Zacks Investment Management Reduced Holdings in Q4 2024

Zacks Investment Management

  • $10.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-10K
- 5.66%
$28.56 - $30.02 $287K - $302K
167K $4.8M
HCAT
Health Catalyst, Inc.

Healthcare
-29.6K
- 10.0%
$6.9 - $9.02 $204K - $267K
267K $1.88M
WTFC
Wintrust Financial Corp

Financial Services
-19.4K
- 16.36%
$104.15 - $138.5 $2.02M - $2.69M
99.2K $12.4M
EWQ
Ishares Msci France ETF

ETFs
-4.84K
- 8.52%
$35.5 - $39.81 $172K - $193K
52K $1.87M
ALLO
Allogene Therapeutics, Inc.

Healthcare
-35.7K
- 6.92%
$1.84 - $3.22 $65.7K - $115K
481K $1.02M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-4.13K
- 3.37%
$44.87 - $46.86 $185K - $194K
119K $5.32M
BTU
Peabody Energy Corp

Energy
-1.74K
- 2.7%
$19.81 - $29.8 $34.5K - $51.9K
62.8K $1.32M
HL
Hecla Mining CO

Basic Materials
-7.63K
- 4.02%
$4.86 - $7.53 $37.1K - $57.5K
182K $894K
KLAC
Kla Corp

Technology
-392
- 54.83%
$614.46 - $829.55 $241K - $325K
323 $203K
VST
Vistra Corp.

Utilities
-7.37K
- 21.25%
$115.74 - $166.61 $853K - $1.23M
27.3K $3.77M
KRO
Kronos Worldwide Inc

Basic Materials
-18K
- 35.56%
$9.64 - $12.96 $174K - $234K
32.7K $318K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-17.3K
- 15.38%
$101.51 - $140.63 $1.75M - $2.43M
95.1K $11.9M
RUN
Sunrun Inc.

Technology
-4.49K
- 15.08%
$9.13 - $17.5 $41K - $78.6K
25.3K $234K
EPC
Edgewell Personal Care CO

Consumer Defensive
-5.74K
- 14.5%
$33.5 - $38.25 $192K - $220K
33.8K $1.14M
KRYS
Krystal Biotech, Inc.

Healthcare
-369
- 3.91%
$156.64 - $199.61 $57.8K - $73.7K
9.08K $1.42M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-5.02K
- 19.38%
$22.4 - $29.88 $112K - $150K
20.9K $469K
EWY
Ishares Inc Msci South Korea E

ETFs
-1.94K
- 13.99%
$50.89 - $63.57 $98.7K - $123K
11.9K $606K
MTG
Mgic Investment Corp

Financial Services
-4.14K
- 4.33%
$23.32 - $26.4 $96.5K - $109K
91.4K $2.17M
EWI
Ishares Inc Msci Italy ETF

ETFs
-3.26K
- 6.25%
$35.52 - $39.19 $116K - $128K
48.9K $1.76M
SPXC
Spx Corp

Industrials
-1.37K
- 26.16%
$143.2 - $181.56 $196K - $249K
3.87K $563K
NYT
New York Times CO

Communication Services
-2.23K
- 5.36%
$52.01 - $56.83 $116K - $127K
39.4K $2.05M
ELV
Elevance Health, Inc.

Healthcare
-291
- 29.6%
$365.96 - $514.62 $106K - $150K
692 $255K
LILA
Liberty Latin America Ltd.

Communication Services
-2.32K
- 3.43%
$6.16 - $10.4 $14.3K - $24.1K
65.3K $415K
ONTO
Onto Innovation Inc.

Technology
-422
- 12.11%
$158.54 - $225.02 $66.9K - $95K
3.06K $510K
VIG
Vanguard Dividend Appreciation

ETFs
-1.11K
- 23.98%
N/A
3.52K $641K
EWL
Ishares Inc Msci Switzerlnd

ETFs
-1.4K
- 6.38%
$45.73 - $51.84 $64.1K - $72.6K
20.6K $944K
SPNS
Sapiens International Corp N V

Technology
-522
- 2.94%
$26.74 - $39.48 $14K - $20.6K
17.2K $462K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.07K
- 11.65%
$59.25 - $72.99 $63.2K - $77.9K
8.1K $483K
KEYS
Keysight Technologies, Inc.

Technology
-1.22K
- 28.11%
$149.01 - $172.53 $181K - $210K
3.11K $499K
UUUU
Energy Fuels Inc

Energy
-8.27K
- 2.08%
$5.11 - $7.29 $42.2K - $60.3K
389K $1.99M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-153
- 1.95%
$72.97 - $96.75 $11.2K - $14.8K
7.71K $572K
INTC
Intel Corp

Technology
-4.41K
- 23.37%
$19.07 - $26.23 $84.1K - $116K
14.5K $290K
OSCR
Oscar Health, Inc.

Healthcare
-30
- 0.16%
$13.38 - $20.63 $401 - $619
19K $255K
MMSI
Merit Medical Systems Inc

Healthcare
-1.35K
- 16.77%
$93.76 - $105.52 $126K - $142K
6.68K $645K
UNP
Union Pacific Corp

Industrials
-376
- 11.27%
$223.15 - $249.32 $83.9K - $93.7K
2.96K $674K
JHPI
John Hancock ETF Preferred Inc

ETFs
-3.25K
- 3.5%
$22.46 - $23.34 $73K - $75.8K
89.5K $2.02M
NVO
Novo Nordisk A S

Healthcare
-290
- 8.57%
$85.0 - $120.04 $24.7K - $34.8K
3.09K $266K
CMRE
Costamare Inc.

Industrials
-5.89K
- 31.01%
$12.39 - $15.71 $73K - $92.5K
13.1K $168K
XLE
Energy Sector Spdr

ETFs
-1.37K
- 26.89%
$83.32 - $97.27 $114K - $133K
3.71K $318K
MCY
Mercury General Corp

Financial Services
-5.95K
- 7.77%
$62.82 - $78.96 $374K - $470K
70.6K $4.7M
AOSL
Alpha & Omega Semiconductor LTD

Technology
-3.27K
- 4.85%
$26.49 - $49.16 $86.6K - $161K
64.1K $2.37M
BLBD
Blue Bird Corp

Consumer Cyclical
-365
- 3.34%
$36.37 - $46.1 $13.3K - $16.8K
10.6K $407K
SPT
Sprout Social, Inc.

Technology
-7.61K
- 10.43%
$26.49 - $36.24 $202K - $276K
65.3K $2.01M
XLK
Technology Sector Spdr

ETFs
-693
- 8.89%
$220.26 - $241.44 $153K - $167K
7.11K $1.65M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.45K
- 3.05%
$29.77 - $30.19 $73K - $74K
77.9K $2.32M
PRG
Prog Holdings, Inc.

Industrials
-174
- 1.11%
$41.69 - $49.65 $7.25K - $8.64K
15.5K $653K
GE
General Electric CO

Industrials
-245
- 9.2%
$159.95 - $194.23 $39.2K - $47.6K
2.42K $403K
URI
United Rentals, Inc.

Industrials
-82
- 21.87%
$704.44 - $880.32 $57.8K - $72.2K
293 $206K
ACA
Arcosa, Inc.

Industrials
-1.04K
- 30.08%
$91.1 - $111.57 $94.9K - $116K
2.42K $234K
Activity Summary
Buys All Purchases 329 New Holdings 115 Increased Positions 214 Sells All Sells 317 Reductions 317 Sold out 0 Options Calls 0 Puts 0
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