Baron Wealth Management LLC Purchases and Sells in Q3 2024

Baron Wealth Management LLC

$208 Billion
Q3 2024

Top Buys

Incresed Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	9.66K + 4.5%	$105.53 - $118.34 $1.02M - $1.14M	225K $26.3B
SNA	18 + 0.08%	$255.35 - $289.77 $4.6K - $5.22K	23.4K $6.77B
UNH	467 + 32.07%	$488.01 - $604.18 $228K - $282K	1.92K $1.12B
VIG	58 + 0.32%	$182.15 - $182.15 $10.6K - $10.6K	18.4K $3.64B
CSCO	4.74K + 78.33%	$44.74 - $53.22 $212K - $252K	10.8K $574M
BRK-B	456 + 35.79%	$405.19 - $478.57 $185K - $218K	1.73K $796M

New Holdings

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CTAS	2.74K New	$201.38 - $819.83 $551K - $2.24M	2.74K $563M
MCD	1.57K New	$245.82 - $304.51 $385K - $477K	1.57K $477M
NKE	4.56K New	$71.09 - $89.44 $324K - $408K	4.56K $403M
HD	780 New	$333.64 - $405.2 $260K - $316K	780 $316M
STRL	2.1K New	$102.56 - $148.9 $216K - $313K	2.1K $305M
PHM	2.07K New	$103.95 - $144.98 $215K - $300K	2.07K $297M

Top Sells

Reduced Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
F	-68.2K - 27.31%	$9.71 - $14.55 $662K - $992K	182K $1.92B
MINT	-10.1K - 49.49%	$100.09 - $100.69 $1.01M - $1.02M	10.3K $1.04B
MSFT	-263 - 2.96%	$395.15 - $467.56 $104K - $123K	8.61K $3.7B
TJX	-2.12K - 47.03%	$107.93 - $120.23 $228K - $255K	2.38K $280M
CVX	-781 - 9.09%	$137.88 - $161.97 $108K - $126K	7.81K $1.15B
GOOGL	-241 - 4.88%	$148.65 - $191.18 $35.8K - $46.1K	4.7K $779M

Activity Summary All Purchases 123 New Holdings 36 Increased Positions 87 All Sells 69 Reductions 69 Sold out 0 Calls 0 Puts 0

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