test

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
TFCTruist Finl Corp
Recent Activity
New Position
0.01%
$223,617
5,148 shares@ $43.44 avg price
HPPHudson Pac Pptys Inc
Recent Activity
New Position
0.01%
$223,187
48,519 shares@ $4.6 avg price
TERTeradyne Inc
Recent Activity
New Position
0.01%
$223,142
1,793 shares@ $124.46 avg price
ANSSAnsys Inc
Recent Activity
New Position
0.01%
$222,398
691 shares@ $321.85 avg price
ICFIshares Tr
Recent Activity
New Position
0.01%
$222,212
3,387 shares@ $65.61 avg price
LULULululemon Athletica Inc
Recent Activity
New Position
0.01%
$221,028
754 shares@ $293.15 avg price
AMPAmeriprise Finl Inc
Recent Activity
New Position
0.01%
$218,969
421 shares@ $520.12 avg price
IQVIqvia Hldgs Inc
Recent Activity
New Position
0.01%
$217,579
953 shares@ $228.31 avg price
DFSEDimensional Etf Trust
Recent Activity
New Position
0.01%
$217,500
6,250 shares@ $34.8 avg price
COHRCoherent Corp
Recent Activity
New Position
0.01%
$216,965
2,218 shares@ $97.83 avg price