Greenleaf Trust Purchases in Q4 2024

Greenleaf Trust

  • $10.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.49K
New
$60.13 - $67.31 $210K - $235K
3.49K $211K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.23K
New
$63.58 - $71.15 $205K - $230K
3.23K $210K
BX
Blackstone Inc.

Financial Services
554
+ 9.37%
$148.45 - $199.05 $82.2K - $110K
6.47K $1.11M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.13K
New
$78.5 - $102.01 $167K - $217K
2.13K $210K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.35K
New
$83.95 - $99.75 $197K - $234K
2.35K $209K
MASI
Masimo Corp

Healthcare
1.26K
New
$132.43 - $177.7 $166K - $223K
1.26K $207K
RL
Ralph Lauren Corp

Consumer Cyclical
893
New
$192.23 - $233.41 $172K - $208K
893 $206K
DSGX
Descartes Systems Group Inc

Technology
1.81K
New
$100.21 - $121.37 $181K - $220K
1.81K $205K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.58K
New
$109.06 - $140.54 $172K - $222K
1.58K $204K
FITB
Fifth Third Bancorp

Financial Services
5.59K
+ 9.43%
$41.76 - $48.44 $234K - $271K
64.9K $2.74M
SONY
Sony Group Corp

Technology
77.1K
+ 406.15%
$17.53 - $96.8 $1.35M - $7.47M
96.1K $2.03M
STT
State Street Corp

Financial Services
384
+ 2.34%
$85.96 - $100.78 $33K - $38.7K
16.8K $1.65M
EQT
Eqt Corp

Energy
349
+ 1.82%
$35.62 - $46.89 $12.4K - $16.4K
19.5K $898K
EPAM
Epam Systems, Inc.

Technology
972
New
N/A
972 $180K
TYL
Tyler Technologies Inc

Technology
311
+ 72.83%
$576.64 - $635.69 $179K - $198K
738 $425K
GDDY
Go Daddy Inc.

Technology
126
+ 3.52%
$153.16 - $209.03 $19.3K - $26.3K
3.71K $731K
KKR
Kkr & Co. Inc.

Financial Services
444
+ 7.8%
$129.87 - $162.87 $57.7K - $72.3K
6.14K $907K
LNG
Cheniere Energy, Inc.

Energy
31
+ 0.75%
$181.07 - $225.92 $5.61K - $7K
4.17K $895K
CNHI
Cnh Industrial N.V.

Industrials
14.5K
+ 95.58%
N/A
29.8K $310K
YUM
Yum Brands Inc

Consumer Cyclical
1.51K
+ 16.3%
$130.36 - $139.54 $197K - $211K
10.8K $1.44M
KR
Kroger CO

Consumer Defensive
506
+ 1.65%
$55.21 - $63.3 $27.9K - $32K
31.2K $1.91M
EQIX
Equinix Inc

Real Estate
64
+ 4.04%
$865.69 - $985.0 $55.4K - $63K
1.65K $1.56M
DAL
Delta Air Lines, Inc.

Industrials
532
+ 4.49%
$47.46 - $65.77 $25.2K - $35K
12.4K $749K
JBL
Jabil Inc

Technology
72
+ 1.29%
$118.97 - $147.77 $8.57K - $10.6K
5.67K $816K
RJF
Raymond James Financial Inc

Financial Services
104
+ 2.67%
$123.0 - $170.1 $12.8K - $17.7K
4K $621K
SNPS
Synopsys Inc

Technology
566
+ 8.92%
$485.36 - $588.0 $275K - $333K
6.91K $3.35M
SJM
J M Smucker CO

Consumer Defensive
1.9K
+ 31.29%
$106.92 - $121.75 $203K - $231K
7.96K $876K
CME
Cme Group Inc.

Financial Services
356
+ 7.11%
$221.17 - $246.02 $78.7K - $87.6K
5.36K $1.25M
MO
Altria Group, Inc.

Consumer Defensive
1.75K
+ 4.59%
$49.06 - $57.74 $86K - $101K
39.9K $2.09M
GRMN
Garmin LTD

Technology
114
+ 3.01%
$161.91 - $220.77 $18.5K - $25.2K
3.9K $803K
ALL
Allstate Corp

Financial Services
545
+ 5.66%
$181.25 - $208.2 $98.8K - $113K
10.2K $1.96M
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
20.7K
New
$6.08 - $6.83 $126K - $141K
20.7K $134K
ETR
Entergy Corp

Utilities
5.24K
+ 110.09%
$73.19 - $156.4 $383K - $819K
9.99K $757K
DTH
Wisdomtree Tr

ETFs
10.3K
+ 14.48%
$37.38 - $41.11 $385K - $424K
81.5K $3.08M
COIN
Coinbase Global, Inc.

Technology
105
+ 7.39%
$163.17 - $343.62 $17.1K - $36.1K
1.53K $378K
CIEN
Ciena Corp

Technology
136
+ 2.81%
$61.45 - $91.14 $8.36K - $12.4K
4.98K $422K
JEF
Jefferies Financial Group Inc.

Financial Services
179
+ 2.81%
$61.95 - $81.75 $11.1K - $14.6K
6.55K $513K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
80
+ 1.21%
$110.69 - $154.48 $8.86K - $12.4K
6.72K $853K
OKE
Oneok Inc

Energy
312
+ 3.28%
$92.28 - $117.05 $28.8K - $36.5K
9.82K $986K
CBRE
Cbre Group, Inc.

Real Estate
162
+ 1.12%
$119.22 - $140.71 $19.3K - $22.8K
14.7K $1.93M
BR
Broadridge Financial Solutions, Inc.

Technology
28
+ 0.28%
$209.64 - $236.44 $5.87K - $6.62K
10.1K $2.27M
CAH
Cardinal Health Inc

Healthcare
694
+ 15.4%
$107.89 - $125.33 $74.9K - $87K
5.2K $615K
SHOP
Shopify Inc.

Technology
183
+ 4.87%
$78.14 - $119.49 $14.3K - $21.9K
3.94K $418K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
834
+ 3.45%
$55.73 - $66.16 $46.5K - $55.2K
25K $1.51M
ALK
Alaska Air Group, Inc.

Industrials
258
+ 5.13%
$42.48 - $67.6 $11K - $17.4K
5.28K $342K
INTU
Intuit Inc

Technology
72
+ 0.79%
$602.01 - $706.25 $43.3K - $50.9K
9.22K $5.8M
TRV
Travelers Companies, Inc.

Financial Services
183
+ 1.77%
$225.97 - $266.66 $41.4K - $48.8K
10.5K $2.53M
APO
Apollo Global Management, Inc.

Financial Services
228
+ 12.09%
$131.36 - $178.61 $30K - $40.7K
2.11K $349K
CCL
Carnival Corp

Consumer Cyclical
1K
+ 7.55%
$17.34 - $26.8 $17.3K - $26.8K
14.3K $355K
Activity Summary
Buys All Purchases 473 New Holdings 36 Increased Positions 437 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Greenleaf Trust Portfolio

Follow Greenleaf Trust 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 Greenleaf Trust, based on Form 13F filings with the SEC.

News

Stay updated on Greenleaf Trust with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email