Allen Investment Management LLC Sells in Q4 2024

Allen Investment Management LLC

  • $8.62 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-1.3M
- 97.03%
$226.16 - $274.52 $294M - $357M
39.8K $9.14M
MSFT
Microsoft Corp

Technology
-205K
- 12.29%
$406.35 - $454.46 $83.3M - $93.2M
1.46M $616M
UNH
Unitedhealth Group Inc

Healthcare
-30.7K
- 3.08%
$485.52 - $625.25 $14.9M - $19.2M
967K $489M
UBER
Uber Technologies, Inc

Technology
-78K
- 1.49%
$59.93 - $86.34 $4.68M - $6.74M
5.16M $311M
LOW
Lowes Companies Inc

Consumer Cyclical
-112K
- 13.81%
$244.52 - $284.07 $27.4M - $31.8M
700K $173M
NFLX
Netflix Inc

Communication Services
-53.5K
- 67.92%
$687.65 - $936.56 $36.8M - $50.1M
25.3K $22.5M
CRM
Salesforce, Inc.

Technology
-115K
- 94.24%
$270.87 - $367.87 $31.1M - $42.2M
7.01K $2.34M
SPGI
S&P Global Inc.

Financial Services
-20.4K
- 2.18%
$480.36 - $529.17 $9.8M - $10.8M
913K $455M
MCO
Moodys Corp

Financial Services
-52K
- 5.3%
$454.04 - $500.88 $23.6M - $26.1M
929K $440M
MA
Mastercard Inc

Financial Services
-43.6K
- 45.56%
$491.3 - $536.15 $21.4M - $23.4M
52K $27.4M
VEA
Vanguard Ftse Developed Market

ETFs
-10.8K
- 0.44%
$47.57 - $52.44 $515K - $567K
2.47M $118M
W
Wayfair Inc.

Consumer Cyclical
-37K
- 5.92%
$37.77 - $56.94 $1.4M - $2.11M
588K $26M
NU
Nu Holdings Ltd.

Financial Services
-99.1K
- 4.84%
$10.24 - $15.89 $1.01M - $1.57M
1.95M $20.2M
MDB
Mongo Db, Inc.

Technology
-6.98K
- 5.82%
$232.81 - $350.13 $1.63M - $2.44M
113K $26.3M
JNJ
Johnson & Johnson

Healthcare
-8.75K
- 5.16%
$143.34 - $165.86 $1.25M - $1.45M
161K $23.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-14.7K
- 2.94%
$58.88 - $64.8 $868K - $955K
486K $28.6M
MRK
Merck & Co., Inc.

Healthcare
-23.5K
- 64.58%
$96.31 - $114.76 $2.27M - $2.7M
12.9K $1.28M
KO
Coca Cola CO

Consumer Defensive
-1.4K
- 0.56%
$61.74 - $71.71 $86.4K - $100K
250K $15.5M
VT
Vanguard Total World Stk Index

ETFs
-18.1K
- 15.99%
$117.09 - $123.07 $2.12M - $2.23M
95.2K $11.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-15.3K
- 74.39%
$82.28 - $117.52 $1.26M - $1.8M
5.27K $446K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-972
- 0.49%
$75.1 - $82.99 $73K - $80.7K
196K $14.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5K
- 5.32%
$59.25 - $72.99 $296K - $365K
88.9K $5.31M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-23.4K
- 43.22%
$44.04 - $49.49 $1.03M - $1.16M
30.7K $1.35M
PG
Procter & Gamble CO

Consumer Defensive
-5.03K
- 7.11%
$161.05 - $179.7 $809K - $903K
65.7K $11M
HON
Honeywell International Inc

Industrials
-5.16K
- 73.64%
$202.84 - $236.0 $1.05M - $1.22M
1.85K $417K
HD
Home Depot, Inc.

Consumer Cyclical
-984
- 3.07%
$385.02 - $431.37 $379K - $424K
31.1K $12.1M
HSY
Hershey CO

Consumer Defensive
-4K
- 61.35%
$168.67 - $193.65 $675K - $775K
2.52K $426K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.22K
- 63.53%
$501.29 - $612.85 $610K - $745K
698 $363K
ABT
Abbott Laboratories

Healthcare
-5.32K
- 31.35%
$111.93 - $119.39 $595K - $635K
11.6K $1.32M
VIG
Vanguard Dividend Appreciation

ETFs
-2.3K
- 5.33%
N/A
40.7K $7.42M
MCD
Mcdonalds Corp

Consumer Cyclical
-334
- 1.71%
$288.47 - $316.54 $96.3K - $106K
19.2K $5.57M
EEM
Ishares Msci Emerging Markets

ETFs
-461
- 0.88%
$41.82 - $47.36 $19.3K - $21.8K
52.1K $2.18M
KLAC
Kla Corp

Technology
-30
- 2.12%
$614.46 - $829.55 $18.4K - $24.9K
1.39K $873K
WM
Waste Management Inc

Industrials
-399
- 8.58%
$201.79 - $228.46 $80.5K - $91.2K
4.25K $857K
PGR
Progressive Corp

Financial Services
-145
- 3.08%
$239.6 - $268.88 $34.7K - $39K
4.56K $1.09M
ORCL
Oracle Corp

Technology
-347
- 5.11%
$165.41 - $192.43 $57.4K - $66.8K
6.45K $1.07M
MMM
3 M CO

Industrials
-30
- 0.93%
$124.74 - $137.12 $3.74K - $4.11K
3.2K $413K
AJG
Arthur J. Gallagher & Co.

Financial Services
-70
- 2.11%
$278.49 - $315.16 $19.5K - $22.1K
3.24K $920K
F&G Annuities & Life Inc
-483
- 1.45%
N/A
32.9K $0
Canadian Pacific Kansas City
-530K
- 86.01%
N/A
86.2K $0
ADP
Automatic Data Processing Inc

Industrials
-21
- 1.49%
$280.08 - $307.97 $5.88K - $6.47K
1.39K $406K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-11
- 5.42%
$4100.99 - $5300.34 $45.1K - $58.3K
192 $953K
IWV
Ishares Russell 3000 ETF

ETFs
-58
- 0.16%
$323.08 - $349.08 $18.7K - $20.2K
35.3K $11.8M
AFRM
Affirm Holdings, Inc.

Technology
-44.4K
- 27.55%
$38.48 - $72.86 $1.71M - $3.23M
117K $7.11M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-57
- 0.07%
$311.11 - $335.64 $17.7K - $19.1K
82.3K $26.5M
AAPL
Apple Inc.

Technology
-14.1K
- 4.88%
$221.69 - $259.02 $3.13M - $3.66M
276K $69M
JPM
Jpmorgan Chase & CO

Financial Services
-13.2K
- 7.8%
$205.18 - $250.29 $2.71M - $3.31M
156K $37.4M
PLTR
Palantir Technologies Inc.

Technology
-76.6K
- 35.82%
$36.46 - $82.38 $2.79M - $6.31M
137K $10.4M
GOOGL
Alphabet Inc.

Communication Services
-1.07K
- 0.94%
$161.86 - $196.66 $172K - $209K
112K $21.2M
Activity Summary
Buys All Purchases 57 New Holdings 7 Increased Positions 50 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Allen Investment Management LLC Portfolio

Follow Allen Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email