Okabena Investment Services Inc Sells in Q4 2024

Okabena Investment Services Inc

  • $357 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
-29.4K
- 14.56%
$117.09 - $123.07 $3.44M - $3.61M
172K $20.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-25.7K
- 29.61%
$71.75 - $75.11 $1.84M - $1.93M
61K $4.39M
AJG
Arthur J. Gallagher & Co.

Financial Services
-5.11K
- 67.19%
$278.49 - $315.16 $1.42M - $1.61M
2.49K $707K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-10.8K
- 11.05%
$113.92 - $127.38 $1.23M - $1.38M
87K $10M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-6.21K
- 6.01%
$75.1 - $82.99 $466K - $515K
97.1K $7.34M
UNP
Union Pacific Corp

Industrials
-3.37K
- 66.09%
$223.15 - $249.32 $752K - $840K
1.73K $394K
ADP
Automatic Data Processing Inc

Industrials
-3.25K
- 27.0%
$280.08 - $307.97 $911K - $1M
8.8K $2.57M
CLX
Clorox CO

Consumer Defensive
-3.04K
- 42.89%
$156.51 - $169.74 $476K - $516K
4.05K $657K
OTIS
Otis Worldwide Corp

Industrials
-1.94K
- 7.6%
$92.57 - $106.01 $180K - $206K
23.6K $2.19M
NSIT
Insight Enterprises Inc

Technology
-196
- 2.85%
$149.61 - $224.73 $29.3K - $44K
6.68K $1.02M
INTU
Intuit Inc

Technology
-700
- 27.29%
$602.01 - $706.25 $421K - $494K
1.87K $1.17M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-22.3K
- 37.98%
$16.43 - $22.77 $367K - $508K
36.5K $803K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
-7.68K
- 26.59%
$35.03 - $44.26 $269K - $340K
21.2K $825K
KKR
Kkr & Co. Inc.

Financial Services
-1.95K
- 37.71%
$129.87 - $162.87 $253K - $317K
3.22K $476K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-7.27K
- 12.74%
$43.37 - $51.46 $315K - $374K
49.8K $2.4M
CNI
Canadian National Railway CO

Industrials
-196
- 2.33%
$100.62 - $117.12 $19.7K - $23K
8.22K $834K
PM
Philip Morris International Inc.

Consumer Defensive
-660
- 6.75%
$118.38 - $133.06 $78.1K - $87.8K
9.12K $1.1M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-1.69K
- 28.54%
$146.47 - $191.01 $247K - $322K
4.23K $787K
ACN
Accenture PLC

Technology
-207
- 3.16%
$343.9 - $376.86 $71.2K - $78K
6.34K $2.23M
MDT
Medtronic PLC

Healthcare
-448
- 12.12%
$79.61 - $92.24 $35.7K - $41.3K
3.25K $259K
VST
Vistra Corp.

Utilities
-816
- 15.39%
$115.74 - $166.61 $94.4K - $136K
4.49K $618K
Sharkninja Inc Com Shs
-3.78K
- 31.68%
N/A
8.14K $0
ACI
Albertsons Companies, Inc.

Consumer Defensive
-1.2K
- 2.32%
$18.01 - $19.92 $21.6K - $23.8K
50.4K $990K
SPOT
Spotify Technology S.A.

Communication Services
-362
- 9.1%
$362.95 - $502.38 $131K - $182K
3.62K $1.62M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.86K
- 6.23%
$172.07 - $207.36 $320K - $386K
28K $5.53M
Activity Summary
Buys All Purchases 59 New Holdings 17 Increased Positions 42 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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