 $1.25K - $1.6K
17 $2.66M
EQNR
Equinor Asa

Energy
-24
- 3.13%
$21.88 - $27.12 $525 - $651
743 $17.6M
FBP
First Bancorp

Financial Services
-75
- 45.45%
$18.31 - $22.2 $1.37K - $1.67K
90 $1.67M
DYN
Dyne Therapeutics, Inc.

Healthcare
-30
- 33.33%
$23.56 - $35.55 $707 - $1.07K
60 $1.41M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
-20
- 44.44%
N/A
25 $788K
ORA
Ormat Technologies, Inc.

Utilities
-20
- 40.0%
$67.12 - $83.84 $1.34K - $1.68K
30 $2.03M
NOK
Nokia Corp

Technology
-480
- 9.2%
$4.13 - $4.95 $1.98K - $2.38K
4.74K $21M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
-15
- 42.86%
N/A
20 $1.13M
PBF
Pbf Energy Inc.

Energy
-50
- 47.62%
$25.15 - $33.71 $1.26K - $1.69K
55 $1.46M
KROS
Keros Therapeutics, Inc.

Healthcare
-5
- 12.5%
$15.64 - $70.0 $78.2 - $350
35 $554K
ALIT
Alight, Inc.

Technology
-225
- 51.14%
$6.73 - $8.46 $1.51K - $1.9K
215 $1.49M
HL
Hecla Mining CO

Basic Materials
-125
- 19.08%
$4.86 - $7.53 $608 - $941
530 $2.6M
ICUI
Icu Medical Inc

Healthcare
-7
- 28.0%
$153.2 - $183.79 $1.07K - $1.29K
18 $2.79M
OPCH
Option Care Health, Inc.

Healthcare
-20
- 12.5%
$21.74 - $31.64 $435 - $633
140 $3.25M
RXO
Rxo, Inc.
-50
- 36.76%
$23.46 - $31.9 $1.17K - $1.6K
86 $2.05M
WLK
Westlake Corp

Basic Materials
-1
- 2.17%
$113.23 - $148.98 $113 - $149
45 $5.16M
JNPR
Juniper Networks Inc

Technology
-35
- 12.28%
$35.08 - $39.26 $1.23K - $1.37K
250 $9.36M
FIS
Fidelity National Information Services, Inc.

Technology
-9
- 2.65%
$80.14 - $90.95 $721 - $819
331 $26.7M
NEOG
Neogen Corp

Healthcare
-65
- 32.5%
$11.64 - $16.4 $757 - $1.07K
135 $1.64M
LXP
Lxp Industrial Trust

Real Estate
-145
- 51.79%
$8.12 - $9.89 $1.18K - $1.43K
135 $1.1M
RIG
Transocean Ltd.

Energy
-380
- 76.92%
$3.47 - $4.67 $1.32K - $1.77K
114 $428K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-50
- 71.43%
$27.09 - $32.06 $1.35K - $1.6K
20 $560K
JELD
Jeld Wen Holding, Inc.

Industrials
-90
- 75.0%
$8.06 - $16.22 $725 - $1.46K
30 $246K
YOU
Clear Secure, Inc.

Technology
-40
- 44.44%
$25.61 - $38.45 $1.02K - $1.54K
50 $1.33M
ASGN
Asgn Inc

Technology
-15
- 37.5%
$83.2 - $100.79 $1.25K - $1.51K
25 $2.08M
SGRY
Surgery Partners, Inc.

Healthcare
-35
- 43.75%
$19.61 - $33.03 $686 - $1.16K
45 $953K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
-30
- 54.55%
$32.86 - $61.64 $986 - $1.85K
25 $822K
HOLX
Hologic Inc

Healthcare
-12
- 15.0%
$70.76 - $83.72 $849 - $1K
68 $4.9M
FUTU
Futu Holdings LTD

Financial Services
-16
- 76.19%
$79.99 - $128.93 $1.28K - $2.06K
5 $400K
SJW
Sjw Group

Utilities
-25
- 62.5%
$49.07 - $60.38 $1.23K - $1.51K
15 $738K
XLK
Technology Sector Spdr

ETFs
-16
- 5.06%
$220.26 - $241.44 $3.52K - $3.86K
300 $69.8M
ACLS
Axcelis Technologies Inc

Technology
-5
- 14.29%
$69.18 - $105.1 $346 - $526
30 $2.1M
DT
Dynatrace, Inc.

Technology
-30
- 45.45%
$51.09 - $59.6 $1.53K - $1.79K
36 $1.96M
AVDE
American Centy ETF Tr Avantis

ETFs
-7
- 3.78%
$60.9 - $66.69 $426 - $467
178 $10.9M
BNL
Broadstone Net Lease, Inc.

Real Estate
-55
- 28.21%
$15.86 - $18.7 $872 - $1.03K
140 $2.22M
WEX
Wex Inc.

Technology
-5
- 33.33%
$167.45 - $216.67 $837 - $1.08K
10 $1.75M
CWK
Cushman & Wakefield PLC

Real Estate
-90
- 23.38%
$12.34 - $15.48 $1.11K - $1.39K
295 $3.86M
ABM
Abm Industries Inc

Industrials
-25
- 41.67%
$50.32 - $58.61 $1.26K - $1.47K
35 $1.79M
ANDE
Andersons, Inc.

Consumer Defensive
-25
- 71.43%
$39.75 - $50.0 $994 - $1.25K
10 $405K
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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