Corda Investment Management, Llc. Sells in Q4 2024

Corda Investment Management, Llc.

  • $1.23 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UL
Unilever PLC

Consumer Defensive
-3.76K
- 0.45%
$56.7 - $64.64 $213K - $243K
825K $46.8M
KO
Coca Cola CO

Consumer Defensive
-7.09K
- 1.56%
$61.74 - $71.71 $437K - $508K
447K $27.8M
VZ
Verizon Communications Inc

Communication Services
-8.21K
- 1.02%
$39.6 - $45.21 $325K - $371K
794K $31.8M
KHC
Kraft Heinz CO

Consumer Defensive
-25.9K
- 3.34%
$30.1 - $36.02 $780K - $933K
750K $23M
HIW
Highwoods Properties, Inc.

Real Estate
-3.65K
- 0.43%
$29.37 - $36.37 $107K - $133K
852K $26M
PG
Procter & Gamble CO

Consumer Defensive
-4.6K
- 1.92%
$161.05 - $179.7 $741K - $827K
235K $39.4M
WELL
Welltower Inc.

Real Estate
-10.5K
- 2.84%
$123.11 - $139.3 $1.29M - $1.46M
358K $45.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.55K
- 1.66%
$288.47 - $316.54 $446K - $489K
91.4K $26.5M
AAPL
Apple Inc.

Technology
-21.5K
- 9.99%
$221.69 - $259.02 $4.77M - $5.57M
194K $48.5M
CPT
Camden Property Trust

Real Estate
-183
- 0.09%
$112.52 - $127.03 $20.6K - $23.2K
207K $24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-386
- 1.69%
$442.29 - $483.08 $171K - $186K
22.5K $10.2M
TDG
Trans Digm Group Inc

Industrials
-7
- 0.67%
$1239.0 - $1442.53 $8.67K - $10.1K
1.04K $1.32M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-549
- 1.08%
$51.09 - $55.27 $28K - $30.3K
50.3K $2.57M
CAT
Caterpillar Inc

Industrials
-14
- 0.42%
$360.37 - $416.88 $5.05K - $5.84K
3.3K $1.2M
SPG
Simon Property Group Inc

Real Estate
-4.52K
- 2.04%
$167.23 - $183.84 $757K - $832K
217K $37.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-180
- 0.56%
$126.68 - $134.74 $22.8K - $24.3K
31.8K $4.06M
VIG
Vanguard Dividend Appreciation

ETFs
-76
- 0.39%
N/A
19.5K $3.55M
IVV
Ishares Core S&P 500 ETF

ETFs
-43
- 2.25%
$570.51 - $610.59 $24.5K - $26.3K
1.86K $1.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-21
- 0.81%
$567.81 - $607.81 $11.9K - $12.8K
2.56K $1.5M
CUZ
Cousins Properties Inc

Real Estate
-6.92K
- 0.71%
$28.63 - $31.94 $198K - $221K
973K $29.8M
GLW
Corning Inc

Technology
-8.35K
- 1.42%
$44.11 - $49.76 $368K - $416K
581K $27.6M
USB
Us Bancorp \De\

Financial Services
-10.7K
- 1.13%
$43.98 - $53.66 $470K - $574K
940K $45M
CME
Cme Group Inc.

Financial Services
-5.12K
- 2.18%
$221.17 - $246.02 $1.13M - $1.26M
230K $53.5M
BK
Bank Of New York Mellon Corp

Financial Services
-22.4K
- 3.07%
$70.82 - $81.87 $1.59M - $1.84M
707K $54.3M
DIS
Walt Disney CO

Communication Services
-10K
- 4.5%
$92.39 - $117.6 $928K - $1.18M
213K $23.7M
GOOGL
Alphabet Inc.

Communication Services
-1.66K
- 0.76%
$161.86 - $196.66 $268K - $326K
215K $40.7M
SCHW
Schwab Charles Corp

Financial Services
-13.8K
- 2.19%
$63.31 - $82.85 $875K - $1.15M
617K $45.6M
Activity Summary
Buys All Purchases 41 New Holdings 4 Increased Positions 37 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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