Ami Investment Management Inc Reduced Holdings in Q4 2024

Ami Investment Management Inc

  • $283 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
-2.98K
- 12.07%
$244.52 - $284.07 $729K - $847K
21.7K $5.36M
VHT
Vanguard Health Care ETF

ETFs
-1.17K
- 3.7%
$250.81 - $283.3 $293K - $331K
30.5K $7.73M
PEP
Pepsico Inc

Consumer Defensive
-5.56K
- 45.43%
$151.29 - $176.1 $842K - $980K
6.68K $1.02M
FISV
Fiserv Inc

Technology
-4.05K
- 15.26%
N/A
22.5K $2.82M
VTV
Vanguard Value ETF

ETFs
-2.11K
- 10.04%
$168.32 - $181.87 $355K - $383K
18.9K $3.2M
WMT
Walmart Inc.

Consumer Defensive
-5.49K
- 39.05%
$79.1 - $95.7 $434K - $525K
8.57K $774K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-645
- 7.85%
$521.84 - $558.82 $337K - $360K
7.57K $4.08M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.75K
- 4.35%
$26.63 - $30.23 $73.1K - $83K
60.3K $1.61M
ORCL
Oracle Corp

Technology
-704
- 8.63%
$165.41 - $192.43 $116K - $135K
7.45K $1.24M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.71K
- 34.79%
$67.29 - $73.38 $115K - $126K
3.21K $217K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-457
- 10.9%
$75.1 - $82.99 $34.3K - $37.9K
3.74K $282K
EEM
Ishares Msci Emerging Markets

ETFs
-700
- 8.96%
$41.82 - $47.36 $29.3K - $33.2K
7.12K $297K
PG
Procter & Gamble CO

Consumer Defensive
-175
- 4.9%
$161.05 - $179.7 $28.2K - $31.4K
3.4K $569K
VBR
Vanguard Small Cap Value ETF

ETFs
-57
- 3.46%
$197.36 - $217.3 $11.2K - $12.4K
1.59K $314K
HON
Honeywell International Inc

Industrials
-6
- 0.46%
$202.84 - $236.0 $1.22K - $1.42K
1.29K $290K
EPD
Enterprise Products Partners L.P.

Energy
-511
- 1.72%
$28.66 - $34.43 $14.6K - $17.6K
29.1K $913K
META
Meta Platforms, Inc.

Communication Services
-192
- 2.01%
$554.08 - $632.68 $106K - $121K
9.36K $5.52M
TJX
Tjx Companies Inc

Consumer Cyclical
-51
- 0.15%
$112.15 - $127.2 $5.72K - $6.49K
34.1K $4.12M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-2.4K
- 7.06%
$97.09 - $120.01 $233K - $288K
31.6K $3.41M
BAC
Bank Of America Corp

Financial Services
-4.67K
- 5.35%
$39.22 - $47.77 $183K - $223K
82.5K $3.63M
GHC
Graham Holdings CO

Consumer Defensive
-52
- 1.23%
$771.16 - $960.36 $40.1K - $49.9K
4.19K $3.65M
AAPL
Apple Inc.

Technology
-53
- 0.48%
$221.69 - $259.02 $11.7K - $13.7K
11K $2.76M
DIS
Walt Disney CO

Communication Services
-382
- 1.06%
$92.39 - $117.6 $35.3K - $44.9K
35.7K $3.98M
JPM
Jpmorgan Chase & CO

Financial Services
-803
- 2.46%
$205.18 - $250.29 $165K - $201K
31.9K $7.64M
VGT
Vanguard Information Technolog

ETFs
-11
- 0.02%
$571.78 - $647.97 $6.29K - $7.13K
59.7K $37.1M
Activity Summary
Buys All Purchases 35 New Holdings 2 Increased Positions 33 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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