Marshall & Sullivan Inc Closed Holding Positions

Marshall & Sullivan Inc

  • $190 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
4,827
$56.81 - $112.28 $274K - $542K
IVV
Ishares Core S&P 500 ETF

ETFs
Q1 2022 Filed on May 02, 2022
4,790
$418.06 - $479.84 $2M - $2.3M
General Electric CO
Q1 2021 Filed on May 04, 2021
46
N/A
RDS-A
Shell PLC

Energy
Q1 2021 Filed on May 04, 2021
42
$34.63 - $43.02 $1.45K - $1.81K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2021 Filed on May 04, 2021
3
$41.16 - $55.05 $123 - $165
KBE
Spdr S&P Bank ETF

ETFs
Q4 2020 Filed on Jan 29, 2021
215,324
$29.74 - $41.82 $6.4M - $9M
Unilever Nv Adr
Q4 2020 Filed on Jan 29, 2021
900
N/A
United Technologies Corp
Q2 2020 Filed on Jul 14, 2020
28,149
N/A
CTSH
Cognizant Technology Solutions Corp

Technology
Q3 2019 Filed on Oct 11, 2019
54,449
$58.75 - $66.41 $3.2M - $3.62M
Celgene Corp
Q2 2019 Filed on Aug 05, 2019
19,219
N/A
IBM
International Business Machines Corp

Technology
Q2 2019 Filed on Aug 05, 2019
1,500
$121.41 - $138.76 $182K - $208K
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2019 Filed on May 08, 2019
18,932
$60.72 - $86.07 $1.15M - $1.63M
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2019 Filed on May 08, 2019
26,179
$62.53 - $70.05 $1.64M - $1.83M
Praxair Inc
Q4 2018 Filed on Jan 28, 2019
23,927
N/A
SRCL
Stericycle Inc

Industrials
Q4 2018 Filed on Jan 28, 2019
11,126
$35.19 - $57.39 $392K - $639K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q4 2018 Filed on Jan 28, 2019
1,498
$156.48 - $199.76 $234K - $299K
ABBV
Abb Vie Inc.

Healthcare
Q3 2018 Filed on Oct 29, 2018
402
$88.91 - $98.84 $35.7K - $39.7K
FNDF
Schwab Fundamental Intl Large

ETFs
Q3 2018 Filed on Oct 29, 2018
35
N/A
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q3 2018 Filed on Oct 29, 2018
18
N/A
FNDA
Schwab Fundamental U S Small C

ETFs
Q3 2018 Filed on Oct 29, 2018
26
N/A
FNDX
Schwab Fundamental U S Large C

ETFs
Q3 2018 Filed on Oct 29, 2018
47
N/A
RPM
Rpm International Inc

Basic Materials
Q3 2018 Filed on Oct 29, 2018
280
$57.96 - $68.05 $16.2K - $19.1K
Royal Dutch Shell PLC
Q3 2018 Filed on Oct 29, 2018
755
N/A
SLB
Schlumberger Limited

Energy
Q3 2018 Filed on Oct 29, 2018
300
$59.7 - $69.49 $17.9K - $20.8K
CSCO
Cisco Systems, Inc.

Technology
Q3 2018 Filed on Oct 29, 2018
798
$41.78 - $48.65 $33.3K - $38.8K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q3 2018 Filed on Oct 29, 2018
2,500
N/A
WELL
Welltower Inc.

Real Estate
Q3 2018 Filed on Oct 29, 2018
109
$61.7 - $67.46 $6.73K - $7.35K
DXC
Dxc Technology CO

Technology
Q3 2018 Filed on Oct 29, 2018
18
$82.0 - $96.38 $1.48K - $1.73K
KO
Coca Cola CO

Consumer Defensive
Q3 2018 Filed on Oct 29, 2018
1,520
$43.75 - $46.73 $66.5K - $71K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q3 2018 Filed on Oct 29, 2018
35
$101.8 - $108.58 $3.56K - $3.8K
Etfs Platinum Tr
Q3 2018 Filed on Oct 29, 2018
150
N/A
CMCSA
Comcast Corp

Communication Services
Q3 2018 Filed on Oct 29, 2018
1,191
$33.09 - $37.9 $39.4K - $45.1K
AVLR
Avalara, Inc.

Technology
Q3 2018 Filed on Oct 29, 2018
900
$34.67 - $49.59 $31.2K - $44.6K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q3 2018 Filed on Oct 29, 2018
3,752
$65.43 - $68.98 $245K - $259K
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q3 2018 Filed on Oct 29, 2018
2,000
$34.45 - $39.8 $68.9K - $79.6K
HPQ
Hp Inc

Technology
Q3 2018 Filed on Oct 29, 2018
208
$22.59 - $25.97 $4.7K - $5.4K
Express Scripts Hldg CO
Q1 2018 Filed on Apr 30, 2018
40,997
N/A
Priceline Grp Inc
Q1 2018 Filed on Apr 30, 2018
1,397
N/A
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