Mcdonald Partners LLC Reduced Holdings in Q3 2024

Mcdonald Partners LLC

  • $390 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-2.05K
- 43.04%
$488.01 - $604.18 $1M - $1.24M
2.72K $1.59M
ADBE
Adobe Inc.

Technology
-539
- 5.78%
$508.13 - $586.55 $274K - $316K
8.78K $4.55M
PSX
Phillips 66

Energy
-466
- 1.45%
$125.0 - $147.17 $58.3K - $68.6K
31.6K $4.16M
QCOM
Qualcomm Inc

Technology
-368
- 3.51%
$156.12 - $209.64 $57.5K - $77.1K
10.1K $1.72M
HY
Hyster Yale Materials Handling, Inc.

Industrials
-1.15K
- 2.86%
$56.47 - $81.74 $65.1K - $94.2K
39.1K $2.49M
UPS
United Parcel Service Inc

Industrials
-2.07K
- 8.01%
$123.32 - $147.38 $255K - $305K
23.7K $3.24M
MPC
Marathon Petroleum Corp

Energy
-876
- 8.83%
$158.61 - $180.75 $139K - $158K
9.04K $1.47M
BP
Bp PLC

Energy
-5.18K
- 34.3%
$30.78 - $37.05 $159K - $192K
9.91K $311K
FCX
Freeport Mcmoran Inc

Basic Materials
-5.14K
- 18.89%
$39.52 - $51.92 $203K - $267K
22K $1.1M
LRCX
Lam Research Corp

Technology
-25
- 3.28%
$731.56 - $1127.3 $18.3K - $28.2K
738 $602K
COP
Conocophillips

Energy
-259
- 1.38%
$102.3 - $116.61 $26.5K - $30.2K
18.5K $1.95M
GOOGL
Alphabet Inc.

Communication Services
-104
- 1.09%
$148.65 - $191.18 $15.5K - $19.9K
9.41K $1.56M
BAC
Bank Of America Corp

Financial Services
-3.76K
- 6.77%
$36.65 - $44.13 $138K - $166K
51.8K $2.06M
SONO
Sonos Inc

Technology
-4.4K
- 12.12%
$11.09 - $14.96 $48.8K - $65.8K
31.9K $392K
DLB
Dolby Laboratories, Inc.

Industrials
-1.47K
- 26.03%
$66.75 - $81.27 $97.9K - $119K
4.17K $318K
NVDA
Nvidia Corp

Technology
-175
- 0.38%
$98.91 - $134.91 $17.3K - $23.6K
45.7K $5.55M
MS
Morgan Stanley

Financial Services
-1.42K
- 25.63%
$92.07 - $106.96 $131K - $152K
4.13K $430K
F
Ford Motor CO

Consumer Cyclical
-2.69K
- 13.73%
$9.71 - $14.55 $26.1K - $39.1K
16.9K $178K
LLY
Eli Lilly & CO

Healthcare
-50
- 4.31%
$772.14 - $960.02 $38.6K - $48K
1.11K $983K
ELAN
Elanco Animal Health Inc

Healthcare
-4K
- 17.62%
$11.85 - $15.47 $47.4K - $61.9K
18.7K $274K
XLE
Energy Sector Spdr

ETFs
-401
- 8.35%
$84.35 - $93.39 $33.8K - $37.4K
4.4K $386K
PEP
Pepsico Inc

Consumer Defensive
-823
- 4.59%
$161.9 - $179.3 $133K - $148K
17.1K $2.91M
PARA
Paramount Global

Communication Services
-4.91K
- 21.7%
$9.98 - $11.95 $49K - $58.7K
17.7K $188K
HSBC
Hsbc Holdings PLC

Financial Services
-1.8K
- 8.68%
$40.42 - $45.91 $72.7K - $82.5K
18.9K $855K
WM
Waste Management Inc

