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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
MUMicron Technology Inc Com
Recent Activity
Increased 26.45%
0.7%
$20.236M
195,115 shares@ $103.72 avg price
EXEExpand Energy Corp
Recent Activity
Increased 71.56%
0.7%
$20.226M
245,916 shares@ $82.25 avg price
PMPhilip Morris Intl Inc Com
Recent Activity
Decreased -0.86%
0.7%
$20.122M
165,743 shares@ $121.41 avg price
ISRGIntuitive Surgical Inc Com New
Recent Activity
Increased 37.97%
0.69%
$19.866M
40,438 shares@ $491.28 avg price
FANGDiamondback Energy Inc Com
Recent Activity
Decreased -9.22%
0.67%
$19.426M
112,680 shares@ $172.4 avg price
AJGGallagher Arthur J & Co Com
Recent Activity
Decreased -0.97%
0.63%
$18.326M
65,133 shares@ $281.37 avg price
GSGoldman Sachs Group Com
Recent Activity
Decreased -1.59%
0.63%
$18.256M
36,873 shares@ $495.11 avg price
KLACKla Corp Com
Recent Activity
Increased 15.22%
0.61%
$17.573M
22,692 shares@ $774.42 avg price
PPLPpl Corp Com
Recent Activity
Decreased -1.41%
0.6%
$17.43M
526,904 shares@ $33.09 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.93%
0.55%
$15.919M
135,803 shares@ $117.23 avg price