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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
PTENPatterson Uti Energy Inc Com
Recent Activity
New Position
0.12%
$3.343M
437,028 shares@ $7.65 avg price
MBUUMalibu Boats Inc Com Cl A
Recent Activity
New Position
0.11%
$3.132M
80,709 shares@ $38.81 avg price
ITRIItron Inc
Recent Activity
New Position
0.07%
$1.891M
17,703 shares@ $106.82 avg price
SHOPShopify Inc Cl A
Recent Activity
New Position
0.07%
$1.827M
22,795 shares@ $80.15 avg price
WGSGenedx Holdings Corp
Recent Activity
New Position
0.06%
$1.722M
40,573 shares@ $42.45 avg price
BCBrunswick Corp Com
Recent Activity
New Position
0.06%
$1.684M
20,090 shares@ $83.83 avg price
GWREGuidewire Software Inc
Recent Activity
New Position
0.06%
$1.502M
8,209 shares@ $182.97 avg price
RIORio Tinto Plc Sponsored Adr
Recent Activity
New Position
0.06%
$1.459M
20,500 shares@ $71.18 avg price
PRIMPrimoris Svcs Corp Com
Recent Activity
New Position
0.05%
$1.326M
22,827 shares@ $58.09 avg price
TGTTarget Corp Com
Recent Activity
New Position
0.05%
$1.247M
8,000 shares@ $155.88 avg price