Grimes & Company, Inc. Purchases and Sells in Q1 2024

Grimes & Company, Inc.

$3.22 Billion
Q1 2024

Top Buys

Incresed Positions

177 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLY	156K + 285.62%	$170.9 - $185.02 $26.6M - $28.8M	210K $38.7M
DIS	155K + 1451.35%	$89.29 - $122.36 $13.9M - $19M	166K $20.3M
XLP	161K + 32.37%	$71.59 - $76.36 $11.5M - $12.3M	657K $50.2M
VB	48.1K + 4790.94%	$204.0 - $228.59 $9.81M - $11M	49.1K $11.2M
JHML	9.32K + 0.55%	$57.84 - $64.76 $539K - $604K	1.71M $111M
RF	399K + 65.24%	$17.84 - $21.04 $7.11M - $8.39M	1.01M $21.2M

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLF	352K New	$37.27 - $42.12 $13.1M - $14.8M	352K $14.8M
XLB	155K New	$80.98 - $92.89 $12.5M - $14.4M	155K $14.4M
DFAE	237K New	$22.74 - $24.88 $5.39M - $5.9M	237K $5.86M
LEA	40.4K New	$130.21 - $146.07 $5.25M - $5.89M	40.4K $5.85M
GBTC	31.7K New	$34.88 - $65.58 $1.11M - $2.08M	31.7K $2M
NYF	8.25K New	$53.63 - $54.28 $442K - $448K	8.25K $443K

Top Sells

Reduced Positions

121 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EXPE	-103K - 92.55%	$131.11 - $159.47 $13.5M - $16.4M	8.29K $1.14M
LULU	-29.2K - 95.48%	$386.14 - $505.38 $11.3M - $14.8M	1.39K $541K
XLE	-208K - 47.31%	$79.91 - $94.41 $16.6M - $19.6M	232K $21.9M
XLC	-210K - 37.61%	$71.74 - $81.82 $15M - $17.1M	348K $28.4M
KRE	-138K - 96.2%	$46.83 - $53.0 $6.45M - $7.3M	5.45K $273K
FNF	-115K - 87.59%	$48.03 - $53.1 $5.51M - $6.09M	16.2K $862K

Activity Summary All Purchases 203 New Holdings 26 Increased Positions 177 All Sells 121 Reductions 121 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Grimes & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Grimes & Company, Inc. with notifications on news.