Clifford Swan Investment Counsel LLC New Holdings in Q1 2024

Clifford Swan Investment Counsel LLC

  • $2.68 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
1.54K
New
$124.77 - $170.98 $192K - $263K
1.54K $262K
MET
Metlife Inc

Financial Services
3.09K
New
$65.35 - $74.11 $202K - $229K
3.09K $228K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.75K
New
$95.98 - $129.37 $168K - $226K
1.75K $226K
XLE
Energy Sector Spdr

ETFs
2.35K
New
$79.91 - $94.41 $188K - $222K
2.35K $221K
FELE
Franklin Electric CO Inc

Industrials
2.02K
New
$92.42 - $106.81 $187K - $216K
2.02K $215K
KR
Kroger CO

Consumer Defensive
3.71K
New
$44.62 - $57.13 $165K - $212K
3.71K $211K
FOXA
Fox Corp

Communication Services
6.67K
New
$28.42 - $32.41 $189K - $216K
6.67K $208K
SLV
I Shares Silver Trust

ETFs
9.13K
New
$20.2 - $23.29 $184K - $213K
9.13K $207K
TRMB
Trimble Inc.

Technology
3.2K
New
$49.3 - $64.69 $158K - $207K
3.2K $205K
AEE
Ameren Corp

Utilities
2.75K
New
$67.92 - $74.66 $187K - $205K
2.75K $203K
Brookfield Asset Managmt LTD
5.75K
New
N/A
5.75K $0
Activity Summary
Buys All Purchases 58 New Holdings 12 Increased Positions 46 Sells All Sells 157 Reductions 157 Sold out 0 Options Calls 0 Puts 0
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