Lipe & Dalton Reduced Holdings in Q1 2025

Lipe & Dalton

  • $179 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OKE
Oneok Inc

Energy
-37.1K
- 49.76%
$89.57 - $109.85 $3.32M - $4.08M
37.5K $3.72M
AAPL
Apple Inc.

Technology
-3.11K
- 4.14%
$209.68 - $247.1 $651K - $768K
72K $16M
GOOG
Alphabet Inc.

Communication Services
-1.62K
- 2.76%
$156.06 - $207.71 $253K - $336K
57.1K $8.92M
Brookfield Corp Cl A
-3.24K
- 2.55%
N/A
124K $6.49M
ETN
Eaton Corp PLC

Industrials
-220
- 1.97%
$271.83 - $371.23 $59.8K - $81.7K
10.9K $2.97M
GS
Goldman Sachs Group Inc

Financial Services
-444
- 2.66%
$524.81 - $672.19 $233K - $298K
16.3K $8.88M
EMR
Emerson Electric CO

Industrials
-600
- 1.4%
$108.64 - $131.17 $65.2K - $78.7K
42.2K $4.63M
CM
Canadian Imperial Bank Of Commerce

Financial Services
-280
- 0.33%
$55.05 - $64.52 $15.4K - $18.1K
85.7K $4.83M
MS
Morgan Stanley

Financial Services
-2.54K
- 9.89%
$111.68 - $141.08 $283K - $358K
23.1K $2.7M
MSFT
Microsoft Corp

Technology
-495
- 7.65%
$375.39 - $447.2 $186K - $221K
5.98K $2.24M
Brookfield Asset Managmt LTD C
-1.29K
- 2.59%
N/A
48.5K $2.35M
STZ
Constellation Brands, Inc.

Consumer Defensive
-724
- 14.73%
$161.05 - $222.93 $117K - $161K
4.19K $769K
CARR
Carrier Global Corp

Industrials
-3.05K
- 16.19%
$62.07 - $70.55 $189K - $215K
15.8K $1M
BA
Boeing CO

Industrials
-380
- 1.28%
$148.15 - $186.25 $56.3K - $70.8K
29.3K $4.99M
LMT
Lockheed Martin Corp

Industrials
-35
- 0.78%
$423.19 - $506.29 $14.8K - $17.7K
4.48K $2M
Cooper Cos Inc
-1.1K
- 8.34%
N/A
12.1K $1.02M
MRK
Merck & Co., Inc.

Healthcare
-697
- 6.03%
$83.01 - $101.02 $57.9K - $70.4K
10.9K $975K
QCOM
Qualcomm Inc

Technology
-1.03K
- 9.28%
$151.94 - $175.86 $156K - $181K
10.1K $1.55M
EXAS
Exact Sciences Corp

Healthcare
-700
- 8.73%
$43.04 - $58.51 $30.1K - $41K
7.32K $317K
Te Connectivity PLC
-455
- 1.23%
N/A
36.6K $5.18M
Siriusxm Holdings Inc Common S
-3.5K
- 9.21%
N/A
34.5K $778K
Kenvue Inc
-9.8K
- 16.73%
N/A
48.8K $1.17M
ZTS
Zoetis Inc.

Healthcare
-434
- 5.09%
$156.48 - $175.67 $67.9K - $76.2K
8.09K $1.33M
SNA
Snap On Inc

Industrials
-30
- 0.18%
$324.09 - $358.62 $9.72K - $10.8K
16.8K $5.65M
Ge Healthcare Technologies Inc
-830
- 7.44%
N/A
10.3K $833K
FTV
Fortive Corp

Technology
-162
- 2.39%
$71.82 - $82.98 $11.6K - $13.4K
6.63K $485K
JPM
Jpmorgan Chase & CO

Financial Services
-135
- 7.5%
$225.19 - $279.95 $30.4K - $37.8K
1.67K $409K
WFC
Wells Fargo & Company

Financial Services
-500
- 3.04%
$66.78 - $81.42 $33.4K - $40.7K
16K $1.15M
South Bow Corp Com
-44
- 0.42%
N/A
10.5K $186K
XOM
Exxon Mobil Corp

Energy
-40
- 1.68%
$105.44 - $118.93 $4.22K - $4.76K
2.34K $279K
TRP
Tc Energy Corp

Energy
-110
- 0.21%
$44.29 - $49.27 $4.87K - $5.42K
53.5K $2.53M
MDT
Medtronic PLC

Healthcare
-1.11K
- 8.38%
$79.84 - $94.5 $88.6K - $105K
12.1K $1.09M
V
Visa Inc.

Financial Services
-575
- 7.14%
$306.92 - $362.71 $176K - $209K
7.48K $2.62M
CI
Cigna Corp

Healthcare
-619
- 10.61%
$274.49 - $329.0 $170K - $204K
5.21K $1.72M
JNJ
Johnson & Johnson

Healthcare
-559
- 5.79%
$142.06 - $167.7 $79.4K - $93.7K
9.1K $1.51M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-400
- 8.03%
$402.49 - $513.76 $161K - $206K
4.58K $2.22M
MOS
Mosaic CO

Basic Materials
-2.04K
- 1.67%
$23.08 - $28.8 $47K - $58.6K
120K $3.23M
DE
Deere & CO

Industrials
-100
- 1.27%
$408.57 - $509.27 $40.9K - $50.9K
7.77K $3.65M
RTX
Raytheon Technologies Corp

Industrials
-545
- 1.92%
$114.1 - $135.66 $62.2K - $73.9K
27.8K $3.68M
ABBV
Abb Vie Inc.

Healthcare
-560
- 2.21%
$169.2 - $216.66 $94.8K - $121K
24.8K $5.2M
Activity Summary
Buys All Purchases 19 New Holdings 3 Increased Positions 16 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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