Montag & Caldwell, LLC Purchases in Q4 2024

Montag & Caldwell, LLC

  • $465 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
29
New
$225.97 - $266.66 $6.55K - $7.73K
29 $6K
RTX
Raytheon Technologies Corp

Industrials
51
New
$114.45 - $127.21 $5.84K - $6.49K
51 $5K
TROW
Price T Rowe Group Inc

Financial Services
40
New
$106.48 - $124.69 $4.26K - $4.99K
40 $4K
BDX
Becton Dickinson & CO

Healthcare
19
New
$220.02 - $243.75 $4.18K - $4.63K
19 $4K
HRL
Hormel Foods Corp

Consumer Defensive
135
New
$29.21 - $33.55 $3.94K - $4.53K
135 $4K
PFE
Pfizer Inc

Healthcare
150
New
$24.8 - $30.19 $3.72K - $4.53K
150 $3K
MDT
Medtronic PLC

Healthcare
49
New
$79.61 - $92.24 $3.9K - $4.52K
49 $3K
ALB
Albemarle Corp

Basic Materials
24
New
$86.08 - $111.3 $2.07K - $2.67K
24 $2K
IFF
International Flavors & Fragrances Inc

Basic Materials
34
New
$83.96 - $106.19 $2.85K - $3.61K
34 $2K
PII
Polaris Inc.

Consumer Cyclical
41
New
$56.74 - $83.06 $2.33K - $3.41K
41 $2K
Aptiv PLC
8.75K
New
N/A
8.75K $0
Te Connectivity PLC
7.38K
New
N/A
7.38K $0
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
55
New
$8.17 - $8.66 $449 - $476
55 $0
VFC
V F Corp

Consumer Cyclical
32
New
$16.7 - $22.59 $534 - $723
32 $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
21.6K
+ 197.09%
$25.79 - $80.4 $558K - $1.74M
32.6K $849K
PINS
Pinterest, Inc.

Communication Services
1.22K
+ 3.17%
$28.24 - $34.15 $34.4K - $41.6K
39.6K $1.15M
ALC
Alcon Inc

Healthcare
484
+ 3.43%
$83.87 - $99.15 $40.6K - $48K
14.6K $1.24M
PANW
Palo Alto Networks Inc

Technology
12.4K
+ 79.88%
$181.96 - $405.9 $2.25M - $5.03M
27.9K $5.08M
Activity Summary
Buys All Purchases 69 New Holdings 54 Increased Positions 15 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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