Lummis Asset Management, LP Purchases and Sells in Q4 2024

Lummis Asset Management, LP

$78.9 Billion
Q4 2024

Top Buys

Incresed Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	30 + 1.88%	$280.04 - $302.45 $8.4K - $9.07K	1.63K $471M
EPD	219 + 11.34%	$28.66 - $34.43 $6.28K - $7.54K	2.15K $67.5M
DVN	693 + 2.25%	$30.52 - $42.96 $21.2K - $29.8K	31.4K $1.03B
SCHO	15.7K + 43.39%	$24.06 - $48.88 $377K - $766K	51.8K $1.25B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SRUUF	900 New	$16.04 - $20.42 $14.4K - $18.4K	900 $15.6M
CCJ	100 New	$48.64 - $61.14 $4.86K - $6.11K	100 $5.14M
URNM	111 New	$40.0 - $52.93 $4.44K - $5.88K	111 $4.47M
VFH	31 New	$108.87 - $126.2 $3.37K - $3.91K	31 $3.66M
URA	100 New	$26.78 - $33.46 $2.68K - $3.35K	100 $2.68M
ARKK	13 New	$45.39 - $62.98 $590 - $819	13 $738K

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-3.58K - 21.89%	$406.35 - $454.46 $1.45M - $1.63M	12.8K $5.38B
GD	-2.69K - 25.93%	$260.28 - $314.03 $700K - $844K	7.68K $2.02B
TMO	-989 - 25.42%	$501.29 - $612.85 $496K - $606K	2.9K $1.51B
Berkshire Hathaway Cl B	-1.53K - 14.67%	N/A	8.87K $4.02B
ABT	-2.94K - 17.45%	$111.93 - $119.39 $329K - $351K	13.9K $1.57B
AAPL	-4.21K - 10.14%	$221.69 - $259.02 $933K - $1.09M	37.3K $9.34B

Activity Summary All Purchases 11 New Holdings 7 Increased Positions 4 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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