Ervin Investment Management, LLC Sells in Q4 2024

Ervin Investment Management, LLC

  • $140 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEF
Jefferies Financial Group Inc.

Financial Services
-59K
- 62.68%
$61.95 - $81.75 $3.66M - $4.83M
35.2K $2.76M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.87K
- 3.18%
$442.29 - $483.08 $1.27M - $1.38M
87.3K $39.6M
BEP
Brookfield Renewable Partners L.P.

Utilities
-29K
- 62.74%
$22.59 - $28.9 $654K - $837K
17.2K $391K
MSFT
Microsoft Corp

Technology
-1.04K
- 2.83%
$406.35 - $454.46 $421K - $471K
35.6K $15M
NEP
Nextera Energy Partners, LP

Utilities
-18.8K
- 62.89%
$15.87 - $26.96 $299K - $508K
11.1K $197K
XOM
Exxon Mobil Corp

Energy
-462
- 1.7%
$105.51 - $125.37 $48.7K - $57.9K
26.7K $2.87M
VBR
Vanguard Small Cap Value ETF

ETFs
-679
- 2.69%
$197.36 - $217.3 $134K - $148K
24.5K $4.86M
ORCL
Oracle Corp

Technology
-625
- 5.36%
$165.41 - $192.43 $103K - $120K
11K $1.84M
DEO
Diageo PLC

Consumer Defensive
-320
- 4.8%
$118.0 - $139.88 $37.8K - $44.8K
6.35K $807K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-4.14K
- 2.48%
$69.3 - $74.3 $287K - $308K
163K $11.6M
IVV
Ishares Core S&P 500 ETF

ETFs
-132
- 4.8%
$570.51 - $610.59 $75.3K - $80.6K
2.62K $1.54M
Brookfield Corp
-3.55K
- 2.15%
N/A
161K $0
Brookfield Asset Managmt LTD
-1.91K
- 5.19%
N/A
34.9K $0
VTI
Vanguard Total Stock Market Et

ETFs
-4
- 0.15%
$280.04 - $302.45 $1.12K - $1.21K
2.62K $758K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-49
- 1.5%
$110.69 - $154.48 $5.42K - $7.57K
3.22K $408K
AXP
American Express CO

Financial Services
-125
- 2.85%
$267.35 - $305.57 $33.4K - $38.2K
4.27K $1.27M
AMZN
Amazon Com Inc

Consumer Cyclical
-31
- 1.2%
$180.88 - $232.93 $5.61K - $7.22K
2.55K $559K
AAPL
Apple Inc.

Technology
-3.42K
- 5.55%
$221.69 - $259.02 $758K - $885K
58.1K $14.6M
GOOG
Alphabet Inc.

Communication Services
-217
- 1.81%
$163.08 - $198.16 $35.4K - $43K
11.8K $2.24M
MKL
Markel Corp

Financial Services
-83
- 3.13%
$1542.01 - $1785.11 $128K - $148K
2.57K $4.43M
L
Loews Corp

Financial Services
-2.33K
- 2.56%
$76.49 - $87.05 $178K - $202K
88.5K $7.5M
GM
General Motors CO

Consumer Cyclical
-395
- 0.51%
$44.82 - $60.2 $17.7K - $23.8K
76.6K $4.08M
GOOGL
Alphabet Inc.

Communication Services
-853
- 2.37%
$161.86 - $196.66 $138K - $168K
35.2K $6.65M
Activity Summary
Buys All Purchases 6 New Holdings 0 Increased Positions 6 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ervin Investment Management, LLC Portfolio

Follow Ervin Investment Management, 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 Ervin Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ervin Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email