Cornerstone Management, Inc. Closed Holding Positions

Cornerstone Management, Inc.

  • $479 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UCBI
United Community Banks Inc

Financial Services
Q1 2016 Filed on Jun 01, 2023
45,015
N/A
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2017 Filed on Jun 01, 2023
20,436
N/A
HYG
Ishares Tr

ETFs
Q1 2016 Filed on Jun 01, 2023
8,732
N/A
DIS
Walt Disney CO

Communication Services
Q4 2016 Filed on Jun 01, 2023
2,928
N/A
CVS
Cvs Health Corp

Healthcare
Q2 2016 Filed on Jun 01, 2023
1,995
N/A
CSCO
Cisco Systems, Inc.

Technology
Q1 2016 Filed on Jun 01, 2023
7,619
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q3 2017 Filed on Jun 01, 2023
6,733
$55.23 - $63.74 $372K - $429K
T
At&T Inc.

Communication Services
Q4 2016 Filed on Jun 01, 2023
5,227
N/A
MMM
3 M CO

Industrials
Q4 2016 Filed on Jun 01, 2023
2,325
N/A
JPM
Jpmorgan Chase & CO

Financial Services
Q4 2016 Filed on Jun 01, 2023
3,011
N/A
PEP
Pepsico Inc

Consumer Defensive
Q4 2016 Filed on Jun 01, 2023
3,790
N/A
PFE
Pfizer Inc

Healthcare
Q4 2016 Filed on Jun 01, 2023
11,028
N/A
NEE
Nextera Energy Inc

Utilities
Q4 2016 Filed on Jun 01, 2023
2,000
N/A
INTC
Intel Corp

Technology
Q3 2016 Filed on Jun 01, 2023
10,112
N/A
WFC
Wells Fargo & Company

Financial Services
Q2 2017 Filed on Jun 01, 2023
3,893
N/A
Valspar Corp
Q1 2017 Filed on Jun 01, 2023
2,100
N/A
PG
Procter & Gamble CO

Consumer Defensive
Q4 2016 Filed on Jun 01, 2023
5,844
N/A
PPG
Ppg Industries Inc

Basic Materials
Q3 2015 Filed on Jun 01, 2023
2,000
N/A
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2016 Filed on Jun 01, 2023
3,199
N/A
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q3 2018 Filed on May 26, 2023
4,209
N/A
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q3 2018 Filed on May 26, 2023
16,856
N/A
FNDC
Schwab Fundamental Intl Small

ETFs
Q3 2018 Filed on May 26, 2023
13,565
N/A
FNDF
Schwab Fundamental Intl Large

ETFs
Q3 2018 Filed on May 26, 2023
31,974
N/A
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q3 2018 Filed on May 26, 2023
16,175
N/A
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q3 2018 Filed on May 26, 2023
5,943
N/A
VGT
Vanguard Information Technolog

ETFs
Q3 2018 Filed on May 26, 2023
3,851
N/A
Stage Stores Inc
Q1 2019 Filed on May 26, 2023
15,000
N/A
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q3 2019 Filed on May 26, 2023
20,978
$106.71 - $109.19 $2.24M - $2.29M
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2020 Filed on May 26, 2023
9,403
$27.99 - $43.13 $263K - $406K
MRK
Merck & Co., Inc.

Healthcare
Q2 2020 Filed on May 26, 2023
2,649
$70.42 - $80.13 $187K - $212K
Ishares Tr
Q4 2020 Filed on May 26, 2023
147,000
N/A
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q4 2020 Filed on May 26, 2023
61,553
$101.9 - $102.06 $6.27M - $6.28M
FNDA
Schwab Fundamental U S Small C

ETFs
Q3 2018 Filed on May 26, 2023
7,765
N/A
FNDX
Schwab Fundamental U S Large C

ETFs
Q3 2018 Filed on May 26, 2023
28,794
N/A
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q3 2018 Filed on May 26, 2023
13,324
N/A
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q3 2018 Filed on May 26, 2023
28,572
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q3 2018 Filed on May 26, 2023
17,178
N/A
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q3 2018 Filed on May 26, 2023
10,617
$41.45 - $46.79 $440K - $497K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2019 Filed on May 26, 2023
10,480
$14.49 - $14.76 $152K - $155K
NLY
Annaly Capital Management Inc

Real Estate
Q4 2022 Filed on May 09, 2023
296
$15.12 - $22.5 $4.48K - $6.66K
BLK
Black Rock Inc.

Financial Services
Q4 2022 Filed on May 09, 2023
8
$530.32 - $774.75 $4.24K - $6.2K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2022 Filed on May 09, 2023
2
$1634.61 - $2085.44 $3.27K - $4.17K
BR
Broadridge Financial Solutions, Inc.

Technology
Q4 2022 Filed on May 09, 2023
54
$132.57 - $152.46 $7.16K - $8.23K
CI
Cigna Corp

Healthcare
Q4 2022 Filed on May 09, 2023
12
$285.73 - $339.09 $3.43K - $4.07K
AVDV
American Centy ETF Tr Avantis

ETFs
Q4 2022 Filed on May 09, 2023
40
$47.39 - $57.3 $1.9K - $2.29K
LNT
Alliant Energy Corp

Utilities
Q4 2022 Filed on May 09, 2023
1,186
$48.7 - $56.57 $57.8K - $67.1K
ABT
Abbott Laboratories

Healthcare
Q4 2022 Filed on May 09, 2023
150
$95.06 - $111.52 $14.3K - $16.7K
RGP
Resources Connection, Inc.

Industrials
Q3 2022 Filed on May 09, 2023
1,800
$17.53 - $22.0 $31.6K - $39.6K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on May 09, 2023
40
$58.04 - $100.2 $2.32K - $4.01K
Track This Portfolio

Track Cornerstone Management, Inc. Portfolio

Follow Cornerstone Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email