Grimes & Company, Inc. Reduced Holdings in Q4 2024

Grimes & Company, Inc.

  • $3.43 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-3.32M
- 86.67%
$70.06 - $77.43 $232M - $257M
510K $35.8M
XLV
Select Sector Spdr Fund Health

ETFs
-158K
- 72.62%
$136.28 - $154.74 $21.5M - $24.4M
59.4K $8.17M
CVS
Cvs Health Corp

Healthcare
-260K
- 96.29%
$43.78 - $67.46 $11.4M - $17.6M
10K $450K
XLI
Industrial Sector Spdr

ETFs
-80.2K
- 34.72%
$131.76 - $143.99 $10.6M - $11.6M
151K $19.9M
XLE
Energy Sector Spdr

ETFs
-96.3K
- 26.57%
$83.32 - $97.27 $8.03M - $9.37M
266K $22.8M
TGT
Target Corp

Consumer Defensive
-48.3K
- 85.47%
$121.59 - $160.69 $5.87M - $7.76M
8.21K $1.11M
AMD
Advanced Micro Devices Inc

Technology
-1.64K
- 1.29%
$118.88 - $172.8 $195K - $283K
125K $15.1M
BIIB
Biogen Inc.

Healthcare
-21.9K
- 46.04%
$146.47 - $191.55 $3.2M - $4.19M
25.6K $3.92M
NKE
Nike, Inc.

Consumer Cyclical
-43.6K
- 29.79%
$73.36 - $89.13 $3.2M - $3.89M
103K $7.78M
HSY
Hershey CO

Consumer Defensive
-16.1K
- 17.67%
$168.67 - $193.65 $2.72M - $3.12M
75.1K $12.7M
NVO
Novo Nordisk A S

Healthcare
-2.26K
- 2.13%
$85.0 - $120.04 $192K - $271K
104K $8.92M
ALB
Albemarle Corp

Basic Materials
-25.4K
- 22.07%
$86.08 - $111.3 $2.19M - $2.83M
89.7K $7.72M
UPS
United Parcel Service Inc

Industrials
-13.3K
- 9.36%
$122.65 - $138.35 $1.63M - $1.83M
128K $16.2M
VEA
Vanguard Ftse Developed Market

ETFs
-44.6K
- 30.89%
$47.57 - $52.44 $2.12M - $2.34M
99.7K $4.77M
MDT
Medtronic PLC

Healthcare
-3.23K
- 1.66%
$79.61 - $92.24 $257K - $298K
192K $15.3M
LEA
Lear Corp

Consumer Cyclical
-13.4K
- 22.24%
$92.95 - $108.96 $1.25M - $1.46M
46.9K $4.44M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-20.9K
- 75.35%
$75.65 - $83.47 $1.58M - $1.75M
6.85K $521K
IWM
Ishares Russell 2000 ETF

ETFs
-8.37K
- 1.81%
$216.13 - $242.4 $1.81M - $2.03M
453K $100M
VZ
Verizon Communications Inc

Communication Services
-9.87K
- 3.78%
$39.6 - $45.21 $391K - $446K
251K $10M
ADBE
Adobe Inc.

Technology
-562
- 3.54%
$437.39 - $552.96 $246K - $311K
15.3K $6.82M
SLB
Schlumberger Limited

Energy
-11.6K
- 4.89%
$36.83 - $45.59 $429K - $531K
227K $8.69M
JHML
John Hancock Multifactor Large

ETFs
-22.5K
- 1.32%
$68.78 - $73.44 $1.55M - $1.65M
1.69M $117M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-10.6K
- 4.4%
$34.13 - $37.35 $362K - $396K
231K $7.87M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.9K
- 3.8%
$75.1 - $82.99 $293K - $324K
98.7K $7.46M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-17.5K
- 2.12%
$40.15 - $42.9 $703K - $752K
811K $32.7M
CMCSA
Comcast Corp

Communication Services
-2.85K
- 1.44%
$37.39 - $45.14 $106K - $128K
194K $7.29M
INTC
Intel Corp

Technology
-19.3K
- 18.55%
$19.07 - $26.23 $368K - $506K
84.7K $1.7M
IDXX
Idexx Laboratories Inc

Healthcare
-229
- 4.87%
$406.92 - $495.42 $93.2K - $113K
4.47K $1.85M
SBUX
Starbucks Corp

Consumer Cyclical
-3.05K
- 8.76%
$87.44 - $102.5 $266K - $312K
31.7K $2.89M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.51K
- 1.1%
$113.92 - $127.38 $172K - $193K
136K $15.7M
RTX
Raytheon Technologies Corp

Industrials
-957
- 2.15%
$114.45 - $127.21 $110K - $122K
43.6K $5.05M
PFE
Pfizer Inc

Healthcare
-4.1K
- 4.18%
$24.8 - $30.19 $102K - $124K
93.8K $2.49M
SO
Southern CO

Utilities
-2.38K
- 16.22%
$81.5 - $94.15 $194K - $224K
12.3K $1.01M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-896
- 1.08%
$38.37 - $42.82 $34.4K - $38.4K
82.2K $3.15M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4.91K
- 40.09%
$51.54 - $52.55 $253K - $258K
7.33K $379K
EEM
Ishares Msci Emerging Markets

ETFs
-7
- 0.01%
$41.82 - $47.36 $293 - $332
58.8K $2.46M
MCD
Mcdonalds Corp

Consumer Cyclical
-74
- 0.61%
$288.47 - $316.54 $21.3K - $23.4K
12K $3.49M
LOW
Lowes Companies Inc

Consumer Cyclical
-33
- 0.44%
$244.52 - $284.07 $8.07K - $9.37K
7.42K $1.83M
MCHP
Microchip Technology Inc

Technology
-675
- 12.15%
$55.51 - $79.05 $37.5K - $53.4K
4.88K $279K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-885
- 12.13%
$370.24 - $418.94 $328K - $371K
6.41K $2.57M
OTIS
Otis Worldwide Corp

Industrials
-1.01K
- 17.91%
$92.57 - $106.01 $93.4K - $107K
4.62K $428K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-244
- 2.62%
$209.89 - $233.24 $51.2K - $56.9K
9.07K $1.93M
LRGF
Ishares Tr

ETFs
-3.68K
- 7.72%
$58.25 - $63.26 $214K - $232K
43.9K $2.65M
CARR
Carrier Global Corp

Industrials
-91
- 0.82%
$66.69 - $82.65 $6.07K - $7.52K
11.1K $755K
PSX
Phillips 66

Energy
-5
- 0.07%
$110.35 - $138.93 $552 - $695
6.78K $772K
FNF
Fidelity National Financial, Inc.

Financial Services
-597
- 4.39%
$55.19 - $63.83 $32.9K - $38.1K
13K $729K
ECL
Ecolab Inc.

Basic Materials
-187
- 6.53%
$234.32 - $261.43 $43.8K - $48.9K
2.68K $627K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-327
- 21.86%
$311.11 - $335.64 $102K - $110K
1.17K $376K
ED
Consolidated Edison Inc

Utilities
-130
- 2.4%
$88.87 - $107.38 $11.6K - $14K
5.3K $472K
Activity Summary
Buys All Purchases 236 New Holdings 38 Increased Positions 198 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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