Boston Partners

Q4 2024 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2024
Date filed
2/11/2025
Form type
13F-HR
Num holdings
707
Total value ($000)
$82,214,319
Net value change ($000)
-2,515,885 (-3.0%)
New positions
71
Sold out positions
67
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/12/2024 Next filing: 5/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LPLA 555,681 76.9%
SYY 540,845 138.9%
UBER 381,057 NEW
DIS 350,707 NEW
DAL 328,398 NEW
UAL 323,508 NEW
PPL 305,297 8113.1%
SW 304,377 NEW
SSNC 297,868 291.2%
EMR 258,365 168.2%
Top Reduces (Value $000, Stocks/ETFs)
CNC -592,853 -86.5%
WMT -535,636 -98.7%
ICLR -524,056 -79.8%
CI -417,797 -70.1%
AMD -417,012 -99.9%
AVTR -358,926 -72.6%
MCHP -320,993 -41.4%
WSC -305,546 -99.4%
TECK -304,800 -43.6%
EG -293,417 -54.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type