D L Carlson Investment Group Inc Reduced Holdings in Q3 2024

D L Carlson Investment Group Inc

  • $541 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
-156
- 4.54%
$72.51 - $98.6 $11.3K - $15.4K
3.28K $319K
MCD
Mcdonalds Corp

Consumer Cyclical
-149
- 6.17%
$245.82 - $304.51 $36.6K - $45.4K
2.27K $690K
ACN
Accenture PLC

Technology
-153
- 5.77%
$295.44 - $355.81 $45.2K - $54.4K
2.5K $882K
MS
Morgan Stanley

Financial Services
-719
- 3.06%
$92.07 - $106.96 $66.2K - $76.9K
22.8K $2.37M
AMGN
Amgen Inc

Healthcare
-60
- 0.53%
$309.38 - $337.38 $18.6K - $20.2K
11.2K $3.6M
IWM
Ishares Russell 2000 ETF

ETFs
-262
- 3.12%
$200.87 - $224.6 $52.6K - $58.8K
8.13K $1.8M
RGEN
Repligen Corp

Healthcare
-48
- 0.78%
$119.79 - $167.35 $5.75K - $8.03K
6.09K $906K
GLD
Spdr Gold Trust

ETFs
-3
- 0.06%
$215.56 - $246.98 $647 - $741
5.12K $1.24M
SYK
Stryker Corp

Healthcare
-48
- 0.45%
$315.94 - $371.96 $15.2K - $17.9K
10.6K $3.83M
GS
Goldman Sachs Group Inc

Financial Services
-1
- 0.02%
$459.02 - $510.25 $459 - $510
5.15K $2.55M
NEE
Nextera Energy Inc

Utilities
-1.31K
- 5.01%
$69.9 - $84.97 $91.4K - $111K
24.8K $2.1M
TRNO
Terreno Realty Corp

Real Estate
-23
- 0.06%
$59.43 - $71.02 $1.37K - $1.63K
36.5K $2.44M
IR
Ingersoll Rand Inc.

Industrials
-214
- 0.48%
$86.9 - $100.4 $18.6K - $21.5K
44.6K $4.38M
POST
Post Holdings, Inc.

Consumer Defensive
-216
- 0.61%
$103.64 - $118.23 $22.4K - $25.5K
35.2K $4.07M
ICE
Intercontinental Exchange, Inc.

Financial Services
-8
- 0.05%
$136.93 - $162.81 $1.1K - $1.3K
16.6K $2.66M
JNJ
Johnson & Johnson

Healthcare
-990
- 2.75%
$145.48 - $167.38 $144K - $166K
35K $5.68M
BK
Bank Of New York Mellon Corp

Financial Services
-54
- 0.13%
$59.54 - $72.17 $3.22K - $3.9K
41.2K $2.96M
JLL
Jones Lang Lasalle Inc

Real Estate
-17
- 0.21%
$198.7 - $272.0 $3.38K - $4.62K
8.28K $2.23M
ISRG
Intuitive Surgical Inc

Healthcare
-89
- 0.55%
$416.14 - $494.01 $37K - $44K
16K $7.84M
UNH
Unitedhealth Group Inc

Healthcare
-154
- 1.35%
$488.01 - $604.18 $75.2K - $93K
11.2K $6.56M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-211
- 1.3%
$405.19 - $478.57 $85.5K - $101K
16.1K $7.39M
WELL
Welltower Inc.

Real Estate
-47
- 0.14%
$104.0 - $129.74 $4.89K - $6.1K
34.7K $4.45M
GE
General Electric CO

Industrials
-24
- 0.08%
$156.66 - $189.66 $3.76K - $4.55K
28.2K $5.32M
OSCR
Oscar Health, Inc.

Healthcare
-3.12K
- 1.66%
$14.96 - $23.27 $46.7K - $72.7K
185K $3.93M
META
Meta Platforms, Inc.

Communication Services
-148
- 0.97%
$453.41 - $572.44 $67.1K - $84.7K
15.1K $8.64M
AAPL
Apple Inc.

Technology
-1.24K
- 1.17%
$207.23 - $234.82 $256K - $290K
104K $24.3M
Activity Summary
Buys All Purchases 60 New Holdings 24 Increased Positions 36 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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