Meritage Portfolio Management Sells in Q1 2025

Meritage Portfolio Management

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WEC
Wec Energy Group, Inc.

Utilities
-693
- 2.72%
$92.12 - $108.98 $63.8K - $75.5K
24.8K $2.7M
DNKEY
Danske Bank A/S

Financial Services
-5.2K
- 2.8%
$14.02 - $17.96 $73K - $93.5K
181K $2.98M
EVRG
Evergy, Inc.

Utilities
-2.99K
- 3.96%
$59.9 - $69.52 $179K - $208K
72.4K $5M
SR
Spire Inc

Utilities
-1.14K
- 2.65%
$65.62 - $78.25 $74.5K - $88.9K
41.7K $3.26M
MA
Mastercard Inc

Financial Services
-824
- 2.18%
$504.67 - $576.31 $416K - $475K
37K $20.3M
MDT
Medtronic PLC

Healthcare
-351
- 0.88%
$79.84 - $94.5 $28K - $33.2K
39.6K $3.56M
KR
Kroger CO

Consumer Defensive
-807
- 1.08%
$58.36 - $67.72 $47.1K - $54.7K
73.9K $5M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.92K
- 1.88%
$35.35 - $42.74 $67.9K - $82.1K
101K $4.16M
BMY
Bristol Myers Squibb CO

Healthcare
-480
- 0.45%
$53.9 - $63.11 $25.9K - $30.3K
106K $6.46M
AFL
Aflac Inc

Financial Services
-502
- 0.74%
$100.99 - $111.19 $50.7K - $55.8K
67.3K $7.49M
NVS
Novartis Ag

Healthcare
-756
- 1.71%
$97.14 - $115.57 $73.4K - $87.4K
43.6K $4.86M
WPC
W. P. Carey Inc.

Real Estate
-2.18K
- 2.75%
$53.5 - $65.05 $117K - $142K
77.1K $4.87M
PM
Philip Morris International Inc.

Consumer Defensive
-5.04K
- 14.34%
$117.15 - $158.79 $590K - $800K
30.1K $4.77M
TPR
Tapestry, Inc.

Consumer Cyclical
-515
- 0.43%
$65.63 - $89.21 $33.8K - $45.9K
120K $8.46M
PAGP
Plains Gp Holdings LP

Energy
-6.85K
- 2.77%
$18.52 - $22.13 $127K - $151K
240K $5.13M
EBAY
Ebay Inc

Consumer Cyclical
-747
- 0.67%
$61.61 - $70.93 $46K - $53K
111K $7.53M
KO
Coca Cola CO

Consumer Defensive
-808
- 1.0%
$60.81 - $72.32 $49.1K - $58.4K
79.9K $5.72M
LNG
Cheniere Energy, Inc.

Energy
-1.49K
- 2.31%
$209.32 - $253.66 $312K - $378K
63K $14.6M
NNGRY
Nn Group Nv

Financial Services
-1.94K
- 1.51%
$21.17 - $27.97 $41.1K - $54.3K
127K $3.53M
TIMB
Tim S.A.

Communication Services
-2.31K
- 1.18%
$11.42 - $15.65 $26.4K - $36.2K
194K $3.04M
ABEV
Ambev S.A.

Consumer Defensive
-43.6K
- 2.43%
$1.77 - $2.37 $77.2K - $103K
1.75M $4.08M
GILD
Gilead Sciences, Inc.

Healthcare
-2.6K
- 4.73%
$89.14 - $117.41 $231K - $305K
52.3K $5.86M
IBM
International Business Machines Corp

Technology
-554
- 1.72%
$217.4 - $264.74 $120K - $147K
31.7K $7.89M
KLAC
Kla Corp

Technology
-575
- 2.38%
$636.62 - $777.63 $366K - $447K
23.5K $16M
AMGN
Amgen Inc

Healthcare
-280
- 1.56%
$258.59 - $327.36 $72.4K - $91.7K
17.7K $5.51M
ABBV
Abb Vie Inc.

Healthcare
-1.04K
- 3.14%
$169.2 - $216.66 $175K - $224K
32K $6.7M
ETR
Entergy Corp

Utilities
-1.19K
- 1.05%
$75.26 - $87.89 $89.7K - $105K
112K $9.57M
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
-434
- 0.27%
$34.94 - $44.24 $15.2K - $19.2K
163K $6.69M
ING
Ing Groep Nv

Financial Services
-3.29K
- 1.2%
$15.51 - $20.74 $51K - $68.2K
270K $5.29M
EXEL
Exelixis, Inc.

Healthcare
-8.51K
- 2.09%
$32.38 - $39.16 $276K - $333K
399K $14.7M
T
At&T Inc.

Communication Services
-2.92K
- 1.17%
$21.56 - $28.28 $63K - $82.6K
246K $6.96M
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
-283
- 0.38%
$96.69 - $129.67 $27.4K - $36.7K
74.7K $8.64M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-163
- 2.35%
$1187.71 - $1432.58 $194K - $234K
6.78K $9.72M
JNJ
Johnson & Johnson

Healthcare
-1.84K
- 2.15%
$142.06 - $167.7 $262K - $309K
83.9K $13.9M
CHKP
Check Point Software Technologies LTD

Technology
-394
- 0.99%
$179.88 - $231.31 $70.9K - $91.1K
39.6K $9.02M
HSBC
Hsbc Holdings PLC

Financial Services
-8.48K
- 2.66%
$48.68 - $61.58 $413K - $522K
310K $17.8M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-862
- 2.41%
$402.49 - $513.76 $347K - $443K
34.9K $16.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-3.49K
- 1.87%
$80.53 - $147.57 $281K - $514K
183K $24.2M
Activity Summary
Buys All Purchases 90 New Holdings 22 Increased Positions 68 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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