Keudell Closed Holding Positions

Keudell

  • $330 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Jul 18, 2022
2,273
$56.81 - $112.28 $129K - $255K
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 18, 2022
213
$628.16 - $1145.45 $134K - $244K
ISRG
Intuitive Surgical Inc

Healthcare
Q2 2022 Filed on Jul 18, 2022
811
$190.71 - $305.54 $155K - $248K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2022 Filed on Jul 18, 2022
8,050
N/A
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q2 2022 Filed on Jul 18, 2022
3,316
N/A
IYW
Ishares Dj Us Tech ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
2,100
$77.53 - $105.04 $163K - $221K
TWTR
Twitter, Inc.

Communication Services
Q2 2022 Filed on Jul 18, 2022
5,388
$35.76 - $51.7 $193K - $279K
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 18, 2022
3,450
$28.0 - $113.85 $96.6K - $393K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
Q1 2022 Filed on Apr 18, 2022
15,369
$12.97 - $16.15 $199K - $248K
ILMN
Illumina, Inc.

Healthcare
Q1 2022 Filed on Apr 18, 2022
779
$303.87 - $423.8 $237K - $330K
AZO
Autozone Inc

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
97
$1794.28 - $2080.25 $174K - $202K
MKSI
Mks Instruments Inc

Technology
Q1 2022 Filed on Apr 18, 2022
1,159
$136.3 - $180.69 $158K - $209K
TEL
Te Connectivity Ltd.

Technology
Q1 2022 Filed on Apr 18, 2022
1,534
$126.42 - $164.13 $194K - $252K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on Apr 18, 2022
1,804
$118.44 - $131.22 $214K - $237K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q1 2022 Filed on Apr 18, 2022
6,000
N/A
DAL
Delta Air Lines, Inc.

Industrials
Q1 2022 Filed on Apr 18, 2022
6,485
$30.11 - $44.49 $195K - $289K
CCL
Carnival Corp

Consumer Cyclical
Q1 2022 Filed on Apr 18, 2022
12,511
$15.53 - $23.31 $194K - $292K
FTNT
Fortinet, Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
698
$53.94 - $69.5 $37.7K - $48.5K
STX
Seagate Technology Holdings PLC

Technology
Q1 2022 Filed on Apr 18, 2022
2,035
$86.35 - $116.02 $176K - $236K
RIG
Transocean Ltd.

Energy
Q1 2022 Filed on Apr 18, 2022
10,752
$3.12 - $5.03 $33.5K - $54.1K
AES
Aes Corp

Utilities
Q1 2022 Filed on Apr 18, 2022
9,123
$20.55 - $25.73 $187K - $235K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on Apr 18, 2022
2,546
$52.29 - $96.99 $133K - $247K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
Q1 2022 Filed on Apr 18, 2022
8,868
$24.7 - $39.04 $219K - $346K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q1 2022 Filed on Apr 18, 2022
19,848
$3.24 - $3.87 $64.3K - $76.8K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q1 2022 Filed on Apr 18, 2022
6,336
$52.95 - $67.8 $335K - $430K
LAD
Lithia Motors Inc

Consumer Cyclical
Q4 2021 Filed on Feb 08, 2022
634
$279.0 - $342.01 $177K - $217K
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Feb 08, 2022
650
$225.82 - $368.51 $147K - $240K
DFAU
Dimensional ETF Tr

ETFs
Q4 2021 Filed on Feb 08, 2022
1,457,954
$30.17 - $33.15 $44M - $48.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2021 Filed on Feb 08, 2022
2,804
N/A
GE
General Electric CO

Industrials
Q4 2021 Filed on Feb 08, 2022
2,059
$89.98 - $111.29 $185K - $229K
BIIB
Biogen Inc.

Healthcare
Q4 2021 Filed on Feb 08, 2022
753
$223.92 - $287.77 $169K - $217K
SLB
Schlumberger Limited

Energy
Q4 2021 Filed on Feb 08, 2022
10,923
$28.38 - $34.74 $310K - $379K
AYX
Alteryx, Inc.

Technology
Q4 2021 Filed on Feb 08, 2022
3,450
$60.38 - $80.51 $208K - $278K
NMI
Nuveen Municipal Income Fund Inc

Financial Services
Q3 2021 Filed on Oct 20, 2021
10,550
$11.7 - $12.13 $123K - $128K
JWN
Nordstrom Inc

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
6,479
$26.45 - $37.81 $171K - $245K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Oct 20, 2021
1,388
$145.08 - $221.87 $201K - $308K
General Electric CO
Q3 2021 Filed on Oct 20, 2021
14,426
N/A
WDC
Western Digital Corp

Technology
Q3 2021 Filed on Oct 20, 2021
2,954
$55.47 - $70.89 $164K - $209K
NUE
Nucor Corp

Basic Materials
Q3 2021 Filed on Oct 20, 2021
2,545
$90.04 - $126.17 $229K - $321K
Seagate Technology PLC
Q3 2021 Filed on Oct 20, 2021
2,924
N/A
BLK
Black Rock Inc.

Financial Services
Q3 2021 Filed on Oct 20, 2021
236
$838.66 - $954.94 $198K - $225K
AKAM
Akamai Technologies Inc

Technology
Q3 2021 Filed on Oct 20, 2021
2,394
$104.59 - $119.92 $250K - $287K
SYF
Synchrony Financial

Financial Services
Q3 2021 Filed on Oct 20, 2021
4,145
$44.8 - $51.95 $186K - $215K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q2 2021 Filed on Jul 13, 2021
5,759
N/A
CTXS
Citrix Systems Inc

Technology
Q2 2021 Filed on Jul 13, 2021
1,480
$113.34 - $142.77 $168K - $211K
ECL
Ecolab Inc.

Basic Materials
Q2 2021 Filed on Jul 13, 2021
1,011
$205.01 - $228.99 $207K - $232K
Aerpio Pharmaceuticals Inc
Q2 2021 Filed on Jul 13, 2021
30,694
N/A
ED
Consolidated Edison Inc

Utilities
Q2 2021 Filed on Jul 13, 2021
3,700
$71.72 - $79.85 $265K - $295K
WRK
West Rock CO

Consumer Cyclical
Q1 2021 Filed on Apr 13, 2021
8,000
$40.7 - $53.58 $326K - $429K
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