Newman Dignan & Sheerar, Inc. Purchases and Sells in Q4 2024

Newman Dignan & Sheerar, Inc.

$386 Million
Q4 2024

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	6.61K + 4.52%	$49.79 - $51.14 $329K - $338K	153K $7.66M
EMR	114 + 0.97%	$108.13 - $134.33 $12.3K - $15.3K	11.8K $1.47M
META	62 + 1.22%	$554.08 - $632.68 $34.4K - $39.2K	5.15K $3.04M
PANW	6.89K + 95.43%	$181.96 - $405.9 $1.25M - $2.8M	14.1K $2.57M
KMI	165 + 1.25%	$22.59 - $28.54 $3.73K - $4.71K	13.4K $367K
VO	263 + 2.05%	$261.5 - $284.63 $68.8K - $74.9K	13.1K $3.47M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEU	49.4K New	$57.29 - $63.1 $2.83M - $3.12M	49.4K $2.84M
VIG	4.96K New	N/A	4.96K $902K
VEA	6K New	$47.57 - $52.44 $285K - $314K	6K $286K
SHOP	2.07K New	$78.14 - $119.49 $162K - $247K	2.07K $220K
GPN	1.82K New	$97.57 - $119.38 $178K - $218K	1.82K $204K
Credit Suisse Group 10/31/2025 1.500percent	25K New	N/A	25K $0

Top Sells

Reduced Positions

88 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	-2.07K - 0.14%	$22.4 - $68.28 $46.3K - $141K	1.5M $34.7M
SCHG	-1.55K - 0.59%	$25.93 - $105.3 $40.3K - $164K	260K $7.26M
SCHV	-3.49K - 1.91%	$25.79 - $80.4 $90K - $281K	179K $4.67M
MRK	-840 - 1.62%	$96.31 - $114.76 $80.9K - $96.4K	51K $5.08M
NOBL	-1.64K - 2.63%	$99.2 - $108.47 $163K - $178K	60.8K $6.05M
JNJ	-1.11K - 4.55%	$143.34 - $165.86 $159K - $184K	23.3K $3.37M

Activity Summary All Purchases 56 New Holdings 8 Increased Positions 48 All Sells 88 Reductions 88 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Newman Dignan & Sheerar, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Newman Dignan & Sheerar, Inc. with notifications on news.