Montag & Caldwell, LLC Purchases and Sells in Q4 2024

Montag & Caldwell, LLC

$465 Million
Q4 2024

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NOW	1.8K + 15.12%	$867.18 - $1148.42 $1.56M - $2.07M	13.7K $14.5M
SCHW	11.9K + 7.95%	$63.31 - $82.85 $754K - $987K	162K $12M
ACN	4.84K + 19.53%	$343.9 - $376.86 $1.66M - $1.82M	29.6K $10.4M
LOW	8.28K + 17.39%	$244.52 - $284.07 $2.02M - $2.35M	55.9K $13.8M
SCHD	38.1K + 937.48%	$26.93 - $84.95 $1.03M - $3.24M	42.2K $1.15M
LLY	934 + 125.2%	$727.2 - $932.06 $679K - $871K	1.68K $1.3M

New Holdings

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ASML	9.99K New	$658.43 - $872.27 $6.58M - $8.72M	9.99K $6.93M
JBHT	36K New	$164.22 - $197.19 $5.91M - $7.1M	36K $6.15M
GBF	5.29K New	$101.93 - $106.84 $539K - $565K	5.29K $540K
TER	3.33K New	$102.58 - $133.62 $341K - $445K	3.33K $419K
SKX	5.68K New	$59.24 - $72.0 $337K - $409K	5.68K $382K
IWF	803 New	$370.24 - $418.94 $297K - $336K	803 $322K

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IQV	-38K - 74.38%	$190.97 - $236.63 $7.26M - $8.99M	13.1K $2.57M
MSFT	-15.8K - 22.16%	$406.35 - $454.46 $6.42M - $7.18M	55.5K $23.4M
ZTS	-9.72K - 8.2%	$162.24 - $194.42 $1.58M - $1.89M	109K $17.7M
KO	-56.5K - 31.39%	$61.74 - $71.71 $3.49M - $4.05M	124K $7.69M
UBER	-24.7K - 11.18%	$59.93 - $86.34 $1.48M - $2.13M	196K $11.8M
SHW	-10.8K - 83.59%	$338.75 - $399.71 $3.67M - $4.33M	2.13K $723K

Activity Summary All Purchases 69 New Holdings 54 Increased Positions 15 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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