Palisades Hudson Asset Management, L.P. Closed Holding Positions

Palisades Hudson Asset Management, L.P.

  • $237 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CMCSA
Comcast Corp

Communication Services
Q2 2022 Filed on Aug 10, 2022
5,142
$37.91 - $48.11 $195K - $247K
JPM
Jpmorgan Chase & CO

Financial Services
Q2 2022 Filed on Aug 10, 2022
1,821
$112.61 - $135.91 $205K - $247K
INTC
Intel Corp

Technology
Q2 2022 Filed on Aug 10, 2022
5,932
$36.97 - $49.2 $219K - $292K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2022 Filed on Aug 10, 2022
1,945
$99.2 - $114.57 $193K - $223K
LOB
Live Oak Bancshares, Inc.

Financial Services
Q2 2022 Filed on Aug 10, 2022
5,415
$32.85 - $52.52 $178K - $284K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q1 2022 Filed on Apr 27, 2022
5,422
$34.8 - $42.7 $189K - $232K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q1 2022 Filed on Apr 27, 2022
682
N/A
GLOB
Globant S.A.

Technology
Q1 2022 Filed on Apr 27, 2022
1,090
$219.34 - $302.69 $239K - $330K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 27, 2022
4,692
$36.55 - $53.9 $171K - $253K
PPG
Ppg Industries Inc

Basic Materials
Q1 2022 Filed on Apr 27, 2022
1,400
$114.5 - $173.1 $160K - $242K
I Shares Gold Trust
Q4 2021 Filed on Feb 03, 2022
102,096
N/A
MO
Altria Group, Inc.

Consumer Defensive
Q1 2021 Filed on May 10, 2021
5,387
$40.76 - $52.5 $220K - $283K
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2021 Filed on May 10, 2021
2,531
$79.06 - $90.99 $200K - $230K
IXC
Ishares Tr Global Energy ETF

ETFs
Q4 2020 Filed on Jan 29, 2021
56,405
$15.08 - $22.37 $851K - $1.26M
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2020 Filed on Nov 09, 2020
2,960
$62.1 - $78.08 $184K - $231K
BP
Bp PLC

Energy
Q2 2020 Filed on Aug 13, 2020
8,299
$21.64 - $28.38 $180K - $236K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2020 Filed on May 07, 2020
8,098
$35.86 - $54.78 $290K - $444K
PRU
Prudential Financial Inc

Financial Services
Q1 2020 Filed on May 07, 2020
3,120
$39.22 - $97.1 $122K - $303K
I Shares
Q1 2020 Filed on May 07, 2020
121,560
N/A
IEMG
Ishares Inc

ETFs
Q1 2020 Filed on May 07, 2020
11,587
$36.22 - $55.44 $420K - $642K
Dow Du Pont Inc
Q2 2019 Filed on Jul 30, 2019
4,168
N/A
AEP
American Electric Power CO Inc

Utilities
Q2 2019 Filed on Jul 30, 2019
2,708
$82.62 - $91.55 $224K - $248K
At&T Inc
Q2 2019 Filed on Jul 30, 2019
2
N/A
MMM
3 M CO

Industrials
Q2 2019 Filed on Jul 30, 2019
1,247
$159.75 - $219.5 $199K - $274K
CL
Colgate Palmolive CO

Consumer Defensive
Q2 2019 Filed on Jul 30, 2019
104,314
$67.55 - $73.99 $7.05M - $7.72M
F
Ford Motor CO

Consumer Cyclical
Q2 2019 Filed on Jul 30, 2019
11,400
$8.98 - $10.45 $102K - $119K
Twenty First Centy Fox Inc
Q1 2019 Filed on Apr 23, 2019
5,130
N/A
CBSH
Commerce Bancshares Inc

Financial Services
Q1 2019 Filed on Apr 23, 2019
4,019
$50.9 - $57.61 $205K - $232K
Berkshire Hathaway Inc Del
Q1 2019 Filed on Apr 23, 2019
1,275
N/A
WFC
Wells Fargo & Company

Financial Services
Q1 2019 Filed on Apr 23, 2019
5,207
$46.57 - $51.73 $242K - $269K
Total Sys Svcs Inc
Q1 2019 Filed on Apr 23, 2019
2,858
N/A
PGR
Progressive Corp

Financial Services
Q1 2019 Filed on Apr 23, 2019
3,973
$58.23 - $73.61 $231K - $292K
BR
Broadridge Financial Solutions, Inc.

Technology
Q1 2019 Filed on Apr 23, 2019
2,351
$93.65 - $104.35 $220K - $245K
KMB
Kimberly Clark Corp

Consumer Defensive
Q1 2019 Filed on Apr 23, 2019
2,385
$107.87 - $123.9 $257K - $296K
IBM
International Business Machines Corp

Technology
Q4 2018 Filed on Feb 04, 2019
1,769
$102.84 - $146.99 $182K - $260K
National Oilwell Varco Inc
Q4 2018 Filed on Feb 04, 2019
5,304
N/A
General Electric CO
Q3 2018 Filed on Nov 08, 2018
10,146
N/A
Xl Group LTD
Q3 2018 Filed on Nov 08, 2018
4,140
N/A
Time Warner Inc
Q2 2018 Filed on Aug 14, 2018
6,450
N/A
NEE
Nextera Energy Inc

Utilities
Q2 2018 Filed on Aug 14, 2018
1,629
$38.85 - $42.02 $63.3K - $68.5K
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