Montgomery Investment Management Inc Reduced Holdings in Q3 2024

Montgomery Investment Management Inc

  • $263 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-15
- 0.03%
$137.88 - $161.97 $2.07K - $2.43K
46.4K $6.83M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-80
- 0.51%
$100.3 - $100.74 $8.02K - $8.06K
15.6K $1.57M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
-736
- 5.99%
$7.19 - $7.61 $5.29K - $5.6K
11.5K $87K
LENB
Lennar Corporation Cl B
-409
- 0.65%
N/A
62.5K $0
MCD
Mcdonalds Corp

Consumer Cyclical
-50
- 0.81%
$245.82 - $304.51 $12.3K - $15.2K
6.16K $1.88M
NEE
Nextera Energy Inc

Utilities
-100
- 0.3%
$69.9 - $84.97 $6.99K - $8.5K
33.3K $2.81M
CF
Cf Industries Holdings, Inc.

Basic Materials
-60
- 0.1%
$69.38 - $85.8 $4.16K - $5.15K
58.4K $5.01M
GIS
General Mills Inc

Consumer Defensive
-1K
- 0.86%
$62.5 - $75.15 $62.5K - $75.2K
115K $8.47M
AAPL
Apple Inc.

Technology
-37
- 0.07%
$207.23 - $234.82 $7.67K - $8.69K
53.5K $12.4M
URI
United Rentals, Inc.

Industrials
-37
- 0.11%
$627.41 - $814.1 $23.2K - $30.1K
35.1K $28.4M
Activity Summary
Buys All Purchases 7 New Holdings 2 Increased Positions 5 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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