Optimist Retirement Group LLC Purchases and Sells in Q4 2024

Optimist Retirement Group LLC

$211 Billion
Q4 2024

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SLYV	5.76K + 4.48%	$84.34 - $95.14 $486K - $548K	134K $11.7B
UPS	3.17K + 103.05%	$122.65 - $138.35 $389K - $439K	6.25K $788M
QQQ	2 + 0.03%	$481.22 - $538.17 $962 - $1.08K	6.66K $3.4B
AAPL	5 + 0.09%	$221.69 - $259.02 $1.11K - $1.3K	5.54K $1.39B
VB	25 + 0.14%	$233.76 - $261.58 $5.84K - $6.54K	17.9K $4.3B
SLYG	4.42K + 3.52%	$89.9 - $100.66 $397K - $445K	130K $11.7B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VVI	6.44K New	$35.01 - $45.51 $225K - $293K	6.44K $274M
CNK	8.3K New	$26.69 - $36.02 $222K - $299K	8.3K $257M
UI	621 New	$223.6 - $362.72 $139K - $225K	621 $206M
SIRIUSXM HOLDINGS INC	8.87K New	N/A	8.87K $202M
LYFT	11.8K New	$12.36 - $18.59 $146K - $219K	11.8K $152M

Top Sells

Reduced Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GPC	-13.3K - 84.0%	$113.11 - $143.63 $1.5M - $1.91M	2.53K $295M
BHP	-24.3K - 62.59%	$48.78 - $62.43 $1.19M - $1.52M	14.5K $709M
PFE	-46.2K - 62.18%	$24.8 - $30.19 $1.15M - $1.4M	28.1K $746M
OGN	-63K - 61.07%	$14.44 - $18.83 $910K - $1.19M	40.2K $599M
DEO	-8.36K - 50.13%	$118.0 - $139.88 $987K - $1.17M	8.32K $1.06B
LYB	-10.9K - 50.38%	$72.97 - $96.75 $794K - $1.05M	10.7K $796M

Activity Summary All Purchases 40 New Holdings 5 Increased Positions 35 All Sells 65 Reductions 65 Sold out 0 Calls 0 Puts 0

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