Corda Investment Management, Llc. Sells in Q3 2024

Corda Investment Management, Llc.

  • $1.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-21K
- 47.84%
$405.19 - $478.57 $8.5M - $10M
22.9K $10.5M
SCHW
Schwab Charles Corp

Financial Services
-4.63K
- 0.73%
$61.74 - $76.08 $286K - $352K
630K $40.9M
MRK
Merck & Co., Inc.

Healthcare
-9.45K
- 3.06%
$111.15 - $128.97 $1.05M - $1.22M
299K $34M
GOOGL
Alphabet Inc.

Communication Services
-3.74K
- 1.7%
$148.65 - $191.18 $557K - $716K
217K $35.9M
F
Ford Motor CO

Consumer Cyclical
-39.5K
- 3.49%
$9.71 - $14.55 $384K - $575K
1.09M $11.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.63K
- 1.79%
$161.02 - $200.0 $584K - $725K
199K $37M
DIS
Walt Disney CO

Communication Services
-8.65K
- 3.73%
$85.6 - $98.61 $740K - $853K
223K $21.5M
JPM
Jpmorgan Chase & CO

Financial Services
-2.46K
- 25.34%
$194.9 - $224.8 $479K - $553K
7.24K $1.53M
NVDA
Nvidia Corp

Technology
-1.47K
- 4.56%
$98.91 - $134.91 $145K - $198K
30.6K $3.72M
GOOG
Alphabet Inc.

Communication Services
-5
- 0.04%
$149.54 - $192.66 $748 - $963
11.9K $1.99M
ABBV
Abb Vie Inc.

Healthcare
-1.17K
- 13.55%
$163.84 - $199.33 $191K - $233K
7.45K $1.47M
V
Visa Inc.

Financial Services
-232
- 4.0%
$253.74 - $291.56 $58.9K - $67.6K
5.57K $1.53M
VEU
Vanguard Ftse All World Ex Us

ETFs
-20
- 0.07%
$56.47 - $63.69 $1.13K - $1.27K
28.5K $1.79M
CSCO
Cisco Systems, Inc.

Technology
-456
- 1.65%
$44.74 - $53.22 $20.4K - $24.3K
27.2K $1.45M
CAT
Caterpillar Inc

Industrials
-68
- 2.01%
$316.8 - $391.12 $21.5K - $26.6K
3.31K $1.3M
RTX
Raytheon Technologies Corp

Industrials
-285
- 2.66%
$99.55 - $123.34 $28.4K - $35.2K
10.4K $1.26M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.01K
- 3.04%
$117.9 - $128.2 $118K - $129K
32K $4.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-338
- 0.66%
$48.51 - $52.86 $16.4K - $17.9K
50.8K $2.69M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-223
- 0.86%
$475.2 - $527.7 $106K - $118K
25.6K $13.5M
BWA
Borgwarner Inc

Consumer Cyclical
-12.1K
- 4.13%
$31.19 - $36.75 $379K - $446K
282K $10.2M
PEP
Pepsico Inc

Consumer Defensive
-2.92K
- 1.08%
$161.9 - $179.3 $472K - $523K
268K $45.5M
PG
Procter & Gamble CO

Consumer Defensive
-5.37K
- 2.19%
$160.76 - $177.82 $862K - $954K
240K $41.5M
LEVI
Levi Strauss & CO

Consumer Cyclical
-26.8K
- 3.81%
$16.95 - $21.8 $455K - $585K
677K $14.8M
KHC
Kraft Heinz CO

Consumer Defensive
-25.7K
- 3.2%
$31.86 - $36.13 $818K - $927K
776K $27.2M
CNA
Cna Financial Corp

Financial Services
-5.47K
- 0.83%
$44.75 - $51.95 $245K - $284K
650K $31.8M
CPT
Camden Property Trust

Real Estate
-4.28K
- 2.03%
$107.5 - $126.88 $460K - $543K
207K $25.6M
WELL
Welltower Inc.

Real Estate
-58.9K
- 13.78%
$104.0 - $129.74 $6.12M - $7.64M
368K $47.2M
SPG
Simon Property Group Inc

Real Estate
-7.6K
- 3.32%
$146.09 - $170.11 $1.11M - $1.29M
221K $37.4M
VZ
Verizon Communications Inc

Communication Services
-4.63K
- 0.57%
$38.89 - $45.0 $180K - $208K
803K $36M
KO
Coca Cola CO

Consumer Defensive
-10.4K
- 2.24%
$62.69 - $73.01 $652K - $760K
454K $32.6M
GLW
Corning Inc

Technology
-13.8K
- 2.29%
$37.76 - $46.2 $522K - $639K
589K $26.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-10.3K
- 2.14%
$64.35 - $75.71 $660K - $776K
469K $34.6M
AAPL
Apple Inc.

Technology
-7.35K
- 3.3%
$207.23 - $234.82 $1.52M - $1.73M
215K $50.1M
DE
Deere & CO

Industrials
-2.84K
- 2.64%
$344.84 - $418.0 $979K - $1.19M
105K $43.8M
USB
Us Bancorp \De\

Financial Services
-20.2K
- 2.08%
$39.04 - $47.23 $789K - $955K
950K $43.5M
CME
Cme Group Inc.

Financial Services
-3.68K
- 1.54%
$193.43 - $220.62 $712K - $813K
235K $51.9M
HIW
Highwoods Properties, Inc.

Real Estate
-21.6K
- 2.46%
$25.97 - $33.6 $561K - $726K
855K $28.6M
CUZ
Cousins Properties Inc

Real Estate
-19.7K
- 1.97%
$22.4 - $30.21 $441K - $595K
980K $28.9M
UL
Unilever PLC

Consumer Defensive
-30.1K
- 3.51%
$54.7 - $65.59 $1.65M - $1.98M
829K $53.8M
BK
Bank Of New York Mellon Corp

Financial Services
-32.6K
- 4.28%
$59.54 - $72.17 $1.94M - $2.35M
729K $52.4M
Activity Summary
Buys All Purchases 27 New Holdings 6 Increased Positions 21 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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