Carnegie Lake Advisors LLC New Holdings in Q3 2024

Carnegie Lake Advisors LLC

  • $253 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
25.8K
New
$488.01 - $604.18 $12.6M - $15.6M
25.8K $15.1M
MSFT
Microsoft Corp

Technology
33.1K
New
$395.15 - $467.56 $13.1M - $15.5M
33.1K $14.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30.8K
New
$405.19 - $478.57 $12.5M - $14.7M
30.8K $14.2M
AAPL
Apple Inc.

Technology
59.6K
New
$207.23 - $234.82 $12.4M - $14M
59.6K $13.9M
SYK
Stryker Corp

Healthcare
27.4K
New
$315.94 - $371.96 $8.67M - $10.2M
27.4K $9.91M
CNX
Cnx Resources Corp

Energy
237K
New
$24.01 - $32.57 $5.69M - $7.72M
237K $7.72M
AMGN
Amgen Inc

Healthcare
23.3K
New
$309.38 - $337.38 $7.22M - $7.88M
23.3K $7.52M
HD
Home Depot, Inc.

Consumer Cyclical
14.7K
New
$333.64 - $405.2 $4.91M - $5.96M
14.7K $5.96M
PH
Parker Hannifin Corp

Industrials
8.95K
New
$501.01 - $635.92 $4.48M - $5.69M
8.95K $5.65M
COST
Costco Wholesale Corp

Consumer Defensive
6.12K
New
$801.83 - $917.05 $4.91M - $5.61M
6.12K $5.43M
JPM
Jpmorgan Chase & CO

Financial Services
21.9K
New
$194.9 - $224.8 $4.27M - $4.93M
21.9K $4.62M
ISRG
Intuitive Surgical Inc

Healthcare
9.08K
New
$416.14 - $494.01 $3.78M - $4.48M
9.08K $4.46M
INGR
Ingredion Inc

Consumer Defensive
31.3K
New
$111.98 - $137.59 $3.5M - $4.3M
31.3K $4.3M
BK
Bank Of New York Mellon Corp

Financial Services
46.5K
New
$59.54 - $72.17 $2.77M - $3.36M
46.5K $3.34M
AMZN
Amazon Com Inc

Consumer Cyclical
16.7K
New
$161.02 - $200.0 $2.68M - $3.33M
16.7K $3.11M
CSCO
Cisco Systems, Inc.

Technology
56.7K
New
$44.74 - $53.22 $2.54M - $3.02M
56.7K $3.02M
DIS
Walt Disney CO

Communication Services
30.2K
New
$85.6 - $98.61 $2.59M - $2.98M
30.2K $2.91M
BLDR
Builders First Source, Inc.

Industrials
14.5K
New
$132.6 - $201.83 $1.93M - $2.93M
14.5K $2.82M
CVX
Chevron Corp

Energy
18.6K
New
$137.88 - $161.97 $2.56M - $3.01M
18.6K $2.74M
JNJ
Johnson & Johnson

Healthcare
16.2K
New
$145.48 - $167.38 $2.35M - $2.71M
16.2K $2.62M
Brookfield Corp
47.6K
New
N/A
47.6K $2.53M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
23.4K
New
$95.1 - $106.76 $2.22M - $2.5M
23.4K $2.5M
WMT
Walmart Inc.

Consumer Defensive
30.1K
New
$66.91 - $81.4 $2.01M - $2.45M
30.1K $2.43M
NVO
Novo Nordisk A S

Healthcare
20.3K
New
$119.07 - $145.42 $2.41M - $2.94M
20.3K $2.41M
KO
Coca Cola CO

Consumer Defensive
33.5K
New
$62.69 - $73.01 $2.1M - $2.44M
33.5K $2.41M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
78.2K
New
$25.27 - $30.5 $1.97M - $2.38M
78.2K $2.31M
PG
Procter & Gamble CO

Consumer Defensive
12.9K
New
$160.76 - $177.82 $2.08M - $2.3M
12.9K $2.24M
Oaktree Specialty Lending CO
134K
New
N/A
134K $2.19M
BAC
Bank Of America Corp

Financial Services
53.3K
New
$36.65 - $44.13 $1.95M - $2.35M
53.3K $2.11M
PEP
Pepsico Inc

Consumer Defensive
12.4K
New
$161.9 - $179.3 $2.01M - $2.23M
12.4K $2.11M
GOOGL
Alphabet Inc.

Communication Services
12.7K
New
$148.65 - $191.18 $1.89M - $2.43M
12.7K $2.11M
UHALB
Amerco Com Ser N
29.3K
New
N/A
29.3K $2.11M
MCD
Mcdonalds Corp

Consumer Cyclical
6.75K
New
$245.82 - $304.51 $1.66M - $2.06M
6.75K $2.06M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
54.3K
New
$33.49 - $43.24 $1.82M - $2.35M
54.3K $2.04M
PFS
Provident Financial Services Inc

Financial Services
108K
New
$14.22 - $19.44 $1.54M - $2.11M
108K $2.01M
PFE
Pfizer Inc

Healthcare
61.6K
New
$27.7 - $31.39 $1.71M - $1.93M
61.6K $1.78M
WMB
Williams Companies, Inc.

Energy
38.2K
New
$41.24 - $46.22 $1.58M - $1.77M
38.2K $1.75M
BA
Boeing CO

Industrials
11.2K
New
$152.04 - $190.6 $1.71M - $2.14M
11.2K $1.71M
NKE
Nike, Inc.

Consumer Cyclical
19.2K
New
$71.09 - $89.44 $1.36M - $1.71M
19.2K $1.69M
AVGO
Broadcom Inc.

Technology
9.26K
New
$136.27 - $1745.86 $1.26M - $16.2M
9.26K $1.6M
AZO
Autozone Inc

Consumer Cyclical
500
New
$2815.0 - $3212.87 $1.41M - $1.61M
500 $1.58M
STWD
Starwood Property Trust, Inc.

Real Estate
74.8K
New
$18.75 - $21.11 $1.4M - $1.58M
74.8K $1.52M
BX
Blackstone Inc.

Financial Services
9.66K
New
$120.77 - $159.66 $1.17M - $1.54M
9.66K $1.48M
MDT
Medtronic PLC

Healthcare
16K
New
$76.84 - $91.03 $1.23M - $1.46M
16K $1.44M
KMI
Kinder Morgan, Inc.

Energy
64.1K
New
$19.72 - $22.22 $1.26M - $1.42M
64.1K $1.42M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
57.8K
New
$17.57 - $25.19 $1.02M - $1.46M
57.8K $1.4M
ADP
Automatic Data Processing Inc

Industrials
4.89K
New
$233.44 - $279.45 $1.14M - $1.37M
4.89K $1.35M
ARCC
Ares Capital Corp

Financial Services
64.2K
New
$19.8 - $21.28 $1.27M - $1.37M
64.2K $1.35M
BMY
Bristol Myers Squibb CO

Healthcare
24.1K
New
$39.66 - $51.75 $954K - $1.25M
24.1K $1.25M
Activity Summary
Buys All Purchases 157 New Holdings 157 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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