Industrials
-99
- 2.35%
$196.96 - $223.45 $19.5K - $22.1K
4.12K $854K
XOM
Exxon Mobil Corp

Energy
-1.3K
- 2.49%
$109.72 - $119.0 $143K - $155K
50.8K $5.96M
LECO
Lincoln Electric Holdings Inc

Industrials
-250
- 11.29%
$173.3 - $211.48 $43.3K - $52.9K
1.97K $377K
TXN
Texas Instruments Inc

Technology
-211
- 1.17%
$194.6 - $194.6 $41.1K - $41.1K
17.8K $3.47M
DEO
Diageo PLC

Consumer Defensive
-475
- 24.51%
$120.02 - $140.77 $57K - $66.9K
1.46K $205K
IVW
Ishares S&P 500 Growth ETF

ETFs
-408
- 11.36%
$84.77 - $97.13 $34.6K - $39.6K
3.18K $304K
SAN
Banco Santander, S.A.

Financial Services
-9.08K
- 22.73%
$4.37 - $5.16 $39.7K - $46.8K
30.8K $157K
CMCSA
Comcast Corp

Communication Services
-1.8K
- 9.32%
$37.33 - $41.78 $67K - $75K
17.5K $730K
ET
Energy Transfer LP

Energy
-484
- 1.18%
$15.43 - $16.44 $7.47K - $7.96K
40.6K $651K
MAR
Marriott International Inc

Consumer Cyclical
-400
- 3.12%
$211.35 - $255.11 $84.5K - $102K
12.4K $3.08M
SPYG
Spdr Portfolio

ETFs
-1.01K
- 3.97%
$73.38 - $84.1 $74.1K - $84.9K
24.4K $2.02M
CNHI
Cnh Industrial N.V.

Industrials
-2.25K
- 5.53%
$9.47 - $10.66 $21.3K - $24K
38.4K $400K
TBLA
Taboola.Com Ltd.

Communication Services
-3K
- 23.08%
$2.91 - $3.51 $8.73K - $10.5K
10K $33K
MTBC
Care Cloud, Inc.

Healthcare
-2.5K
- 8.27%
N/A
27.7K $84K
BFB
Brown Forman Corp Cl B
-4.41K
- 13.86%
N/A
27.4K $0
UBER
Uber Technologies, Inc

Technology
-411
- 3.31%
$58.48 - $77.47 $24K - $31.8K
12K $901K
RYF
Invesco S&P 500 Equal Weight F

ETFs
-225
- 5.63%
N/A
3.78K $0
Jacobs Solutions Inc
-200
- 2.89%
N/A
6.73K $0
PPG
Ppg Industries Inc

Basic Materials
-143
- 4.3%
$118.32 - $134.55 $16.9K - $19.2K
3.18K $421K
ENLC
En Link Midstream, LLC

Energy
-185
- 1.56%
$11.9 - $14.7 $2.2K - $2.72K
11.7K $169K
VTI
Vanguard Total Stock Market Et

ETFs
-22
- 2.68%
$255.18 - $283.2 $5.61K - $6.23K
800 $226K
OTIS
Otis Worldwide Corp

Industrials
-171
- 5.15%
$91.43 - $104.43 $15.6K - $17.9K
3.15K $327K
SAR
Saratoga Investment Corp.

Financial Services
-11
- 0.05%
$21.91 - $24.21 $241 - $266
20.3K $469K
MSGS
Madison Square Garden Sports Corp.

Communication Services
-315
- 7.76%
$187.29 - $209.6 $59K - $66K
3.74K $779K
DGRO
Ishares Core Dividend Growth E

ETFs
-173
- 3.23%
$57.47 - $62.76 $9.94K - $10.9K
5.18K $324K
Activity Summary
Buys All Purchases 100 New Holdings 12 Increased Positions 88 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mcdonald Partners LLC Portfolio

Follow Mcdonald Partners LLC 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 Mcdonald Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mcdonald Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email