StockDriftsStockDriftsTop 49 Chartwell Investment Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | 4.31% | 292.2K | $126K | -1.59%(-4.73K) | — | 2024-09-30 | |
| AAPL | APPLE INC COM | 3.72% | 464.9K | $108K | -0.94%(-4.40K) | — | 2024-09-30 | |
| NVDA | NVIDIA CORPORATION COM | 3.17% | 759.9K | $92K | +1.70%(+12.69K) | — | 2024-09-30 | |
| AMZN | AMAZON COM INC COM | 1.56% | 243.8K | $45K | -5.59%(-14.45K) | — | 2024-09-30 | |
| GOOG | ALPHABET INC CAP STK CLC | 1.49% | 259.9K | $43K | -2.20%(-5.86K) | — | 2024-09-30 | |
| KO | COCA COLA CO COM | 1.23% | 499.7K | $36K | +0.02%(+110) | — | 2024-09-30 | |
| JPM | JPMORGAN CHASE & CO COM | 1.23% | 169.3K | $36K | -11.59%(-22.19K) | — | 2024-09-30 | |
| META | META PLATFORMS INC | 1.22% | 62.3K | $36K | +4.66%(+2.77K) | — | 2024-09-30 | |
| UNH | UNITEDHEALTH GROUP INC COM | 1.01% | 50.4K | $29K | -16.37%(-9.87K) | — | 2024-09-30 | |
| JNJ | JOHNSON & JOHNSON | 1.01% | 181.1K | $29K | +2.03%(+3.60K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Chartwell Investment Partners, Llc reports $2.91M in US-listed equity holdings across 782 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (4.3%), AAPL (3.7%) and NVDA (3.2%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Chartwell Investment Partners, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Chartwell Investment Partners, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1616525). View Chartwell Investment Partners, Llc’s 13F filings on SEC