Crown Oak Advisors, LLC Purchases in Q4 2024

Crown Oak Advisors, LLC

  • $194 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
131
+ 0.03%
$63.31 - $82.85 $8.29K - $10.9K
458K $33.9B
V
Visa Inc.

Financial Services
2.67K
+ 4.35%
$273.87 - $320.91 $731K - $856K
64K $20.2B
CPRT
Copart Inc

Consumer Cyclical
17.6K
+ 11.63%
$51.36 - $63.8 $905K - $1.12M
169K $9.7B
WSO
Watsco Inc

Industrials
4.1K
+ 20.48%
$466.57 - $568.78 $1.91M - $2.33M
24.1K $11.4B
BR
Broadridge Financial Solutions, Inc.

Technology
3.55K
+ 10.82%
$209.64 - $236.44 $745K - $840K
36.4K $8.22B
AAPL
Apple Inc.

Technology
4.31K
New
$221.69 - $259.02 $956K - $1.12M
4.31K $1.08B
KEYS
Keysight Technologies, Inc.

Technology
5.2K
+ 10.09%
$149.01 - $172.53 $774K - $896K
56.7K $9.11B
CHD
Church & Dwight CO Inc

Consumer Defensive
8.25K
+ 7.91%
$99.11 - $112.25 $817K - $926K
113K $11.8B
MCO
Moodys Corp

Financial Services
1.69K
+ 11.98%
$454.04 - $500.88 $768K - $847K
15.8K $7.49B
IT
Gartner Inc

Technology
1.98K
+ 10.04%
$481.22 - $551.8 $951K - $1.09M
21.6K $10.5B
MSFT
Microsoft Corp

Technology
895
New
$406.35 - $454.46 $364K - $407K
895 $377M
ROL
Rollins Inc

Consumer Cyclical
24.8K
+ 13.58%
$46.35 - $51.59 $1.15M - $1.28M
207K $9.59B
LLY
Eli Lilly & CO

Healthcare
391
New
$727.2 - $932.06 $284K - $364K
391 $302M
DE
Deere & CO

Industrials
214
+ 0.89%
$389.45 - $466.0 $83.3K - $99.7K
24.2K $10.3B
T
At&T Inc.

Communication Services
403
+ 0.16%
$21.22 - $23.88 $8.55K - $9.62K
246K $5.59B
CVX
Chevron Corp

Energy
32
+ 1.03%
$141.15 - $162.53 $4.52K - $5.2K
3.13K $454M
XOM
Exxon Mobil Corp

Energy
32
+ 0.89%
$105.51 - $125.37 $3.38K - $4.01K
3.64K $392M
SITE
Site One Landscape Supply, Inc.

Industrials
6.07K
+ 12.92%
$131.3 - $156.31 $798K - $949K
53.1K $6.99B
MTD
Mettler Toledo International Inc

Healthcare
702
+ 14.2%
$1160.67 - $1498.12 $815K - $1.05M
5.64K $6.91B
NDSN
Nordson Corp

Industrials
3.51K
+ 10.25%
$208.83 - $264.36 $733K - $928K
37.8K $7.9B
Activity Summary
Buys All Purchases 21 New Holdings 4 Increased Positions 17 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Crown Oak Advisors, LLC Portfolio

Follow Crown Oak Advisors, LLC 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 Crown Oak Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crown Oak Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email