Hm Payson & CO Reduced Holdings in Q3 2024

Hm Payson & CO

  • $5.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LPLA
Lpl Financial Holdings Inc.

Financial Services
-199K
- 95.9%
$193.0 - $282.1 $38.4M - $56.1M
8.5K $1.98M
ADBE
Adobe Inc.

Technology
-21.3K
- 27.44%
$508.13 - $586.55 $10.8M - $12.5M
56.4K $29.2M
GOOGL
Alphabet Inc.

Communication Services
-22.2K
- 4.21%
$148.65 - $191.18 $3.3M - $4.24M
504K $83.6M
TEX
Terex Corp

Industrials
-170K
- 40.89%
$49.81 - $66.76 $8.48M - $11.4M
246K $13M
MCD
Mcdonalds Corp

Consumer Cyclical
-76.7K
- 27.17%
$245.82 - $304.51 $18.9M - $23.4M
206K $62.6M
AZO
Autozone Inc

Consumer Cyclical
-4.5K
- 16.91%
$2815.0 - $3212.87 $12.7M - $14.5M
22.1K $69.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-20.1K
- 24.83%
$517.38 - $573.86 $10.4M - $11.5M
60.9K $34.9M
MPC
Marathon Petroleum Corp

Energy
-15.8K
- 3.42%
$158.61 - $180.75 $2.51M - $2.86M
446K $72.7M
NXPI
Nxp Semiconductors N.V.

Technology
-11.6K
- 8.03%
$225.14 - $290.78 $2.62M - $3.38M
133K $32M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-12.3K
- 63.54%
$460.0 - $505.78 $5.67M - $6.24M
7.08K $3.29M
NSC
Norfolk Southern Corp

Industrials
-21.8K
- 58.99%
$213.75 - $259.69 $4.66M - $5.66M
15.1K $3.76M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-152K
- 5.34%
$25.04 - $25.21 $3.82M - $3.84M
2.7M $68.1M
HPQ
Hp Inc

Technology
-72.8K
- 15.72%
$32.02 - $38.11 $2.33M - $2.78M
391K $14M
INTC
Intel Corp

Technology
-23.7K
- 13.79%
$18.9 - $34.87 $448K - $827K
148K $3.48M
AON
Aon PLC

Financial Services
-28.7K
- 18.41%
$293.16 - $351.06 $8.43M - $10.1M
127K $44.1M
SPGI
S&P Global Inc.

Financial Services
-22.8K
- 16.05%
$446.32 - $527.38 $10.2M - $12M
120K $61.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-7.96K
- 9.61%
$147.95 - $191.05 $1.18M - $1.52M
74.8K $13M
UNH
Unitedhealth Group Inc

Healthcare
-10.2K
- 16.04%
$488.01 - $604.18 $4.96M - $6.14M
53.2K $31.1M
TXN
Texas Instruments Inc

Technology
-4.18K
- 4.79%
$194.6 - $194.6 $813K - $813K
83.1K $16.2M
AZTA
Azenta, Inc.

Healthcare
-10.4K
- 34.36%
$45.84 - $62.29 $477K - $648K
19.9K $962K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-51.2K
- 92.46%
$12.25 - $13.1 $627K - $671K
4.18K $54K
DIS
Walt Disney CO

Communication Services
-4.26K
- 15.81%
$85.6 - $98.61 $365K - $420K
22.7K $2.18M
MCK
Mckesson Corp

Healthcare
-151
- 3.52%
$479.06 - $630.38 $72.3K - $95.2K
4.13K $2.04M
INTU
Intuit Inc

Technology
-42
- 0.39%
$602.97 - $670.49 $25.3K - $28.2K
10.8K $6.71M
MAT
Mattel Inc

Consumer Cyclical
-27.1K
- 77.21%
$16.02 - $19.6 $434K - $531K
8K $152K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-4.28K
- 6.95%
$98.97 - $99.59 $423K - $426K
57.3K $5.7M
FISV
Fiserv Inc

Technology
-2.85K
- 6.08%
N/A
44.1K $5.52M
DVN
Devon Energy Corp

Energy
-258
- 0.64%
$37.87 - $48.65 $9.77K - $12.6K
39.9K $1.56M
HON
Honeywell International Inc

Industrials
-954
- 5.87%
$196.73 - $220.21 $188K - $210K
15.3K $3.16M
FTV
Fortive Corp

Technology
-4.66K
- 29.79%
$67.01 - $79.2 $312K - $369K
11K $867K
MDT
Medtronic PLC

Healthcare
-5.77K
- 28.18%
$76.84 - $91.03 $443K - $525K
14.7K $1.32M
CWST
Casella Waste Systems Inc

Industrials
-2.65K
- 8.12%
$96.59 - $108.33 $256K - $287K
30K $2.98M
BDX
Becton Dickinson & CO

Healthcare
-2.69K
- 4.91%
$221.47 - $242.41 $596K - $653K
52.2K $12.6M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-7.96K
- 56.61%
$30.74 - $34.07 $245K - $271K
6.1K $207K
VIG
Vanguard Dividend Appreciation

ETFs
-1.12K
- 4.12%
$182.15 - $182.15 $205K - $205K
26.1K $4.76M
SCHW
Schwab Charles Corp

Financial Services
-294
- 1.38%
$61.74 - $76.08 $18.2K - $22.4K
21.1K $1.37M
BAC
Bank Of America Corp

Financial Services
-4.51K
- 1.75%
$36.65 - $44.13 $165K - $199K
254K $10.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-473
- 17.64%
$475.2 - $527.7 $225K - $250K
2.21K $1.17M
ZTS
Zoetis Inc.

Healthcare
-2.18K
- 18.3%
$172.58 - $196.48 $376K - $428K
9.72K $1.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.27K
- 11.17%
$84.77 - $97.13 $192K - $220K
18K $1.73M
PANW
Palo Alto Networks Inc

Technology
-493
- 7.91%
$294.18 - $368.01 $145K - $181K
5.74K $1.96M
BBY
Best Buy CO Inc

Consumer Cyclical
-1.8K
- 77.42%
$80.23 - $103.29 $144K - $186K
525 $54K
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.88K
- 33.76%
$57.96 - $65.72 $109K - $124K
3.69K $220K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.76K
- 11.39%
$41.9 - $48.26 $409K - $471K
75.9K $3.63M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-5.77K
- 4.49%
$21.05 - $21.17 $121K - $122K
123K $2.59M
UPS
United Parcel Service Inc

Industrials
-753
- 17.65%
$123.32 - $147.38 $92.9K - $111K
3.51K $478K
BP
Bp PLC

Energy
-727
- 4.32%
$30.78 - $37.05 $22.4K - $26.9K
16.1K $505K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-3.94K
- 32.47%
$28.08 - $32.61 $111K - $129K
8.2K $259K
LCII
Lci Industries

Consumer Cyclical
-1K
- 60.42%
$97.61 - $123.73 $97.6K - $124K
655 $78K
Activity Summary
Buys All Purchases 502 New Holdings 197 Increased Positions 305 Sells All Sells 265 Reductions 264 Sold out 1 Options Calls 0 Puts 0
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