Aureus Asset Management, LLC Sells in Q4 2024

Aureus Asset Management, LLC

  • $1.53 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAH
Booz Allen Hamilton Holding Corp

Industrials
-37.2K
- 18.16%
$128.36 - $186.0 $4.78M - $6.92M
168K $21.6M
AMT
American Tower Corp

Real Estate
-9.77K
- 6.06%
$179.4 - $232.01 $1.75M - $2.27M
151K $27.8M
NEE
Nextera Energy Inc

Utilities
-6.87K
- 1.12%
$69.77 - $85.43 $479K - $587K
607K $43.5M
UNH
Unitedhealth Group Inc

Healthcare
-774
- 0.95%
$485.52 - $625.25 $376K - $484K
80.5K $40.7M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-81.6K
- 84.73%
$59.25 - $72.99 $4.84M - $5.96M
14.7K $878K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-945
- 1.63%
$501.29 - $612.85 $474K - $579K
57K $29.6M
HQY
Healthequity, Inc.

Healthcare
-99.5K
- 23.51%
$78.18 - $104.65 $7.78M - $10.4M
324K $31.1M
ADBE
Adobe Inc.

Technology
-749
- 1.87%
$437.39 - $552.96 $328K - $414K
39.4K $17.5M
CSGP
Costar Group, Inc.

Real Estate
-30.3K
- 10.82%
$69.7 - $81.97 $2.11M - $2.48M
250K $17.9M
CHE
Chemed Corp

Healthcare
-1.96K
- 6.53%
$517.44 - $613.19 $1.01M - $1.2M
28K $14.8M
WCN
Waste Connections, Inc.

Industrials
-2.86K
- 1.52%
$171.06 - $193.25 $489K - $552K
185K $31.8M
SPGI
S&P Global Inc.

Financial Services
-323
- 0.45%
$480.36 - $529.17 $155K - $171K
70.7K $35.2M
MRK
Merck & Co., Inc.

Healthcare
-7.43K
- 14.57%
$96.31 - $114.76 $716K - $853K
43.6K $4.33M
BX
Blackstone Inc.

Financial Services
-39.8K
- 13.69%
$148.45 - $199.05 $5.9M - $7.92M
251K $43.2M
STE
Steris PLC

Healthcare
-252
- 0.83%
$204.34 - $235.7 $51.5K - $59.4K
30.3K $6.22M
KO
Coca Cola CO

Consumer Defensive
-706
- 0.77%
$61.74 - $71.71 $43.6K - $50.6K
91.3K $5.68M
SHW
Sherwin Williams CO

Basic Materials
-151
- 0.85%
$338.75 - $399.71 $51.2K - $60.4K
17.6K $5.97M
OTIS
Otis Worldwide Corp

Industrials
-1.44K
- 3.31%
$92.57 - $106.01 $133K - $152K
41.9K $3.88M
LLY
Eli Lilly & CO

Healthcare
-2
- 0.06%
$727.2 - $932.06 $1.45K - $1.86K
3.43K $2.65M
LMT
Lockheed Martin Corp

Industrials
-2
- 0.05%
$479.66 - $614.62 $959 - $1.23K
3.74K $1.82M
ADSK
Autodesk, Inc.

Technology
-1.32K
- 1.48%
N/A
87.6K $21.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.17K
- 1.79%
$44.04 - $49.49 $51.7K - $58.1K
64.5K $2.84M
IDXX
Idexx Laboratories Inc

Healthcare
-120
- 11.45%
$406.92 - $495.42 $48.8K - $59.5K
928 $383K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-347
- 23.87%
$481.22 - $538.17 $167K - $187K
1.11K $565K
AMGN
Amgen Inc

Healthcare
-60
- 2.88%
$258.78 - $328.31 $15.5K - $19.7K
2.02K $526K
TSLA
Tesla, Inc.

Consumer Cyclical
-900
- 54.55%
$213.65 - $479.86 $192K - $432K
750 $302K
HSY
Hershey CO

Consumer Defensive
-50
- 0.99%
$168.67 - $193.65 $8.43K - $9.68K
5K $846K
ACGL
Arch Capital Group Ltd.

Financial Services
-21
- 0.35%
$88.71 - $114.86 $1.86K - $2.41K
6.05K $558K
PEP
Pepsico Inc

Consumer Defensive
-10
- 0.19%
$151.29 - $176.1 $1.51K - $1.76K
5.27K $801K
RTX
Raytheon Technologies Corp

Industrials
-40
- 0.24%
$114.45 - $127.21 $4.58K - $5.09K
16.5K $1.91M
GD
General Dynamics Corp

Industrials
-60
- 3.26%
$260.28 - $314.03 $15.6K - $18.8K
1.78K $469K
AEM
Agnico Eagle Mines LTD

Basic Materials
-800
- 13.81%
$75.99 - $88.85 $60.8K - $71.1K
4.99K $390K
XYL
Xylem Inc.

Industrials
-25
- 0.8%
$116.02 - $137.45 $2.9K - $3.44K
3.1K $359K
ZTS
Zoetis Inc.

Healthcare
-15
- 0.96%
$162.24 - $194.42 $2.43K - $2.92K
1.54K $251K
TXN
Texas Instruments Inc

Technology
-187
- 8.85%
N/A
1.93K $374K
EBC
Eastern Bankshares, Inc.

Financial Services
-5.99K
- 7.32%
$15.83 - $19.03 $94.8K - $114K
75.8K $1.31M
XOM
Exxon Mobil Corp

Energy
-24
- 0.91%
$105.51 - $125.37 $2.53K - $3.01K
2.62K $281K
IEFA
Ishares Tr

ETFs
-2
- 0.06%
$70.06 - $77.43 $140 - $155
3.61K $253K
ROL
Rollins Inc

Consumer Cyclical
-45
- 0.95%
$46.35 - $51.59 $2.09K - $2.32K
4.68K $217K
KKR
Kkr & Co. Inc.

Financial Services
-308
- 15.4%
$129.87 - $162.87 $40K - $50.2K
1.69K $250K
ACN
Accenture PLC

Technology
-12
- 0.89%
$343.9 - $376.86 $4.13K - $4.52K
1.34K $471K
CHH
Choice Hotels International Inc

Consumer Cyclical
-160
- 9.55%
$128.7 - $152.73 $20.6K - $24.4K
1.52K $215K
TRV
Travelers Companies, Inc.

Financial Services
-125
- 3.02%
$225.97 - $266.66 $28.2K - $33.3K
4.01K $966K
Linde PLC Com
-20
- 2.84%
N/A
684 $0
Blackrock, Inc.
-21
- 2.54%
N/A
806 $0
MOGA
Moog Inc Cla
-3.44K
- 9.17%
N/A
34.1K $0
GLW
Corning Inc

Technology
-20
- 0.29%
$44.11 - $49.76 $882 - $995
6.92K $328K
DLR
Digital Realty Trust, Inc.

Real Estate
-10
- 0.77%
$156.46 - $195.69 $1.56K - $1.96K
1.29K $227K
SPY
Spdr S&P 500 ETF Trust

ETFs
-150
- 1.5%
$567.81 - $607.81 $85.2K - $91.2K
9.84K $5.77M
Activity Summary
Buys All Purchases 59 New Holdings 18 Increased Positions 41 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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