Greenleaf Trust Incresed Positions in Q3 2024

Greenleaf Trust

  • $11.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WELL
Welltower Inc.

Real Estate
66
+ 0.73%
$104.0 - $129.74 $6.86K - $8.56K
9.08K $1.16M
AON
Aon PLC

Financial Services
20
+ 0.49%
$293.16 - $351.06 $5.86K - $7.02K
4.12K $1.42M
AMP
Ameriprise Financial Inc

Financial Services
30
+ 0.62%
$391.53 - $469.81 $11.7K - $14.1K
4.9K $2.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
354
+ 1.92%
$162.64 - $179.3 $57.6K - $63.5K
18.8K $3.37M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
397
+ 3.97%
$201.82 - $234.36 $80.1K - $93K
10.4K $2.4M
EQIX
Equinix Inc

Real Estate
9
+ 0.57%
$749.0 - $890.01 $6.74K - $8.01K
1.59K $1.41M
UPS
United Parcel Service Inc

Industrials
1.61K
+ 16.55%
$123.32 - $147.38 $198K - $237K
11.3K $1.54M
LEN
Lennar Corp

Consumer Cyclical
135
+ 2.71%
$142.5 - $192.45 $19.2K - $26K
5.13K $960K
ZTS
Zoetis Inc.

Healthcare
150
+ 1.8%
$172.58 - $196.48 $25.9K - $29.5K
8.49K $1.66M
RMD
Resmed Inc

Healthcare
172
+ 5.56%
$186.94 - $252.92 $32.2K - $43.5K
3.27K $797K
UL
Unilever PLC

Consumer Defensive
804
+ 5.25%
$54.7 - $65.59 $44K - $52.7K
16.1K $1.05M
SYY
Sysco Corp

Consumer Defensive
1.13K
+ 6.91%
$69.16 - $78.98 $77.9K - $89K
17.4K $1.36M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.08K
+ 52.03%
$75.88 - $83.21 $158K - $173K
6.09K $506K
BBY
Best Buy CO Inc

Consumer Cyclical
108
+ 1.16%
$80.23 - $103.29 $8.66K - $11.2K
9.45K $976K
O
Realty Income Corp

Real Estate
170
+ 1.02%
$52.36 - $63.42 $8.9K - $10.8K
16.9K $1.07M
ES
Eversource Energy

Utilities
1.37K
+ 16.75%
$56.52 - $68.38 $77.5K - $93.8K
9.56K $650K
NTRS
Northern Trust Corp

Financial Services
1.29K
+ 11.26%
$82.48 - $92.62 $107K - $120K
12.8K $1.15M
KMI
Kinder Morgan, Inc.

Energy
2.64K
+ 4.62%
$19.72 - $22.22 $52K - $58.5K
59.7K $1.32M
SPG
Simon Property Group Inc

Real Estate
113
+ 1.17%
$146.09 - $170.11 $16.5K - $19.2K
9.74K $1.65M
FTNT
Fortinet, Inc.

Technology
283
+ 3.12%
$55.39 - $77.55 $15.7K - $21.9K
9.35K $725K
RRX
Regal Rexnord Corp

Industrials
166
+ 3.39%
$132.18 - $174.25 $21.9K - $28.9K
5.06K $839K
SNY
Sanofi

Healthcare
1.03K
+ 8.01%
$48.54 - $58.53 $49.8K - $60K
13.8K $796K
CI
Cigna Corp

Healthcare
100
+ 1.12%
$319.12 - $367.1 $31.9K - $36.7K
8.99K $3.12M
AXON
Axon Enterprise, Inc.

Industrials
6
+ 0.37%
$286.16 - $399.6 $1.72K - $2.4K
1.62K $647K
AEP
American Electric Power CO Inc

Utilities
359
+ 3.98%
$87.11 - $104.95 $31.3K - $37.7K
9.38K $962K
VB
Vanguard Small Cap ETF

ETFs
261
+ 4.76%
$214.77 - $237.72 $56.1K - $62K
5.74K $1.36M
UBER
Uber Technologies, Inc

Technology
1.66K
+ 9.52%
$58.48 - $77.47 $97K - $129K
19.1K $1.43M
ENB
Enbridge Inc

Energy
1.3K
+ 5.69%
$35.27 - $41.18 $45.7K - $53.4K
24.1K $978K
NUE
Nucor Corp

Basic Materials
1.42K
+ 22.96%
$137.77 - $166.14 $196K - $236K
7.62K $1.14M
PEG
Public Service Enterprise Group Inc

Utilities
7
+ 0.07%
$73.58 - $89.21 $515 - $624
10.4K $926K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
136
+ 1.34%
$53.53 - $71.86 $7.28K - $9.77K
10.3K $721K
SJM
J M Smucker CO

Consumer Defensive
792
+ 15.03%
$109.12 - $122.4 $86.4K - $96.9K
6.06K $734K
IFF
International Flavors & Fragrances Inc

Basic Materials
277
+ 2.07%
$93.14 - $105.12 $25.8K - $29.1K
13.7K $1.43M
COF
Capital One Financial Corp

Financial Services
300
+ 2.95%
$131.42 - $153.05 $39.4K - $45.9K
10.5K $1.57M
ILMN
Illumina, Inc.

Healthcare
341
+ 7.9%
$105.28 - $135.9 $35.9K - $46.3K
4.66K $607K
ORAN
Orange

Communication Services
4.77K
+ 7.17%
$10.15 - $12.19 $48.4K - $58.2K
71.3K $819K
HSY
Hershey CO

Consumer Defensive
266
+ 2.08%
$182.45 - $203.25 $48.5K - $54.1K
13K $2.5M
EL
Estee Lauder Companies Inc

Consumer Defensive
1.72K
+ 59.04%
$84.18 - $106.5 $144K - $183K
4.62K $460K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
104
+ 1.03%
$210.25 - $231.86 $21.9K - $24.1K
10.2K $2.29M
WM
Waste Management Inc

Industrials
1.06K
+ 8.54%
$196.96 - $223.45 $208K - $236K
13.4K $2.79M
NDAQ
Nasdaq, Inc.

Financial Services
61
+ 0.54%
$59.48 - $74.31 $3.63K - $4.53K
11.4K $835K
PWR
Quanta Services, Inc.

Industrials
38
+ 1.22%
$239.58 - $298.23 $9.1K - $11.3K
3.15K $939K
TGT
Target Corp

Consumer Defensive
42
+ 0.24%
$133.47 - $159.25 $5.61K - $6.69K
17.9K $2.79M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4
+ 0.01%
$60.84 - $67.51 $243 - $270
41K $2.77M
JHG
Janus Henderson Group PLC

Financial Services
2.92K
+ 40.43%
$33.55 - $38.68 $98K - $113K
10.1K $386K
IAU
Ishares Gold Trust

ETFs
1.92K
+ 24.01%
$44.06 - $50.5 $84.7K - $97.1K
9.93K $493K
TAP
Molson Coors Beverage CO

Consumer Defensive
1.63K
+ 22.57%
$49.94 - $57.52 $81.2K - $93.5K
8.83K $507K
SAP
Sap Se

Technology
17
+ 0.34%
$197.21 - $231.0 $3.35K - $3.93K
5.04K $1.15M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
72
+ 1.25%
$85.44 - $110.36 $6.15K - $7.95K
5.83K $643K
Activity Summary
Buys All Purchases 512 New Holdings 68 Increased Positions 444 Sells All Sells 258 Reductions 258 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