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Ludmila Chwazik

@Chartwell Investment Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$2.914BTotal holdings412
Assets growth rate2.15%Assets growth rate (2-Q avg)0.43%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Chartwell Investment Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 412 positions.

Assets under management

The assets under management (AUM) of Chartwell Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.914B in assets, with a quarterly growth rate of 2.15% and a 2-quarter average growth rate of 0.43%. The portfolio is managed by Ludmila Chwazik, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp Com
Recent Activity
Decreased -1.59%
4.32%
$125.74M
292,213 shares@ $430.31 avg price
AAPLApple Inc Com
Recent Activity
Decreased -0.93%
3.72%
$108.311M
464,853 shares@ $233.01 avg price
AMZNAmazon Com Inc Com
Recent Activity
Decreased -5.59%
1.56%
$45.433M
243,835 shares@ $186.33 avg price
GOOGAlphabet Inc Cap Stk Clc
Recent Activity
Decreased -2.2%
1.5%
$43.453M
259,905 shares@ $167.19 avg price
JPMJpmorgan Chase & Co Com
Recent Activity
Decreased -11.58%
1.23%
$35.704M
169,325 shares@ $210.87 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Decreased -16.36%
1.02%
$29.476M
50,415 shares@ $584.67 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -3.84%
1%
$28.939M
32,665 shares@ $885.94 avg price
MRKMerck & Co Inc Com
Recent Activity
Decreased -5.77%
0.97%
$28.145M
247,844 shares@ $113.56 avg price
AEPAmerican Elec Pwr Inc Com
Recent Activity
Decreased -13.08%
0.83%
$24.03M
234,216 shares@ $102.6 avg price
ABTAbbott Labs Com
Recent Activity
Decreased -5%
0.82%
$23.75M
208,318 shares@ $114.01 avg price