Altman Advisors, Inc. Closed Holding Positions

Altman Advisors, Inc.

  • $254 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BA
Boeing CO

Industrials
Q1 2020 Filed on Apr 20, 2020
4,862
$95.01 - $347.45 $462K - $1.69M
ABMD
Abiomed Inc

Healthcare
Q1 2020 Filed on Apr 20, 2020
4,652
$130.51 - $196.01 $607K - $912K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
20,250
$56.33 - $93.75 $1.14M - $1.9M
FDS
Factset Research Systems Inc

Financial Services
Q1 2020 Filed on Apr 20, 2020
6,665
$204.55 - $308.66 $1.36M - $2.06M
WDAY
Workday, Inc.

Technology
Q1 2020 Filed on Apr 20, 2020
11,304
$113.87 - $199.38 $1.29M - $2.25M
Td Ameritrade Hldg Corp
Q1 2020 Filed on Apr 20, 2020
24,725
N/A
Barclays Bk PLC
Q4 2019 Filed on Jan 17, 2020
94,709
N/A
CLX
Clorox CO

Consumer Defensive
Q3 2019 Filed on Oct 09, 2019
16,030
$150.23 - $166.33 $2.41M - $2.67M
United Technologies Corp
Q3 2019 Filed on Oct 09, 2019
17,420
N/A
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q1 2019 Filed on Apr 12, 2019
1,434
$149.82 - $182.57 $215K - $262K
BLK
Black Rock Inc.

Financial Services
Q1 2019 Filed on Apr 12, 2019
5,846
$377.98 - $443.77 $2.21M - $2.59M
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2019 Filed on Apr 12, 2019
7,600
$56.64 - $63.65 $430K - $484K
IVV
Ishares Core S&P 500 ETF

ETFs
Q1 2019 Filed on Apr 12, 2019
5,066
$245.43 - $286.57 $1.24M - $1.45M
OXY
Occidental Petroleum Corp

Energy
Q1 2019 Filed on Apr 12, 2019
22,538
$61.24 - $68.25 $1.38M - $1.54M
VTWO
Vanguard Russell 2000 ETF

ETFs
Q1 2019 Filed on Apr 12, 2019
4,094
N/A
BGCP
Bgc Partners, Inc.

Financial Services
Q1 2019 Filed on Apr 12, 2019
132,489
$5.24 - $6.34 $694K - $840K
ADI
Analog Devices Inc

Technology
Q4 2018 Filed on Feb 07, 2019
17,946
$77.82 - $93.51 $1.4M - $1.68M
CSX
Csx Corp

Industrials
Q3 2018 Filed on Nov 13, 2018
6,832
$21.28 - $25.17 $145K - $172K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q3 2018 Filed on Nov 13, 2018
15,067
$82.24 - $87.73 $1.24M - $1.32M
FUN
Cedar Fair L P

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
33,217
$50.19 - $65.77 $1.67M - $2.18M
EPD
Enterprise Products Partners L.P.

Energy
Q3 2018 Filed on Nov 13, 2018
16,000
$27.38 - $29.91 $438K - $479K
EDIT
Editas Medicine, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
10,860
$27.65 - $38.39 $300K - $417K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q3 2018 Filed on Nov 13, 2018
830
$22.86 - $24.6 $19K - $20.4K
HUM
Humana Inc

Healthcare
Q3 2018 Filed on Nov 13, 2018
10,326
$298.8 - $340.61 $3.09M - $3.52M
FRC
First Republic Bank

Financial Services
Q3 2018 Filed on Nov 13, 2018
13,977
$95.97 - $106.2 $1.34M - $1.48M
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
26,076
$64.58 - $69.09 $1.68M - $1.8M
CHTR
Charter Communications, Inc.

Communication Services
Q3 2018 Filed on Nov 13, 2018
16,943
$274.65 - $332.59 $4.65M - $5.64M
BHF
Brighthouse Financial, Inc.

Financial Services
Q3 2018 Filed on Nov 13, 2018
160
$39.75 - $46.45 $6.36K - $7.43K
AZO
Autozone Inc

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
6,676
$667.81 - $783.0 $4.46M - $5.23M
Arris Intl Inc
Q3 2018 Filed on Nov 13, 2018
11,760
N/A
Antero Midstream Partners LP
Q3 2018 Filed on Nov 13, 2018
27,652
N/A
ATVI
Activision Blizzard, Inc.

Communication Services
Q3 2018 Filed on Nov 13, 2018
789
$68.93 - $83.19 $54.4K - $65.6K
ICF
Ishares Tr

ETFs
Q3 2018 Filed on Nov 13, 2018
7,453
$49.14 - $51.92 $366K - $387K
KRC
Kilroy Realty Corp

Real Estate
Q3 2018 Filed on Nov 13, 2018
28,821
$69.67 - $76.67 $2.01M - $2.21M
Western Gas Partners LP
Q3 2018 Filed on Nov 13, 2018
16,128
N/A
TRV
Travelers Companies, Inc.

Financial Services
Q3 2018 Filed on Nov 13, 2018
294,538
$122.39 - $134.44 $36M - $39.6M
SYNA
Synaptics Inc

Technology
Q3 2018 Filed on Nov 13, 2018
7,195
$42.69 - $51.81 $307K - $373K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
5,680
$351.14 - $408.51 $1.99M - $2.32M
OKE
Oneok Inc

Energy
Q3 2018 Filed on Nov 13, 2018
3,494
$64.56 - $71.4 $226K - $249K
LGND
Ligand Pharmaceuticals Inc

Healthcare
Q3 2018 Filed on Nov 13, 2018
8,823
$211.18 - $274.49 $1.86M - $2.42M
MDT
Medtronic PLC

Healthcare
Q3 2018 Filed on Nov 13, 2018
14,744
$85.91 - $99.17 $1.27M - $1.46M
Energy Transfer Partners LP
Q2 2018 Filed on Aug 02, 2018
16,000
N/A
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q2 2018 Filed on Aug 02, 2018
10,091
$146.33 - $183.18 $1.48M - $1.85M
CGNX
Cognex Corp

Technology
Q2 2018 Filed on Aug 02, 2018
26,710
$43.74 - $51.59 $1.17M - $1.38M
Cbs Corp New
Q2 2018 Filed on Aug 02, 2018
25,492
N/A
PSA
Public Storage

Real Estate
Q1 2018 Filed on Apr 27, 2018
9,216
$180.49 - $206.77 $1.66M - $1.91M
Priceline Grp Inc
Q1 2018 Filed on Apr 27, 2018
150
N/A
MCHP
Microchip Technology Inc

Technology
Q1 2018 Filed on Apr 27, 2018
27,277
$39.95 - $50.12 $1.09M - $1.37M
ALL
Allstate Corp

Financial Services
Q1 2018 Filed on Apr 27, 2018
4,190
$90.06 - $104.43 $377K - $438K
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