test

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
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
VZVerizon Communications Inc Com
Recent Activity
Increased 13.51%
0.95%
$27.537M
613,153 shares@ $44.92 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
ABBVAbbvie Inc Com
Recent Activity
Decreased -7.34%
0.79%
$23.005M
116,490 shares@ $197.49 avg price
MSMorgan Stanley Com New
Recent Activity
Decreased -1.4%
0.79%
$22.961M
220,262 shares@ $104.25 avg price
CBChubb Limited Com
Recent Activity
Decreased -16.04%
0.78%
$22.621M
78,439 shares@ $288.39 avg price
DHRDanaher Corporation Com
Recent Activity
Decreased -6.43%
0.75%
$21.623M
77,777 shares@ $278.02 avg price
MRVLMarvell Technology Inc Com
Recent Activity
Increased 4.33%
0.7%
$20.36M
282,313 shares@ $72.12 avg price