Birch Hill Investment Advisors LLC Sells in Q4 2024

Birch Hill Investment Advisors LLC

  • $2.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-153K
- 34.14%
$96.31 - $114.76 $14.7M - $17.5M
295K $29.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
-5.34K
- 3.47%
$219.66 - $257.62 $1.17M - $1.38M
148K $32.8M
ECL
Ecolab Inc.

Basic Materials
-1.55K
- 0.5%
$234.32 - $261.43 $362K - $404K
305K $71.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-12.8K
- 3.58%
$59.25 - $72.99 $756K - $931K
343K $20.5M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.32K
- 0.31%
$209.89 - $233.24 $277K - $308K
430K $91.4M
FISV
Fiserv Inc

Technology
-35.7K
- 5.88%
N/A
571K $71.5M
JNJ
Johnson & Johnson

Healthcare
-7.41K
- 4.19%
$143.34 - $165.86 $1.06M - $1.23M
169K $24.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.94K
- 10.78%
$570.51 - $610.59 $2.82M - $3.02M
40.9K $24.1M
BAC
Bank Of America Corp

Financial Services
-78.9K
- 22.44%
$39.22 - $47.77 $3.1M - $3.77M
273K $12M
GNTX
Gentex Corp

Consumer Cyclical
-49.2K
- 9.02%
$28.6 - $31.34 $1.41M - $1.54M
496K $14.3M
CL
Colgate Palmolive CO

Consumer Defensive
-2.54K
- 3.73%
$90.22 - $102.31 $229K - $259K
65.4K $5.95M
CVS
Cvs Health Corp

Healthcare
-5.58K
- 12.54%
$43.78 - $67.46 $244K - $376K
38.9K $1.75M
MAS
Masco Corp

Industrials
-3.74K
- 5.59%
$72.52 - $85.73 $271K - $320K
63.1K $4.58M
UPS
United Parcel Service Inc

Industrials
-4.56K
- 10.65%
$122.65 - $138.35 $560K - $631K
38.3K $4.83M
KO
Coca Cola CO

Consumer Defensive
-1.11K
- 1.14%
$61.74 - $71.71 $68.5K - $79.6K
96.4K $6M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-4.88K
- 17.46%
$180.39 - $205.43 $879K - $1M
23K $4.37M
ABBV
Abb Vie Inc.

Healthcare
-78
- 0.28%
$164.99 - $203.87 $12.9K - $15.9K
27.8K $4.95M
NKE
Nike, Inc.

Consumer Cyclical
-629
- 1.68%
$73.36 - $89.13 $46.1K - $56.1K
36.9K $2.79M
MKC
Mccormick & CO Inc

Consumer Defensive
-430
- 0.61%
$73.97 - $84.09 $31.8K - $36.2K
70.4K $5.37M
PG
Procter & Gamble CO

Consumer Defensive
-66
- 0.11%
$161.05 - $179.7 $10.6K - $11.9K
57.8K $9.68M
VEA
Vanguard Ftse Developed Market

ETFs
-94
- 0.16%
$47.57 - $52.44 $4.47K - $4.93K
58.3K $2.79M
CARR
Carrier Global Corp

Industrials
-400
- 1.86%
$66.69 - $82.65 $26.7K - $33.1K
21.1K $1.44M
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.17K
- 22.58%
$87.25 - $95.52 $277K - $303K
10.9K $961K
UNP
Union Pacific Corp

Industrials
-270
- 3.1%
$223.15 - $249.32 $60.3K - $67.3K
8.44K $1.92M
EEM
Ishares Msci Emerging Markets

ETFs
-170
- 0.45%
$41.82 - $47.36 $7.11K - $8.05K
37.8K $1.58M
PFE
Pfizer Inc

Healthcare
-3.59K
- 13.51%
$24.8 - $30.19 $89K - $108K
23K $608K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-324
- 13.21%
$521.84 - $558.82 $169K - $181K
2.13K $1.15M
GWW
W.W. Grainger, Inc.

Industrials
-435
- 2.09%
$1023.06 - $1220.93 $445K - $531K
20.4K $21.5M
ACGL
Arch Capital Group Ltd.

Financial Services
-100
- 1.53%
$88.71 - $114.86 $8.87K - $11.5K
6.45K $595K
CMCSA
Comcast Corp

Communication Services
-662
- 2.74%
$37.39 - $45.14 $24.8K - $29.9K
23.5K $883K
OTIS
Otis Worldwide Corp

Industrials
-162
- 1.66%
$92.57 - $106.01 $15K - $17.2K
9.63K $891K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-655
- 3.82%
$101.77 - $113.02 $66.7K - $74K
16.5K $1.74M
MCD
Mcdonalds Corp

Consumer Cyclical
-35
- 0.6%
$288.47 - $316.54 $10.1K - $11.1K
5.82K $1.69M
D
Dominion Energy, Inc

Utilities
-270
- 1.33%
$52.63 - $60.92 $14.2K - $16.4K
20.1K $1.08M
AVY
Avery Dennison Corp

Industrials
-25
- 1.13%
$186.26 - $220.48 $4.66K - $5.51K
2.19K $410K
QCOM
Qualcomm Inc

Technology
-130
- 4.81%
$150.4 - $178.04 $19.6K - $23.1K
2.57K $395K
VZ
Verizon Communications Inc

Communication Services
-100
- 0.86%
$39.6 - $45.21 $3.96K - $4.52K
11.5K $460K
MMM
3 M CO

Industrials
-30
- 0.51%
$124.74 - $137.12 $3.74K - $4.11K
5.9K $761K
CVX
Chevron Corp

Energy
-82
- 0.54%
$141.15 - $162.53 $11.6K - $13.3K
15.2K $2.2M
NTR
Nutrien Ltd.

Basic Materials
-200
- 1.79%
$44.04 - $50.78 $8.81K - $10.2K
11K $490K
IVE
Ishares S&P 500 Value ETF

ETFs
-79
- 2.07%
$189.5 - $206.17 $15K - $16.3K
3.73K $712K
ABT
Abbott Laboratories

Healthcare
-120
- 0.46%
$111.93 - $119.39 $13.4K - $14.3K
26.2K $2.97M
SYY
Sysco Corp

Consumer Defensive
-98
- 1.89%
$73.63 - $81.77 $7.22K - $8.01K
5.1K $389K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-145
- 4.59%
$107.41 - $115.71 $15.6K - $16.8K
3.01K $332K
VTI
Vanguard Total Stock Market Et

ETFs
-50
- 5.61%
$280.04 - $302.45 $14K - $15.1K
841 $243K
VO
Vanguard Mid Cap ETF

ETFs
-8
- 0.2%
$261.5 - $284.63 $2.09K - $2.28K
4.07K $1.07M
Ishares Bitcoin Trust ETF
-1.5K
- 9.49%
N/A
14.3K $0
Ge Vernova Inc
-23
- 1.58%
N/A
1.43K $0
VB
Vanguard Small Cap ETF

ETFs
-4
- 0.16%
$233.76 - $261.58 $935 - $1.05K
2.52K $605K
Activity Summary
Buys All Purchases 73 New Holdings 10 Increased Positions 63 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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