Cibc Private Wealth Group, LLC Reduced Holdings in Q4 2024

Cibc Private Wealth Group, LLC

  • $52.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
-1.24K
- 3.16%
$479.66 - $614.62 $594K - $761K
37.9K $18.4M
BRO
Brown & Brown, Inc.

Financial Services
-21.7K
- 1.53%
$100.93 - $113.42 $2.19M - $2.46M
1.39M $142M
SBUX
Starbucks Corp

Consumer Cyclical
-27.8K
- 9.77%
$87.44 - $102.5 $2.43M - $2.84M
256K $23.4M
ITW
Illinois Tool Works Inc

Industrials
-11.4K
- 6.97%
$253.56 - $278.5 $2.88M - $3.16M
152K $38.4M
ECL
Ecolab Inc.

Basic Materials
-4.84K
- 3.46%
$234.32 - $261.43 $1.13M - $1.27M
135K $31.6M
AVTR
Avantor, Inc.

Basic Materials
-34.2K
- 5.03%
$19.72 - $25.54 $675K - $874K
646K $13.6M
GE
General Electric CO

Industrials
-10.2K
- 10.05%
$159.95 - $194.23 $1.62M - $1.97M
90.9K $15.2M
RLI
Rli Corp

Financial Services
-25.2K
- 75.66%
$151.91 - $180.89 $3.82M - $4.55M
8.1K $1.34M
MKL
Markel Corp

Financial Services
-2.37K
- 95.4%
$1542.01 - $1785.11 $3.65M - $4.22M
114 $196K
SHEL
Shell PLC

Energy
-5.32K
- 0.57%
$60.63 - $70.23 $323K - $374K
929K $58.3M
GD
General Dynamics Corp

Industrials
-601
- 0.77%
$260.28 - $314.03 $156K - $189K
77.2K $20.4M
NVO
Novo Nordisk A S

Healthcare
-13.7K
- 23.84%
$85.0 - $120.04 $1.17M - $1.65M
43.9K $3.77M
CB
Chubb LTD

Financial Services
-2.71K
- 1.44%
$271.57 - $301.89 $735K - $818K
185K $51.1M
TGT
Target Corp

Consumer Defensive
-13.2K
- 23.94%
$121.59 - $160.69 $1.61M - $2.12M
41.9K $5.67M
EQNR
Equinor Asa

Energy
-66.6K
- 8.38%
$21.88 - $27.12 $1.46M - $1.81M
728K $17.2M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-5.89K
- 2.97%
$424.05 - $524.22 $2.5M - $3.09M
192K $89.4M
UPS
United Parcel Service Inc

Industrials
-9.77K
- 6.32%
$122.65 - $138.35 $1.2M - $1.35M
145K $18.3M
ORCL
Oracle Corp

Technology
-4.97K
- 0.94%
$165.41 - $192.43 $822K - $957K
526K $87.7M
WCN
Waste Connections, Inc.

Industrials
-4.47K
- 1.61%
$171.06 - $193.25 $764K - $864K
273K $46.8M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-18.3K
- 2.98%
$30.42 - $36.45 $557K - $667K
596K $18.9M
HUBB
Hubbell Inc

Industrials
-3.2K
- 2.48%
$418.89 - $472.12 $1.34M - $1.51M
126K $52.8M
RRX
Regal Rexnord Corp

Industrials
-4.47K
- 2.61%
$153.56 - $182.22 $686K - $814K
167K $25.9M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-11.5K
- 5.71%
$106.56 - $113.11 $1.23M - $1.3M
190K $20.3M
VIG
Vanguard Dividend Appreciation

ETFs
-13.1K
- 16.53%
N/A
66.1K $12M
NKE
Nike, Inc.

Consumer Cyclical
-2.89K
- 1.72%
$73.36 - $89.13 $212K - $258K
165K $12.5M
EQT
Eqt Corp

Energy
-285K
- 24.95%
$35.62 - $46.89 $10.1M - $13.4M
856K $39.5M
BDX
Becton Dickinson & CO

Healthcare
-3K
- 2.61%
$220.02 - $243.75 $660K - $731K
112K $25.3M
IBM
International Business Machines Corp

Technology
-7.77K
- 1.64%
$204.9 - $238.04 $1.59M - $1.85M
466K $102M
CARR
Carrier Global Corp

Industrials
-11.4K
- 9.43%
$66.69 - $82.65 $762K - $944K
110K $7.49M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-31K
- 25.7%
$74.18 - $85.35 $2.3M - $2.64M
89.5K $6.9M
CPNG
Coupang, Inc.

Consumer Cyclical
-57.4K
- 17.26%
$21.98 - $26.89 $1.26M - $1.54M
275K $6.05M
BERY
Berry Global Group, Inc.

Consumer Cyclical
-10.8K
- 2.74%
$64.2 - $72.31 $694K - $782K
384K $24.8M
GPC
Genuine Parts CO

Consumer Cyclical
-10.5K
- 34.4%
$113.11 - $143.63 $1.19M - $1.51M
20.1K $2.34M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.37K
- 0.34%
$96.64 - $101.23 $133K - $139K
408K $39.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
-21.1K
- 16.81%
$57.29 - $63.1 $1.21M - $1.33M
104K $6M
CVS
Cvs Health Corp

Healthcare
-7.75K
- 9.06%
$43.78 - $67.46 $339K - $523K
77.8K $3.49M
IEX
Idex Corp

Industrials
-4.38K
- 2.36%
$202.75 - $236.06 $887K - $1.03M
181K $37.9M
WM
Waste Management Inc

Industrials
-6.82K
- 9.81%
$201.79 - $228.46 $1.38M - $1.56M
62.7K $12.7M
WHR
Whirlpool Corp

Consumer Cyclical
-16.4K
- 88.28%
$99.28 - $124.45 $1.63M - $2.04M
2.18K $249K
FCPT
Four Corners Property Trust, Inc.

Real Estate
-52.1K
- 41.4%
$26.74 - $29.73 $1.39M - $1.55M
73.7K $2M
AWK
American Water Works Company, Inc.

Utilities
-4.88K
- 10.06%
$123.83 - $146.07 $604K - $712K
43.6K $5.43M
OI
O I Glass, Inc.

Consumer Cyclical
-87.2K
- 27.98%
$9.95 - $13.37 $867K - $1.17M
224K $2.43M
CAT
Caterpillar Inc

Industrials
-1.15K
- 2.71%
$360.37 - $416.88 $414K - $479K
41.3K $15M
ROST
Ross Stores, Inc.

Consumer Cyclical
-12.9K
- 3.0%
$138.59 - $156.61 $1.79M - $2.02M
417K $63.1M
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
-90.3K
- 14.35%
$10.51 - $12.35 $949K - $1.12M
539K $5.76M
ABC
Amerisourcebergen Corp

Healthcare
-8.35K
- 2.63%
N/A
309K $57.2M
ACN
Accenture PLC

Technology
-3.26K
- 1.4%
$343.9 - $376.86 $1.12M - $1.23M
230K $80.9M
OSK
Oshkosh Corp

Industrials
-6.65K
- 3.79%
$93.84 - $115.52 $624K - $769K
169K $16.1M
ORCC
Owl Rock Capital Corp

Financial Services
-111K
- 71.19%
N/A
45K $602K
Activity Summary
Buys All Purchases 945 New Holdings 152 Increased Positions 793 Sells All Sells 1137 Reductions 1136 Sold out 1 Options Calls 0 Puts 0
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