Tortoise Investment Management, LLC Purchases in Q4 2024

Tortoise Investment Management, LLC

  • $895 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ZBRA
Zebra Technologies Corp

Technology
80
+ 9.27%
$360.09 - $411.94 $28.8K - $33K
943 $364K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
413
New
$87.56 - $119.8 $36.2K - $49.5K
413 $45K
LII
Lennox International Inc

Industrials
72
+ 72.73%
$589.36 - $678.43 $42.4K - $48.8K
171 $104K
VIS
Vanguard Industrial ETF

ETFs
175
+ 41.18%
$254.39 - $279.7 $44.5K - $48.9K
600 $152K
XLF
Financial Sector Spdr

ETFs
502
+ 10.84%
$44.89 - $51.34 $22.5K - $25.8K
5.14K $248K
XLB
Select Sector Spdr Fd Material

ETFs
440
New
$83.8 - $97.58 $36.9K - $42.9K
440 $37K
AXP
American Express CO

Financial Services
15
+ 1.19%
$267.35 - $305.57 $4.01K - $4.58K
1.28K $379K
VCR
Vanguard Consumer Discretionar

ETFs
54
+ 12.13%
$328.51 - $401.37 $17.7K - $21.7K
499 $187K
VFH
Vanguard Financial ETF

ETFs
240
+ 26.49%
$108.87 - $126.2 $26.1K - $30.3K
1.15K $135K
MA
Mastercard Inc

Financial Services
47
+ 16.85%
$491.3 - $536.15 $23.1K - $25.2K
326 $171K
AMP
Ameriprise Financial Inc

Financial Services
7
+ 1.5%
$473.15 - $574.01 $3.31K - $4.02K
475 $252K
WRB
Berkley W R Corp

Financial Services
540
+ 69.86%
$56.48 - $64.94 $30.5K - $35.1K
1.31K $76K
META
Meta Platforms, Inc.

Communication Services
17
+ 1.32%
$554.08 - $632.68 $9.42K - $10.8K
1.3K $768K
BSY
Bentley Systems Inc

Technology
728
+ 76.87%
$46.59 - $51.09 $33.9K - $37.2K
1.68K $78K
AVSD
American Centy ETF Tr Avantis

ETFs
1K
+ 19.72%
$55.57 - $59.89 $55.6K - $59.9K
6.07K $337K
AZPN
Aspen Technology, Inc.

Technology
110
+ 75.86%
$231.19 - $253.16 $25.4K - $27.8K
255 $63K
DVY
Ishares Tr

ETFs
255
+ 19.84%
$129.55 - $143.41 $33K - $36.6K
1.54K $202K
ZWS
Zurn Water Solutions Corp

Industrials
755
+ 77.36%
$35.79 - $40.92 $27K - $30.9K
1.73K $64K
WSO
Watsco Inc

Industrials
64
+ 76.19%
$466.57 - $568.78 $29.9K - $36.4K
148 $70K
DTE
Dte Energy CO

Utilities
292
+ 39.78%
$117.04 - $129.77 $34.2K - $37.9K
1.03K $123K
ADP
Automatic Data Processing Inc

Industrials
63
+ 8.94%
$280.08 - $307.97 $17.6K - $19.4K
768 $224K
POOL
Pool Corp

Industrials
92
+ 79.31%
$339.32 - $390.03 $31.2K - $35.9K
208 $70K
VCIT
Vanguard Intermediate Term Cor

ETFs
344
New
$80.13 - $83.77 $27.6K - $28.8K
344 $27K
ETN
Eaton Corp PLC

Industrials
83
+ 29.23%
$326.96 - $377.52 $27.1K - $31.3K
367 $121K
CHH
Choice Hotels International Inc

Consumer Cyclical
154
+ 55.8%
$128.7 - $152.73 $19.8K - $23.5K
430 $61K
JKHY
Henry Jack & Associates Inc

Technology
143
+ 76.88%
$171.12 - $186.18 $24.5K - $26.6K
329 $57K
TDY
Teledyne Technologies Inc

Technology
48
+ 63.16%
$436.59 - $489.24 $21K - $23.5K
124 $57K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
350
+ 65.67%
$70.12 - $75.48 $24.5K - $26.4K
883 $62K
SAIA
Saia Inc

Industrials
49
+ 76.56%
$411.44 - $569.08 $20.2K - $27.9K
113 $51K
ET
Energy Transfer LP

Energy
1K
+ 111.11%
$16.05 - $19.86 $16.1K - $19.9K
1.9K $37K
EFX
Equifax Inc

Industrials
112
+ 78.87%
$245.03 - $293.5 $27.4K - $32.9K
254 $64K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
129
+ 30.21%
$209.89 - $233.24 $27.1K - $30.1K
556 $118K
VOX
Vanguard Communication Service

ETFs
94
+ 10.25%
$144.31 - $163.57 $13.6K - $15.4K
1.01K $156K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
233
+ 78.72%
$83.95 - $99.75 $19.6K - $23.2K
529 $47K
AVSU
American Centy ETF Tr Avantis

ETFs
300
+ 6.77%
$64.29 - $69.59 $19.3K - $20.9K
4.73K $312K
KLAC
Kla Corp

Technology
36
+ 300.0%
$614.46 - $829.55 $22.1K - $29.9K
48 $30K
DFS
Discover Financial Services

Financial Services
1
+ 0.16%
$136.3 - $182.67 $136 - $183
609 $105K
VDC
Vanguard Consumer Staples ETF

ETFs
110
+ 29.65%
$210.96 - $223.62 $23.2K - $24.6K
481 $101K
THO
Thor Industries Inc

Consumer Cyclical
253
+ 78.33%
$94.35 - $115.54 $23.9K - $29.2K
576 $55K
CRL
Charles River Laboratories International, Inc.

Healthcare
115
+ 77.7%
$178.58 - $220.69 $20.5K - $25.4K
263 $48K
ALLE
Allegion PLC

Industrials
170
+ 77.98%
$130.63 - $153.36 $22.2K - $26.1K
388 $50K
VHT
Vanguard Health Care ETF

ETFs
155
+ 22.14%
$250.81 - $283.3 $38.9K - $43.9K
855 $216K
IBM
International Business Machines Corp

Technology
99
+ 3.79%
$204.9 - $238.04 $20.3K - $23.6K
2.71K $596K
ABT
Abbott Laboratories

Healthcare
182
+ 9.17%
$111.93 - $119.39 $20.4K - $21.7K
2.17K $245K
CRM
Salesforce, Inc.

Technology
24
+ 14.2%
$270.87 - $367.87 $6.5K - $8.83K
193 $64K
ROL
Rollins Inc

Consumer Cyclical
543
+ 29.88%
$46.35 - $51.59 $25.2K - $28K
2.36K $109K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
430
+ 39.52%
$55.42 - $61.69 $23.8K - $26.5K
1.52K $84K
BNDX
Vanguard Total International B

ETFs
356
New
$48.91 - $50.61 $17.4K - $18K
356 $17K
DFAS
Dimensional ETF Tr U S Small C

ETFs
157
+ 0.54%
$63.58 - $71.15 $9.98K - $11.2K
29.3K $1.9M
Activity Summary
Buys All Purchases 259 New Holdings 29 Increased Positions 230 Sells All Sells 156 Reductions 156 Sold out 0 Options Calls 3 Puts 3
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