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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
HPEHewlett-packard Enterprises
Recent Activity
New Position
0.35%
$10.033M
490,377 shares@ $20.46 avg price
BHPBhp Billiton Lim Adr
Recent Activity
New Position
0.34%
$9.83M
158,262 shares@ $62.12 avg price
LRCXLam Research Corp Com
Recent Activity
New Position
0.32%
$9.245M
11,328 shares@ $816.12 avg price
FUNSix Flags Entertainment Corp
Recent Activity
New Position
0.31%
$8.978M
222,729 shares@ $40.31 avg price
THSTreehouse Foods Inc Com
Recent Activity
New Position
0.28%
$8.042M
191,569 shares@ $41.98 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.23%
$6.633M
33,402 shares@ $198.59 avg price
PFSProvident Finl Svcs Inc Com
Recent Activity
New Position
0.2%
$5.564M
299,761 shares@ $18.57 avg price
MCKMckesson Corp
Recent Activity
New Position
0.14%
$3.856M
7,800 shares@ $494.36 avg price
PANWPalo Alto Networks Inc Com
Recent Activity
New Position
0.14%
$3.844M
11,246 shares@ $341.82 avg price
WINGWingstop Inc Com
Recent Activity
New Position
0.13%
$3.65M
8,772 shares@ $416.1 avg price