Colonial Trust Advisors Reduced Holdings in Q3 2024

Colonial Trust Advisors

  • $1.14 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CARR
Carrier Global Corp

Industrials
-99
- 1.52%
$61.9 - $80.88 $6.13K - $8.01K
6.42K $516K
YUM
Yum Brands Inc

Consumer Cyclical
-245
- 1.12%
$125.95 - $139.96 $30.9K - $34.3K
21.7K $3.03M
CLH
Clean Harbors Inc

Industrials
-112
- 1.14%
$219.55 - $249.19 $24.6K - $27.9K
9.68K $2.34M
MMM
3 M CO

Industrials
-600
- 9.79%
$99.69 - $139.42 $59.8K - $83.7K
5.53K $755K
SRE
Sempra Energy

Utilities
-303
- 1.31%
$74.97 - $84.04 $22.7K - $25.5K
22.8K $1.9M
IBB
Ishares Biotechnology ETF

ETFs
-1.11K
- 2.59%
$135.09 - $149.47 $149K - $165K
41.6K $6.06M
NSC
Norfolk Southern Corp

Industrials
-310
- 2.9%
$213.75 - $259.69 $66.3K - $80.5K
10.4K $2.58M
GLD
Spdr Gold Trust

ETFs
-60
- 0.51%
$215.56 - $246.98 $12.9K - $14.8K
11.7K $2.84M
BWA
Borgwarner Inc

Consumer Cyclical
-632
- 0.62%
$31.19 - $36.75 $19.7K - $23.2K
102K $3.69M
DE
Deere & CO

Industrials
-222
- 1.05%
$344.84 - $418.0 $76.6K - $92.8K
20.9K $8.73M
SPGI
S&P Global Inc.

Financial Services
-88
- 0.68%
$446.32 - $527.38 $39.3K - $46.4K
12.8K $6.61M
CAT
Caterpillar Inc

Industrials
-139
- 0.73%
$316.8 - $391.12 $44K - $54.4K
18.9K $7.37M
NKE
Nike, Inc.

Consumer Cyclical
-2.32K
- 2.06%
$71.09 - $89.44 $165K - $208K
110K $9.75M
KO
Coca Cola CO

Consumer Defensive
-1.53K
- 0.8%
$62.69 - $73.01 $96.2K - $112K
190K $13.7M
TT
Trane Technologies PLC

Industrials
-356
- 1.19%
$314.21 - $388.71 $112K - $138K
29.6K $11.5M
DUK
Duke Energy Corp

Utilities
-774
- 0.59%
$99.35 - $117.71 $76.9K - $91.1K
129K $14.9M
Activity Summary
Buys All Purchases 195 New Holdings 35 Increased Positions 160 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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