Carret Asset Management, LLC Sells in Q3 2024

Carret Asset Management, LLC

  • $898 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
-14
- 0.11%
$459.02 - $510.25 $6.43K - $7.14K
13.3K $6.59M
MET
Metlife Inc

Financial Services
-1.15K
- 2.05%
$67.96 - $82.48 $78.2K - $94.9K
54.9K $4.53M
DVY
Ishares Tr

ETFs
-80
- 0.16%
$119.99 - $135.74 $9.6K - $10.9K
48.9K $6.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-650
- 2.26%
$156.14 - $187.2 $101K - $122K
28.2K $5.2M
WELL
Welltower Inc.

Real Estate
-3.57K
- 7.15%
$104.0 - $129.74 $371K - $463K
46.4K $5.93M
SO
Southern CO

Utilities
-2.15K
- 2.83%
$77.0 - $90.52 $166K - $195K
73.9K $6.66M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.84K
- 2.82%
$98.71 - $117.61 $182K - $216K
63.5K $7.47M
CSCO
Cisco Systems, Inc.

Technology
-4K
- 2.04%
$44.74 - $53.22 $179K - $213K
192K $10.2M
HD
Home Depot, Inc.

Consumer Cyclical
-40
- 0.25%
$333.64 - $405.2 $13.3K - $16.2K
16.2K $6.55M
TRV
Travelers Companies, Inc.

Financial Services
-483
- 1.32%
$201.87 - $242.35 $97.5K - $117K
36.2K $8.46M
ABBV
Abb Vie Inc.

Healthcare
-1.01K
- 1.95%
$163.84 - $199.33 $166K - $202K
50.8K $10M
ALL
Allstate Corp

Financial Services
-90
- 0.21%
$158.43 - $192.86 $14.3K - $17.4K
43.7K $8.28M
WMT
Walmart Inc.

Consumer Defensive
-3.89K
- 3.06%
$66.91 - $81.4 $260K - $316K
123K $9.94M
PH
Parker Hannifin Corp

Industrials
-100
- 0.66%
$501.01 - $635.92 $50.1K - $63.6K
15.1K $9.54M
AXP
American Express CO

Financial Services
-214
- 0.38%
$225.92 - $271.17 $48.3K - $58K
56.7K $15.4M
AAPL
Apple Inc.

Technology
-1.77K
- 0.52%
$207.23 - $234.82 $366K - $414K
337K $78.5M
Activity Summary
Buys All Purchases 105 New Holdings 19 Increased Positions 86 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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