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Chartwell Investment Partners, Llc

Portfolio Manager
Chartwell Investment Partners, Llc
Performance
0% (N/A)
AUM (13F)
$2.91M
# of Holdings
782
Performance Rank
N/A
Allocation (Top 20)
N/A

Chartwell Investment Partners, Llc Holdings Map

Top 49 Chartwell Investment Partners, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP COM
4.31%292.2K$126K
-1.59%(-4.73K)
2023-Q3: 315.2K shares2023-Q4: 300.0K shares2024-Q1: 301.3K shares2024-Q2: 296.9K shares2024-Q3: 292.2K shares2024-09-30
AAPL
APPLE INC COM
3.72%464.9K$108K
-0.94%(-4.40K)
2023-Q3: 530.9K shares2023-Q4: 483.5K shares2024-Q1: 463.9K shares2024-Q2: 469.3K shares2024-Q3: 464.9K shares2024-09-30
NVDA
NVIDIA CORPORATION COM
3.17%759.9K$92K
+1.70%(+12.69K)
2023-Q3: 65.5K shares2023-Q4: 67.2K shares2024-Q1: 71.8K shares2024-Q2: 747.2K shares2024-Q3: 759.9K shares2024-09-30
AMZN
AMAZON COM INC COM
1.56%243.8K$45K
-5.59%(-14.45K)
2023-Q3: 288.9K shares2023-Q4: 270.3K shares2024-Q1: 273.9K shares2024-Q2: 258.3K shares2024-Q3: 243.8K shares2024-09-30
GOOG
ALPHABET INC CAP STK CLC
1.49%259.9K$43K
-2.20%(-5.86K)
2023-Q3: 293.7K shares2023-Q4: 292.2K shares2024-Q1: 285.0K shares2024-Q2: 265.8K shares2024-Q3: 259.9K shares2024-09-30
KO
COCA COLA CO COM
1.23%499.7K$36K
+0.02%(+110)
2023-Q3: 404.7K shares2023-Q4: 454.9K shares2024-Q1: 486.7K shares2024-Q2: 499.6K shares2024-Q3: 499.7K shares2024-09-30
JPM
JPMORGAN CHASE & CO COM
1.23%169.3K$36K
-11.59%(-22.19K)
2023-Q3: 188.8K shares2023-Q4: 187.7K shares2024-Q1: 188.9K shares2024-Q2: 191.5K shares2024-Q3: 169.3K shares2024-09-30
META
META PLATFORMS INC
1.22%62.3K$36K
+4.66%(+2.77K)
2023-Q3: 72.1K shares2023-Q4: 64.6K shares2024-Q1: 62.9K shares2024-Q2: 59.5K shares2024-Q3: 62.3K shares2024-09-30
UNH
UNITEDHEALTH GROUP INC COM
1.01%50.4K$29K
-16.37%(-9.87K)
2023-Q3: 53.2K shares2023-Q4: 51.5K shares2024-Q1: 68.1K shares2024-Q2: 60.3K shares2024-Q3: 50.4K shares2024-09-30
JNJ
JOHNSON & JOHNSON
1.01%181.1K$29K
+2.03%(+3.60K)
2023-Q3: 154.9K shares2023-Q4: 154.1K shares2024-Q1: 174.8K shares2024-Q2: 177.4K shares2024-Q3: 181.1K shares2024-09-30

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