Anchor Capital Advisors LLC Reduced Holdings in Q4 2024

Anchor Capital Advisors LLC

  • $3.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
-2.84K
- 3.39%
$239.6 - $268.88 $680K - $764K
81K $19.4M
MPC
Marathon Petroleum Corp

Energy
-373
- 0.51%
$131.65 - $174.84 $49.1K - $65.2K
73K $10.2M
MTB
M&T Bank Corp

Financial Services
-29.3K
- 7.75%
$172.48 - $221.95 $5.06M - $6.51M
349K $65.7M
IEF
Ishares Barclays

ETFs
-13.7K
- 17.46%
$92.08 - $98.18 $1.26M - $1.34M
64.7K $5.98M
AJG
Arthur J. Gallagher & Co.

Financial Services
-7.07K
- 5.07%
$278.49 - $315.16 $1.97M - $2.23M
133K $37.6M
CB
Chubb LTD

Financial Services
-2.38K
- 2.94%
$271.57 - $301.89 $646K - $718K
78.7K $21.7M
BWXT
Bwx Technologies, Inc.

Industrials
-23.4K
- 6.4%
$111.39 - $133.28 $2.61M - $3.12M
343K $38.2M
UNP
Union Pacific Corp

Industrials
-1.61K
- 2.45%
$223.15 - $249.32 $360K - $402K
64.2K $14.6M
AMAT
Applied Materials Inc

Technology
-389
- 1.04%
$161.44 - $213.89 $62.8K - $83.2K
37.1K $6.03M
OTIS
Otis Worldwide Corp

Industrials
-3.58K
- 3.89%
$92.57 - $106.01 $331K - $379K
88.3K $8.18M
PG
Procter & Gamble CO

Consumer Defensive
-3.88K
- 3.3%
$161.05 - $179.7 $625K - $698K
114K $19.1M
IWM
Ishares Russell 2000 ETF

ETFs
-5.84K
- 26.62%
$216.13 - $242.4 $1.26M - $1.42M
16.1K $3.56M
MSFT
Microsoft Corp

Technology
-1.46K
- 2.01%
$406.35 - $454.46 $592K - $663K
71.1K $30M
XEL
Xcel Energy Inc

Utilities
-33.8K
- 7.22%
$62.16 - $72.92 $2.1M - $2.46M
434K $29.3M
WRB
Berkley W R Corp

Financial Services
-62.5K
- 4.6%
$56.48 - $64.94 $3.53M - $4.06M
1.3M $75.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.65K
- 4.71%
$285.5 - $335.62 $756K - $889K
53.6K $15.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-23.5K
- 31.54%
$44.87 - $46.86 $1.05M - $1.1M
50.9K $2.28M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.05K
- 1.82%
$288.47 - $316.54 $303K - $333K
56.6K $16.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.68K
- 3.08%
$442.29 - $483.08 $744K - $813K
52.9K $24M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-22.4K
- 5.63%
$178.39 - $215.0 $3.99M - $4.81M
374K $72.2M
SHEL
Shell PLC

Energy
-2.11K
- 0.75%
$60.63 - $70.23 $128K - $148K
277K $17.4M
V
Visa Inc.

Financial Services
-10K
- 19.2%
$273.87 - $320.91 $2.75M - $3.22M
42.3K $13.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-8.8K
- 64.95%
$96.64 - $101.23 $850K - $891K
4.75K $460K
CVX
Chevron Corp

Energy
-3.93K
- 3.14%
$141.15 - $162.53 $555K - $639K
121K $17.6M
QCOM
Qualcomm Inc

Technology
-183
- 0.39%
$150.4 - $178.04 $27.5K - $32.6K
47.3K $7.27M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-553
- 0.57%
$313.15 - $374.28 $173K - $207K
97.2K $31.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-7.36K
- 12.2%
$100.22 - $100.73 $737K - $741K
53K $5.31M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-7.81K
- 39.09%
$75.1 - $82.99 $586K - $648K
12.2K $919K
CL
Colgate Palmolive CO

Consumer Defensive
-4.2K
- 15.9%
$90.22 - $102.31 $379K - $430K
22.2K $2.02M
DOW
Dow Inc.

Basic Materials
-3.34K
- 8.55%
$39.1 - $55.34 $131K - $185K
35.7K $1.43M
MBB
Ishares Tr

ETFs
-2.94K
- 3.03%
$91.26 - $95.82 $268K - $281K
94K $8.62M
CASY
Caseys General Stores Inc

Consumer Cyclical
-8.64K
- 6.35%
$366.65 - $427.88 $3.17M - $3.7M
128K $50.5M
KO
Coca Cola CO

Consumer Defensive
-5.19K
- 18.84%
$61.74 - $71.71 $320K - $372K
22.4K $1.39M
UL
Unilever PLC

Consumer Defensive
-1.73K
- 3.21%
$56.7 - $64.64 $98.3K - $112K
52.2K $2.96M
ABT
Abbott Laboratories

Healthcare
-2.67K
- 1.87%
$111.93 - $119.39 $299K - $319K
140K $15.9M
PH
Parker Hannifin Corp

Industrials
-793
- 4.5%
$621.74 - $709.46 $493K - $563K
16.8K $10.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.3K
- 3.37%
$80.13 - $83.77 $184K - $192K
65.8K $5.28M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.35K
- 0.4%
$51.54 - $52.55 $69.7K - $71K
337K $17.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.66K
- 9.0%
$311.11 - $335.64 $516K - $557K
16.8K $5.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.25K
- 3.83%
$106.56 - $113.11 $133K - $141K
31.3K $3.35M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.33K
- 2.43%
$77.86 - $79.27 $181K - $185K
93.5K $7.29M
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
-833
- 1.33%
$22.65 - $27.63 $18.9K - $23K
61.7K $1.46M
ETN
Eaton Corp PLC

Industrials
-725
- 3.61%
$326.96 - $377.52 $237K - $274K
19.4K $6.42M
SAIC
Science Applications International Corp

Technology
-399
- 6.56%
$110.11 - $154.1 $43.9K - $61.5K
5.69K $635K
MDT
Medtronic PLC

Healthcare
-869
- 6.84%
$79.61 - $92.24 $69.2K - $80.2K
11.8K $945K
RPM
Rpm International Inc

Basic Materials
-1.89K
- 8.56%
$120.09 - $140.26 $227K - $266K
20.2K $2.49M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.66K
- 4.13%
$77.02 - $78.58 $127K - $130K
38.4K $2.97M
VGSH
Vanguard

ETFs
-2.1K
- 6.7%
$58.02 - $58.88 $122K - $124K
29.3K $1.7M
IWN
Ishares Russell2000 Val ETF

ETFs
-674
- 9.47%
$162.69 - $181.35 $110K - $122K
6.44K $1.06M
Activity Summary
Buys All Purchases 75 New Holdings 13 Increased Positions 62 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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