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James Hagedorn

@Chicago Partners Investment Group Llc

Latest period2024 - Q3ReportedManaged Assets$2.805BTotal holdings795
Assets growth rate8.49%Assets growth rate (2-Q avg)9.2%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Chicago Partners Investment Group Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 795 positions.

Assets under management

The assets under management (AUM) of Chicago Partners Investment Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.805B in assets, with a quarterly growth rate of 8.49% and a 2-quarter average growth rate of 9.2%. The portfolio is managed by James Hagedorn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
UALUnited Airls Hldgs Inc
Recent Activity
New Position
0.01%
$250,244
3,407 shares@ $73.45 avg price
DASHDoordash Inc
Recent Activity
New Position
0.01%
$249,924
1,656 shares@ $150.93 avg price
EQIXEquinix Inc
Recent Activity
New Position
0.01%
$246,920
277 shares@ $891.41 avg price
DALDelta Air Lines Inc Del
Recent Activity
New Position
0.01%
$245,006
4,483 shares@ $54.66 avg price
TPGTpg Inc
Recent Activity
New Position
0.01%
$242,178
3,616 shares@ $66.98 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
New Position
0.01%
$237,954
2,428 shares@ $98.01 avg price
RBARb Global Inc
Recent Activity
New Position
0.01%
$236,570
2,762 shares@ $85.66 avg price
METMetlife Inc
Recent Activity
New Position
0.01%
$233,343
2,774 shares@ $84.12 avg price
MKCMccormick & Co Inc
Recent Activity
New Position
0.01%
$227,373
2,865 shares@ $79.37 avg price
TROWPrice T Rowe Group Inc
Recent Activity
New Position
0.01%
$226,070
2,064 shares@ $109.54 avg price