Zuckerman Investment Group, LLC Incresed Positions in Q3 2024

Zuckerman Investment Group, LLC

  • $928 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PTLO
Portillo'S Inc.

Consumer Cyclical
593K
+ 48.37%
$8.88 - $13.54 $5.27M - $8.03M
1.82M $24.6M
CSWI
Csw Industrials, Inc.

Industrials
256
+ 0.29%
$263.55 - $370.84 $67.5K - $94.9K
88K $32.3M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2.5K
+ 0.54%
$29.24 - $45.37 $73.2K - $114K
464K $20.9M
AVTR
Avantor, Inc.

Basic Materials
17K
+ 1.85%
$20.58 - $27.7 $350K - $471K
935K $24.2M
DIS
Walt Disney CO

Communication Services
42.1K
+ 129.55%
$85.6 - $98.61 $3.61M - $4.15M
74.6K $7.18M
META
Meta Platforms, Inc.

Communication Services
97
+ 0.25%
$453.41 - $572.44 $44K - $55.5K
39.4K $22.6M
AAPL
Apple Inc.

Technology
2.13K
+ 2.26%
$207.23 - $234.82 $441K - $500K
96.4K $22.4M
SBUX
Starbucks Corp

Consumer Cyclical
87
+ 0.08%
$72.51 - $98.6 $6.31K - $8.58K
113K $11.1M
ABBV
Abb Vie Inc.

Healthcare
446
+ 0.59%
$163.84 - $199.33 $73.1K - $88.9K
76.6K $15.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.22K
+ 0.7%
$41.9 - $48.26 $93K - $107K
320K $15.3M
VEA
Vanguard Ftse Developed Market

ETFs
3.38K
+ 1.27%
$47.6 - $53.31 $161K - $180K
269K $14.2M
VO
Vanguard Mid Cap ETF

ETFs
744
+ 2.3%
$237.84 - $263.83 $177K - $196K
33K $8.72M
BMY
Bristol Myers Squibb CO

Healthcare
8.2K
+ 19.01%
$39.66 - $51.75 $325K - $424K
51.3K $2.66M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.32K
+ 1.34%
$320.55 - $412.94 $423K - $545K
99.5K $38.7M
TSLA
Tesla, Inc.

Consumer Cyclical
514
+ 4.73%
$191.76 - $263.26 $98.6K - $135K
11.4K $2.98M
ABT
Abbott Laboratories

Healthcare
608
+ 0.84%
$100.07 - $118.13 $60.8K - $71.8K
72.9K $8.32M
XLF
Financial Sector Spdr

ETFs
374
+ 0.21%
$40.84 - $45.74 $15.3K - $17.1K
177K $8.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
186
+ 0.78%
$475.2 - $527.7 $88.4K - $98.2K
24K $12.6M
CLF
Cleveland Cliffs Inc.

Basic Materials
64K
+ 128.0%
$10.91 - $16.21 $698K - $1.04M
114K $1.46M
IBM
International Business Machines Corp

Technology
12
+ 0.1%
$175.1 - $223.38 $2.1K - $2.68K
11.8K $2.6M
JPM
Jpmorgan Chase & CO

Financial Services
100
+ 0.17%
$194.9 - $224.8 $19.5K - $22.5K
60.6K $12.8M
VTWO
Vanguard Russell 2000 ETF

ETFs
19
+ 0.03%
$81.17 - $90.77 $1.54K - $1.72K
72.4K $6.47M
AAP
Advance Auto Parts Inc

Consumer Cyclical
114K
+ 70.47%
$38.53 - $64.44 $4.4M - $7.36M
276K $10.8M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
4.72K
+ 0.47%
$15.79 - $18.51 $74.6K - $87.4K
1.01M $17.1M
HD
Home Depot, Inc.

Consumer Cyclical
72
+ 1.53%
$333.64 - $405.2 $24K - $29.2K
4.79K $1.94M
SPY
Spdr S&P 500 ETF Trust

ETFs
484
+ 39.38%
$517.38 - $573.86 $250K - $278K
1.71K $983K
XLU
Utilities Sector Spdr

ETFs
771
+ 4.08%
$67.67 - $80.78 $52.2K - $62.3K
19.7K $1.59M
CEG
Constellation Energy Corp

Utilities
10
+ 0.23%
$167.08 - $262.86 $1.67K - $2.63K
4.43K $1.15M
JNJ
Johnson & Johnson

Healthcare
58
+ 0.36%
$145.48 - $167.38 $8.44K - $9.71K
16K $2.6M
PATH
Ui Path, Inc.

Technology
19K
+ 52.78%
$10.75 - $13.24 $204K - $252K
55K $704K
ORCL
Oracle Corp

Technology
68
+ 0.86%
$125.9 - $170.35 $8.56K - $11.6K
7.95K $1.35M
TTD
Trade Desk, Inc.

Technology
2
+ 0.01%
$83.08 - $110.79 $166 - $222
20K $2.19M
CIEN
Ciena Corp

Technology
1.5K
+ 15.79%
$45.77 - $62.46 $68.7K - $93.7K
11K $677K
XLRE
Select Sector Spdr Tr Real Est

ETFs
192
+ 0.6%
$38.04 - $45.36 $7.3K - $8.71K
32.3K $1.44M
CDW
Cdw Corp

Technology
270
+ 0.45%
$206.67 - $239.84 $55.8K - $64.8K
60.1K $13.6M
NMRK
Newmark Group, Inc.

Real Estate
794
+ 2.19%
$9.84 - $15.9 $7.81K - $12.6K
37K $575K
UNH
Unitedhealth Group Inc

Healthcare
64
+ 3.12%
$488.01 - $604.18 $31.2K - $38.7K
2.12K $1.24M
VZ
Verizon Communications Inc

Communication Services
514
+ 1.16%
$38.89 - $45.0 $20K - $23.1K
44.9K $2.02M
MA
Mastercard Inc

Financial Services
59
+ 2.31%
$429.6 - $500.99 $25.3K - $29.6K
2.61K $1.29M
PEP
Pepsico Inc

Consumer Defensive
475
+ 3.56%
$161.9 - $179.3 $76.9K - $85.2K
13.8K $2.35M
VMEO
Vimeo, Inc.

Technology
1.19K
+ 1.25%
$3.55 - $5.35 $4.24K - $6.39K
96.6K $487K
TMO
Thermo Fisher Scientific Inc.

Healthcare
6
+ 0.37%
$531.86 - $624.21 $3.19K - $3.75K
1.62K $1M
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.1%
$99.55 - $123.34 $498 - $617
5.14K $623K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
730
+ 9.44%
$74.26 - $78.84 $54.2K - $57.6K
8.47K $663K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
15K
+ 60.0%
$5.92 - $8.6 $88.8K - $129K
40K $263K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
744
+ 9.72%
$76.94 - $79.54 $57.2K - $59.2K
8.4K $666K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
1.02K
+ 7.71%
$45.77 - $47.35 $46.9K - $48.5K
14.3K $677K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.1K
+ 8.01%
$41.95 - $43.42 $46.2K - $47.8K
14.9K $644K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
9K
+ 14.23%
$6.05 - $7.89 $54.5K - $71K
72.2K $517K
Activity Summary
Buys All Purchases 89 New Holdings 9 Increased Positions 80 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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