Lyell Wealth Management, LP Closed Holding Positions

Lyell Wealth Management, LP

$1.1 Billion
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Energy Transfer Part LP	Q4 2018 Filed on Feb 11, 2019	9,677	N/A
Oritani Finl	Q4 2018 Filed on Feb 11, 2019	11,480	N/A
T At&T Inc. Communication Services	Q4 2018 Filed on Feb 11, 2019	8,097	$20.66 - $25.77 $167K - $209K
Cigna Corp	Q4 2018 Filed on Feb 11, 2019	1,921	N/A
General Electric CO	Q4 2018 Filed on Feb 11, 2019	17,529	N/A
BKR Baker Hughes CO Energy	Q3 2018 Filed on Oct 30, 2018	6,600	$30.99 - $35.18 $205K - $232K
BIDU Baidu, Inc. Communication Services	Q3 2018 Filed on Oct 30, 2018	6,235	$213.47 - $271.45 $1.33M - $1.69M
JD Jd.Com, Inc. Consumer Cyclical	Q3 2018 Filed on Oct 30, 2018	55,320	$24.51 - $39.46 $1.36M - $2.18M
Peak Resorts Inc	Q3 2018 Filed on Oct 30, 2018	12,150	N/A
TCEHY Tencent Holdings Limited Unspo Communication Services	Q2 2018 Filed on Jul 30, 2018	97,361	N/A
Celgene Corp	Q2 2018 Filed on Jul 30, 2018	7,329	N/A
AIG American International Group, Inc. Financial Services	Q1 2018 Filed on May 07, 2018	3,644	$53.41 - $64.8 $195K - $236K
Vantiv Inc Class A	Q1 2018 Filed on May 07, 2018	47,735	N/A
Kkr & CO LP LP	Q1 2018 Filed on May 07, 2018	39,000	N/A
Power Shares Qqq Trust Srs 1 ETF	Q1 2018 Filed on May 07, 2018	1,369	N/A
Priceline Group	Q1 2018 Filed on May 07, 2018	1,724	N/A
NXPI Nxp Semiconductors N.V. Technology	Q1 2018 Filed on May 07, 2018	14,345	$114.88 - $125.71 $1.65M - $1.8M
MO Altria Group, Inc. Consumer Defensive	Q4 2017 Filed on Jan 30, 2018	5,600	$62.55 - $73.9 $350K - $414K
EXPE Expedia Group, Inc. Consumer Cyclical	Q4 2017 Filed on Jan 30, 2018	8,694	$117.32 - $153.4 $1.02M - $1.33M
PM Philip Morris International Inc. Consumer Defensive	Q4 2017 Filed on Jan 30, 2018	5,035	$102.05 - $115.17 $514K - $580K
SPSB Spdr Portfolio Short Term Corp ETFs	Q4 2017 Filed on Jan 30, 2018	8,804	N/A

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