Equitable Trust CO Purchases and Sells in Q4 2024

Equitable Trust CO

$1.72 Billion
Q4 2024

Top Buys

Incresed Positions

112 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	18.4K + 15.16%	$180.88 - $232.93 $3.32M - $4.28M	140K $30.6M
AAPL	2.11K + 0.96%	$221.69 - $259.02 $468K - $546K	221K $55.3M
SAP	17.5K + 1859.92%	$218.13 - $255.54 $3.83M - $4.48M	18.5K $4.55M
RE	8.4K + 97.66%	N/A	17K $6.3M
ORCL	16.4K + 84.9%	$165.41 - $192.43 $2.71M - $3.15M	35.7K $5.94M
MSFT	8.48K + 7.01%	$406.35 - $454.46 $3.45M - $3.85M	129K $54.6M

New Holdings

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	242K New	$521.84 - $558.82 $126M - $135M	242K $130M
VTV	389K New	$168.32 - $181.87 $65.5M - $70.8M	389K $65.9M
XLE	404K New	$83.32 - $97.27 $33.7M - $39.3M	404K $34.6M
SCHD	1.05M New	$26.93 - $84.95 $28.4M - $89.4M	1.05M $28.8M
ACWI	134K New	$117.05 - $123.03 $15.6M - $16.4M	134K $15.7M
IJR	122K New	$113.92 - $127.38 $13.9M - $15.6M	122K $14.1M

Top Sells

Reduced Positions

162 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HCA	-182 - 0.14%	$297.52 - $415.61 $54.1K - $75.6K	130K $39.1M
VRRM	-401K - 91.08%	$22.68 - $27.76 $9.09M - $11.1M	39.2K $948K
CCI	-32.9K - 11.62%	$89.78 - $119.11 $2.96M - $3.92M	250K $22.7M
PSA	-5.42K - 6.95%	$289.33 - $360.21 $1.57M - $1.95M	72.5K $21.7M
IAU	-112K - 4.33%	$48.37 - $52.65 $5.39M - $5.87M	2.47M $122M
AMGN	-16K - 76.92%	$258.78 - $328.31 $4.14M - $5.25M	4.8K $1.25M

Activity Summary All Purchases 185 New Holdings 73 Increased Positions 112 All Sells 162 Reductions 162 Sold out 0 Calls 0 Puts 0

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