Legacy Trust Sells in Q4 2024

Legacy Trust

  • $431 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
URI
United Rentals, Inc.

Industrials
-177
- 0.93%
$704.44 - $880.32 $125K - $156K
18.8K $13.3B
INTU
Intuit Inc

Technology
-3.14K
- 65.18%
$602.01 - $706.25 $1.89M - $2.22M
1.68K $1.05B
NKE
Nike, Inc.

Consumer Cyclical
-13.6K
- 28.98%
$73.36 - $89.13 $996K - $1.21M
33.3K $2.52B
UBER
Uber Technologies, Inc

Technology
-9.47K
- 20.47%
$59.93 - $86.34 $568K - $818K
36.8K $2.22B
ALGN
Align Technology Inc

Healthcare
-1.7K
- 10.19%
$205.03 - $245.32 $349K - $417K
15K $3.13B
JNJ
Johnson & Johnson

Healthcare
-1.84K
- 4.3%
$143.34 - $165.86 $264K - $305K
40.9K $5.92B
SBAC
Sba Communications Corp

Real Estate
-2.27K
- 17.3%
$198.24 - $249.31 $449K - $565K
10.8K $2.21B
ELV
Elevance Health, Inc.

Healthcare
-49
- 0.94%
$365.96 - $514.62 $17.9K - $25.2K
5.18K $1.91B
GNTX
Gentex Corp

Consumer Cyclical
-19.6K
- 19.02%
$28.6 - $31.34 $561K - $615K
83.6K $2.4B
USB
Us Bancorp \De\

Financial Services
-17.4K
- 21.51%
$43.98 - $53.66 $765K - $933K
63.4K $3.03B
ZTS
Zoetis Inc.

Healthcare
-181
- 1.3%
$162.24 - $194.42 $29.4K - $35.2K
13.7K $2.24B
ALB
Albemarle Corp

Basic Materials
-782
- 1.89%
$86.08 - $111.3 $67.3K - $87K
40.6K $3.5B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-82
- 2.32%
$501.29 - $612.85 $41.1K - $50.3K
3.45K $1.8B
ADBE
Adobe Inc.

Technology
-29
- 0.67%
$437.39 - $552.96 $12.7K - $16K
4.31K $1.92B
LLY
Eli Lilly & CO

Healthcare
-219
- 16.14%
$727.2 - $932.06 $159K - $204K
1.14K $879M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.75K
- 43.96%
$74.5 - $78.37 $279K - $294K
4.78K $357M
PEP
Pepsico Inc

Consumer Defensive
-621
- 5.89%
$151.29 - $176.1 $94K - $109K
9.93K $1.51B
AMT
American Tower Corp

Real Estate
-157
- 3.68%
$179.4 - $232.01 $28.2K - $36.4K
4.11K $753M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.5K
- 12.41%
$112.15 - $127.2 $280K - $318K
17.6K $2.13B
ECL
Ecolab Inc.

Basic Materials
-128
- 1.52%
$234.32 - $261.43 $30K - $33.5K
8.31K $1.95B
AMGN
Amgen Inc

Healthcare
-98
- 3.41%
$258.78 - $328.31 $25.4K - $32.2K
2.78K $724M
NEE
Nextera Energy Inc

Utilities
-187
- 1.28%
$69.77 - $85.43 $13K - $16K
14.5K $1.04B
HD
Home Depot, Inc.

Consumer Cyclical
-130
- 1.53%
$385.02 - $431.37 $50.1K - $56.1K
8.38K $3.26B
ROP
Roper Technologies Inc

Industrials
-15
- 0.35%
$519.85 - $575.95 $7.8K - $8.64K
4.33K $2.25B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-301
- 7.19%
$442.29 - $483.08 $133K - $145K
3.89K $1.76B
EOG
Eog Resources Inc

Energy
-1.26K
- 4.49%
$118.22 - $136.54 $148K - $171K
26.7K $3.27B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-141
- 0.19%
$113.92 - $127.38 $16.1K - $18K
73.8K $8.51B
SBUX
Starbucks Corp

Consumer Cyclical
-558
- 3.77%
$87.44 - $102.5 $48.8K - $57.2K
14.2K $1.3B
MRK
Merck & Co., Inc.

Healthcare
-421
- 7.8%
$96.31 - $114.76 $40.5K - $48.3K
4.98K $495M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-664
- 10.09%
$134.53 - $150.65 $89.3K - $100K
5.92K $801M
IDXX
Idexx Laboratories Inc

Healthcare
-9
- 0.74%
$406.92 - $495.42 $3.66K - $4.46K
1.22K $502M
XOM
Exxon Mobil Corp

Energy
-324
- 3.96%
$105.51 - $125.37 $34.2K - $40.6K
7.86K $846M
ORCL
Oracle Corp

Technology
-215
- 1.08%
$165.41 - $192.43 $35.6K - $41.4K
19.7K $3.29B
GD
General Dynamics Corp

Industrials
-230
- 19.57%
$260.28 - $314.03 $59.9K - $72.2K
945 $249M
UNH
Unitedhealth Group Inc

Healthcare
-63
- 7.04%
$485.52 - $625.25 $30.6K - $39.4K
832 $421M
VLO
Valero Energy Corp

Energy
-64
- 0.86%
$118.59 - $144.02 $7.59K - $9.22K
7.41K $908M
UNP
Union Pacific Corp

Industrials
-110
- 3.04%
$223.15 - $249.32 $24.5K - $27.4K
3.51K $801M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-380
- 9.42%
$311.11 - $335.64 $118K - $128K
3.66K $1.18B
CL
Colgate Palmolive CO

Consumer Defensive
-9
- 0.13%
$90.22 - $102.31 $812 - $921
6.91K $628M
IWN
Ishares Russell2000 Val ETF

ETFs
-475
- 12.15%
$162.69 - $181.35 $77.3K - $86.1K
3.43K $564M
KO
Coca Cola CO

Consumer Defensive
-571
- 12.97%
$61.74 - $71.71 $35.3K - $40.9K
3.83K $239M
CSCO
Cisco Systems, Inc.

Technology
-1.9K
- 32.14%
$52.45 - $60.02 $99.7K - $114K
4.01K $238M
ADP
Automatic Data Processing Inc

Industrials
-293
- 24.83%
$280.08 - $307.97 $82.1K - $90.2K
887 $260M
ABBV
Abb Vie Inc.

Healthcare
-51
- 1.75%
$164.99 - $203.87 $8.41K - $10.4K
2.87K $510M
MCD
Mcdonalds Corp

Consumer Cyclical
-140
- 8.12%
$288.47 - $316.54 $40.4K - $44.3K
1.59K $459M
PFE
Pfizer Inc

Healthcare
-1.18K
- 8.91%
$24.8 - $30.19 $29.2K - $35.6K
12.1K $320M
MA
Mastercard Inc

Financial Services
-222
- 13.48%
$491.3 - $536.15 $109K - $119K
1.43K $750M
DVY
Ishares Tr

ETFs
-250
- 3.26%
$129.55 - $143.41 $32.4K - $35.9K
7.43K $975M
Linde PLC
-25
- 3.03%
N/A
799 $335M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Legacy Trust Portfolio

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

News

Stay updated on Legacy Trust with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email