Zuckerman Investment Group, LLC Reduced Holdings in Q4 2024

Zuckerman Investment Group, LLC

  • $954 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HSIC
Henry Schein Inc

Healthcare
-255K
- 68.2%
$66.54 - $77.66 $17M - $19.8M
119K $8.23M
CDW
Cdw Corp

Technology
-48.2K
- 80.15%
$171.49 - $225.64 $8.26M - $10.9M
11.9K $2.08M
VRT
Vertiv Holdings CO

Industrials
-117K
- 14.29%
N/A
702K $60.9M
BCO
Brinks CO

Industrials
-38.2K
- 24.2%
$89.25 - $114.23 $3.41M - $4.36M
120K $11.1M
PGR
Progressive Corp

Financial Services
-15.1K
- 13.44%
$239.6 - $268.88 $3.62M - $4.07M
97.4K $23.3M
PNR
Pentair PLC

Industrials
-51.6K
- 14.34%
$95.0 - $109.21 $4.9M - $5.63M
308K $31M
CSWI
Csw Industrials, Inc.

Industrials
-6.89K
- 7.82%
$352.8 - $432.01 $2.43M - $2.98M
81.1K $28.6M
IEMG
Ishares Inc

ETFs
-42.9K
- 48.98%
N/A
44.7K $2.4M
AAP
Advance Auto Parts Inc

Consumer Cyclical
-88.8K
- 32.15%
$35.69 - $47.44 $3.17M - $4.21M
187K $8.86M
ABBV
Abb Vie Inc.

Healthcare
-185
- 0.24%
$164.99 - $203.87 $30.5K - $37.7K
76.4K $13.6M
JNJ
Johnson & Johnson

Healthcare
-559
- 3.49%
$143.34 - $165.86 $80.1K - $92.7K
15.5K $2.24M
MOH
Molina Healthcare, Inc.

Healthcare
-810
- 38.03%
$274.73 - $341.91 $223K - $277K
1.32K $384K
BMY
Bristol Myers Squibb CO

Healthcare
-9.14K
- 17.8%
$51.92 - $59.94 $474K - $548K
42.2K $2.39M
IBM
International Business Machines Corp

Technology
-1.01K
- 8.6%
$204.9 - $238.04 $207K - $241K
10.8K $2.37M
CME
Cme Group Inc.

Financial Services
-980
- 52.86%
$221.17 - $246.02 $217K - $241K
874 $202K
PFE
Pfizer Inc

Healthcare
-2.17K
- 3.68%
$24.8 - $30.19 $53.9K - $65.6K
56.9K $1.51M
DVN
Devon Energy Corp

Energy
-1K
- 4.0%
$30.52 - $42.96 $30.5K - $43K
24K $785K
RTX
Raytheon Technologies Corp

Industrials
-1.39K
- 26.96%
$114.45 - $127.21 $159K - $176K
3.76K $434K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-6
- 0.37%
$501.29 - $612.85 $3.01K - $3.68K
1.62K $840K
CEG
Constellation Energy Corp

Utilities
-10
- 0.23%
$224.28 - $285.52 $2.24K - $2.86K
4.42K $993K
SPY
Spdr S&P 500 ETF Trust

ETFs
-276
- 16.11%
$567.81 - $607.81 $157K - $168K
1.44K $842K
UBER
Uber Technologies, Inc

Technology
-328
- 4.71%
$59.93 - $86.34 $19.7K - $28.3K
6.64K $400K
LLY
Eli Lilly & CO

Healthcare
-11
- 1.11%
$727.2 - $932.06 $8K - $10.3K
976 $753K
NMRK
Newmark Group, Inc.

Real Estate
-794
- 2.14%
$12.79 - $15.98 $10.2K - $12.7K
36.3K $464K
XOM
Exxon Mobil Corp

Energy
-326
- 7.6%
$105.51 - $125.37 $34.4K - $40.9K
3.96K $426K
ABT
Abbott Laboratories

Healthcare
-22
- 0.03%
$111.93 - $119.39 $2.46K - $2.63K
72.9K $8.25M
MMM
3 M CO

Industrials
-293
- 7.52%
$124.74 - $137.12 $36.5K - $40.2K
3.6K $465K
CTRA
Coterra Energy Inc.

Energy
-3.16K
- 30.0%
$22.71 - $27.63 $71.7K - $87.3K
7.37K $188K
KO
Coca Cola CO

Consumer Defensive
-196
- 4.05%
$61.74 - $71.71 $12.1K - $14.1K
4.64K $288K
TLS
Telos Corp

Technology
-12K
- 14.2%
$3.15 - $4.66 $37.8K - $55.9K
72.5K $247K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-3.54K
- 22.39%
$45.39 - $62.98 $160K - $223K
12.3K $695K
DEO
Diageo PLC

Consumer Defensive
-38
- 1.47%
$118.0 - $139.88 $4.48K - $5.32K
2.56K $324K
ADBE
Adobe Inc.

Technology
-3
- 0.62%
$437.39 - $552.96 $1.31K - $1.66K
483 $214K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-6K
- 15.0%
$5.7 - $8.27 $34.2K - $49.6K
34K $229K
ORCL
Oracle Corp

Technology
-26
- 0.33%
$165.41 - $192.43 $4.3K - $5K
7.92K $1.32M
MPC
Marathon Petroleum Corp

Energy
-1
- 0.07%
$131.65 - $174.84 $132 - $175
1.4K $195K
SLB
Schlumberger Limited

Energy
-193
- 2.87%
$36.83 - $45.59 $7.11K - $8.8K
6.54K $250K
ETN
Eaton Corp PLC

Industrials
-10
- 0.5%
$326.96 - $377.52 $3.27K - $3.78K
2K $664K
Amesite Inc
-10K
- 16.67%
N/A
50K $0
DE
Deere & CO

Industrials
-10
- 1.06%
$389.45 - $466.0 $3.89K - $4.66K
935 $396K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-11.9K
- 8.76%
$193.7 - $235.05 $2.3M - $2.79M
124K $28.3M
AI
C3.Ai, Inc.

Technology
-3K
- 22.56%
$22.6 - $42.94 $67.8K - $129K
10.3K $354K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-35
- 2.08%
$172.07 - $207.36 $6.02K - $7.26K
1.65K $325K
BAC
Bank Of America Corp

Financial Services
-401
- 2.59%
$39.22 - $47.77 $15.7K - $19.2K
15.1K $661K
CSCO
Cisco Systems, Inc.

Technology
-69
- 0.78%
$52.45 - $60.02 $3.62K - $4.14K
8.76K $518K
AVGO
Broadcom Inc.

Technology
-55
- 3.44%
$159.67 - $250.0 $8.78K - $13.8K
1.55K $358K
C
Citigroup Inc

Financial Services
-462
- 2.81%
$61.31 - $72.5 $28.3K - $33.5K
16K $1.13M
WFC
Wells Fargo & Company

Financial Services
-415
- 4.0%
$54.98 - $77.35 $22.8K - $32.1K
9.97K $700K
TTD
Trade Desk, Inc.

Technology
-2
- 0.01%
$108.7 - $139.51 $217 - $279
20K $2.35M
Activity Summary
Buys All Purchases 73 New Holdings 16 Increased Positions 57 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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