Keudell Closed Holding Positions

Keudell

  • $366 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Alexion Pharmaceuticals Inc
Q1 2021 Filed on Apr 13, 2021
1,287
N/A
ALGN
Align Technology Inc

Healthcare
Q1 2021 Filed on Apr 13, 2021
557
$496.07 - $620.45 $276K - $346K
UMPQ
Umpqua Holdings Corp

Financial Services
Q4 2020 Filed on Feb 12, 2021
10,918
$10.99 - $15.19 $120K - $166K
FEN
First Trust Energy Income & Growth Fund

Financial Services
Q3 2020 Filed on Oct 20, 2020
16,245
$9.0 - $10.95 $146K - $178K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Oct 20, 2020
10,105
$0.75 - $1.09 $7.58K - $11K
KHC
Kraft Heinz CO

Consumer Defensive
Q3 2020 Filed on Oct 20, 2020
14,355
$28.77 - $35.93 $413K - $516K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q2 2020 Filed on Jul 14, 2020
15,768
$54.11 - $54.66 $853K - $862K
Alps ETF Tr
Q2 2020 Filed on Jul 14, 2020
139,241
N/A
United Technologies Corp
Q2 2020 Filed on Jul 14, 2020
3,215
N/A
WELL
Welltower Inc.

Real Estate
Q2 2020 Filed on Jul 14, 2020
16,697
$37.26 - $61.65 $622K - $1.03M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Jul 14, 2020
27,958
$21.44 - $32.35 $599K - $904K
IVZ
Invesco Ltd.

Financial Services
Q2 2020 Filed on Jul 14, 2020
4,870
$6.7 - $11.55 $32.6K - $56.2K
ET
Energy Transfer LP

Energy
Q2 2020 Filed on Jul 14, 2020
10,869
$5.03 - $9.34 $54.7K - $102K
Raytheon CO
Q1 2020 Filed on Apr 20, 2020
1,161
N/A
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q1 2020 Filed on Apr 20, 2020
91,865
$15.92 - $28.87 $1.46M - $2.65M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
888
$260.92 - $441.07 $232K - $392K
Allergan PLC
Q1 2020 Filed on Apr 20, 2020
1,440
N/A
Royal Dutch Shell PLC
Q1 2020 Filed on Apr 20, 2020
7,719
N/A
VTR
Ventas, Inc.

Real Estate
Q1 2020 Filed on Apr 20, 2020
5,278
$16.97 - $63.05 $89.6K - $333K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q1 2020 Filed on Apr 20, 2020
7,000
$26.27 - $30.83 $184K - $216K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
Q4 2019 Filed on Jan 29, 2020
10,180
$14.65 - $15.4 $149K - $157K
PSA
Public Storage

Real Estate
Q4 2019 Filed on Jan 29, 2020
1,142
$204.25 - $247.33 $233K - $282K
Celgene Corp
Q4 2019 Filed on Jan 29, 2020
5,739
N/A
Biotime Inc
Q3 2019 Filed on Nov 13, 2019
19,075
N/A
Harris Corp Del
Q3 2019 Filed on Nov 13, 2019
5,418
N/A
Anadarko Pete Corp
Q3 2019 Filed on Nov 13, 2019
3,654
N/A
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2019 Filed on Aug 21, 2019
2,987
$56.88 - $74.6 $170K - $223K
L3 Technologies Inc
Q2 2019 Filed on Aug 21, 2019
3,916
N/A
NWN
Northwest Natural Holding CO

Utilities
Q2 2019 Filed on Aug 21, 2019
4,216
$64.01 - $70.09 $270K - $295K
Weatherford Intl PLC
Q2 2019 Filed on Aug 21, 2019
26,825
N/A
Oppenheimer ETF Tr
Q2 2019 Filed on Aug 21, 2019
13,130
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 21, 2019
5,325
N/A
Track This Portfolio

Track Keudell Portfolio

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

News

Stay updated on Keudell with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email