Montag & Caldwell, LLC Sells in Q3 2024

Montag & Caldwell, LLC

  • $490 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EW
Edwards Lifesciences Corp

Healthcare
-83.4K
- 45.17%
$59.7 - $93.78 $4.98M - $7.82M
101K $6.68M
MNST
Monster Beverage Corp

Consumer Defensive
-116K
- 36.52%
$45.01 - $52.47 $5.2M - $6.07M
201K $10.5M
MSFT
Microsoft Corp

Technology
-7.39K
- 9.39%
$395.15 - $467.56 $2.92M - $3.45M
71.3K $30.7M
GOOGL
Alphabet Inc.

Communication Services
-7.88K
- 4.5%
$148.65 - $191.18 $1.17M - $1.51M
167K $27.7M
NKE
Nike, Inc.

Consumer Cyclical
-35.4K
- 90.71%
$71.09 - $89.44 $2.52M - $3.17M
3.63K $320K
AMZN
Amazon Com Inc

Consumer Cyclical
-5.89K
- 4.26%
$161.02 - $200.0 $948K - $1.18M
132K $24.7M
SCHW
Schwab Charles Corp

Financial Services
-7.64K
- 4.85%
$61.74 - $76.08 $472K - $581K
150K $9.71M
INTU
Intuit Inc

Technology
-1.24K
- 4.17%
$602.97 - $670.49 $750K - $834K
28.6K $17.8M
NVDA
Nvidia Corp

Technology
-8.1K
- 4.41%
$98.91 - $134.91 $801K - $1.09M
176K $21.3M
ADBE
Adobe Inc.

Technology
-962
- 4.17%
$508.13 - $586.55 $489K - $564K
22.1K $11.5M
GMED
Globus Medical Inc

Healthcare
-10.3K
- 52.96%
$67.08 - $73.92 $688K - $758K
9.11K $652K
CPRT
Copart Inc

Consumer Cyclical
-7.3K
- 30.69%
$49.19 - $55.54 $359K - $405K
16.5K $863K
PANW
Palo Alto Networks Inc

Technology
-659
- 4.08%
$294.18 - $368.01 $194K - $243K
15.5K $5.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.24K
- 9.93%
$92.63 - $105.69 $208K - $237K
20.3K $2.12M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.31K
- 3.37%
$98.01 - $106.59 $129K - $140K
37.6K $3.94M
EEFT
Euronet Worldwide, Inc.

Technology
-224
- 3.2%
$92.68 - $108.63 $20.8K - $24.3K
6.78K $671K
GPN
Global Payments Inc

Industrials
-270
- 3.48%
$92.66 - $112.97 $25K - $30.5K
7.49K $767K
EFG
Msci Eafe Growth ETF

ETFs
-53
- 1.21%
$96.84 - $108.77 $5.13K - $5.76K
4.34K $467K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-50
- 1.22%
$77.02 - $85.06 $3.85K - $4.25K
4.06K $343K
NFLX
Netflix Inc

Communication Services
-901
- 4.66%
$598.55 - $722.26 $539K - $651K
18.4K $13.1M
XLV
Select Sector Spdr Fund Health

ETFs
-32
- 0.79%
$143.3 - $157.24 $4.59K - $5.03K
4.03K $620K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-72
- 0.63%
$75.32 - $84.37 $5.42K - $6.07K
11.4K $956K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-80
- 0.72%
$73.43 - $80.37 $5.87K - $6.43K
11K $881K
VB
Vanguard Small Cap ETF

ETFs
-30
- 0.82%
$214.77 - $237.72 $6.44K - $7.13K
3.64K $862K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-34
- 0.62%
$162.83 - $179.16 $5.54K - $6.09K
5.43K $972K
META
Meta Platforms, Inc.

Communication Services
-7
- 0.43%
$453.41 - $572.44 $3.17K - $4.01K
1.63K $931K
V
Visa Inc.

Financial Services
-2.62K
- 3.95%
$253.74 - $291.56 $665K - $764K
63.7K $17.5M
SYK
Stryker Corp

Healthcare
-2.04K
- 4.59%
$315.94 - $371.96 $645K - $760K
42.5K $15.3M
PRMW
Primo Water Corp

Consumer Defensive
-300
- 0.46%
$20.4 - $25.47 $6.12K - $7.64K
64.4K $1.63M
ABT
Abbott Laboratories

Healthcare
-5.82K
- 4.42%
$100.07 - $118.13 $582K - $688K
126K $14.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-684
- 4.08%
$531.86 - $624.21 $364K - $427K
16.1K $9.94M
IQV
Iqvia Holdings Inc.

Healthcare
-2.14K
- 4.02%
$206.81 - $251.55 $443K - $539K
51.1K $12.1M
UNH
Unitedhealth Group Inc

Healthcare
-709
- 4.12%
$488.01 - $604.18 $346K - $428K
16.5K $9.65M
SHW
Sherwin Williams CO

Basic Materials
-626
- 4.6%
$294.65 - $384.0 $184K - $240K
13K $4.95M
ACN
Accenture PLC

Technology
-1.03K
- 4.0%
$295.44 - $355.81 $305K - $368K
24.8K $8.76M
AAPL
Apple Inc.

Technology
-4.54K
- 3.98%
$207.23 - $234.82 $940K - $1.06M
109K $25.5M
SPGI
S&P Global Inc.

Financial Services
-1.62K
- 4.61%
$446.32 - $527.38 $723K - $854K
33.5K $17.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
-4.12K
- 4.23%
$136.93 - $162.81 $564K - $670K
93.1K $15M
ZTS
Zoetis Inc.

Healthcare
-5.29K
- 4.27%
$172.58 - $196.48 $913K - $1.04M
119K $23.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.3K
- 4.61%
$213.3 - $270.78 $490K - $622K
47.6K $12.9M
Activity Summary
Buys All Purchases 22 New Holdings 4 Increased Positions 18 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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