Perkins Coie Trust CO Purchases in Q3 2024

Perkins Coie Trust CO

  • $436 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
30.6K
+ 3362.42%
$98.91 - $134.91 $3.03M - $4.13M
31.5K $3.83M
VO
Vanguard Mid Cap ETF

ETFs
1.19K
+ 0.93%
$237.84 - $263.83 $283K - $314K
128K $33.9M
O
Realty Income Corp

Real Estate
23K
+ 142.54%
$52.36 - $63.42 $1.2M - $1.46M
39.1K $2.48M
DHI
Horton D R Inc

Consumer Cyclical
190
+ 1.12%
$135.21 - $197.06 $25.7K - $37.4K
17.1K $3.27M
META
Meta Platforms, Inc.

Communication Services
491
+ 7.7%
$453.41 - $572.44 $223K - $281K
6.87K $3.93M
CB
Chubb LTD

Financial Services
230
+ 1.25%
$252.51 - $292.2 $58.1K - $67.2K
18.6K $5.37M
DHR
Danaher Corp

Healthcare
225
+ 1.08%
$239.25 - $280.76 $53.8K - $63.2K
21.1K $5.86M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.01K
+ 0.51%
$85.48 - $98.39 $86.3K - $99.4K
199K $19.2M
FISV
Fiserv Inc

Technology
4.09K
+ 215.1%
N/A
5.99K $749K
MDT
Medtronic PLC

Healthcare
348
+ 0.9%
$76.84 - $91.03 $26.7K - $31.7K
39K $3.51M
CAT
Caterpillar Inc

Industrials
83
+ 1.32%
$316.8 - $391.12 $26.3K - $32.5K
6.36K $2.49M
UNP
Union Pacific Corp

Industrials
20
+ 0.12%
$221.78 - $256.09 $4.44K - $5.12K
17.2K $4.24M
MDLZ
Mondelez International, Inc.

Consumer Defensive
45
+ 0.12%
$64.35 - $75.71 $2.9K - $3.41K
38.8K $2.86M
JPM
Jpmorgan Chase & CO

Financial Services
222
+ 0.99%
$194.9 - $224.8 $43.3K - $49.9K
22.7K $4.77M
ECL
Ecolab Inc.

Basic Materials
37
+ 0.31%
$228.86 - $255.76 $8.47K - $9.46K
12.1K $3.1M
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 0.26%
$801.83 - $917.05 $9.62K - $11K
4.68K $4.14M
PEP
Pepsico Inc

Consumer Defensive
15
+ 0.05%
$161.9 - $179.3 $2.43K - $2.69K
31.8K $5.4M
IYW
Ishares Dj Us Tech ETF

ETFs
655
+ 1.3%
$133.16 - $158.73 $87.2K - $104K
51.2K $7.77M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
6K
New
$21.72 - $25.05 $130K - $150K
6K $146K
FCX
Freeport Mcmoran Inc

Basic Materials
1.54K
+ 3.83%
$39.52 - $51.92 $60.9K - $80.1K
41.8K $2.09M
SYF
Synchrony Financial

Financial Services
2.5K
New
$43.77 - $52.22 $109K - $131K
2.5K $124K
BPOP
Popular, Inc.

Financial Services
1K
+ 50.0%
$85.64 - $104.28 $85.6K - $104K
3K $300K
LMT
Lockheed Martin Corp

Industrials
22
+ 2.96%
$460.3 - $584.56 $10.1K - $12.9K
766 $447K
MAR
Marriott International Inc

Consumer Cyclical
118
+ 1.3%
$211.35 - $255.11 $24.9K - $30.1K
9.19K $2.28M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.16K
New
$71.45 - $75.64 $82.5K - $87.4K
1.16K $86K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
560
+ 42.11%
$117.9 - $128.2 $66K - $71.8K
1.89K $242K
VMD
Viemed Healthcare, Inc.

Healthcare
10K
New
$6.3 - $7.6 $63K - $76K
10K $73K
JNJ
Johnson & Johnson

Healthcare
65
+ 1.79%
$145.48 - $167.38 $9.46K - $10.9K
3.71K $600K
FBP
First Bancorp

Financial Services
2K
+ 25.0%
$17.74 - $21.83 $35.5K - $43.7K
10K $211K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
79
+ 16.99%
$405.19 - $478.57 $32K - $37.8K
544 $250K
VIG
Vanguard Dividend Appreciation

ETFs
314
+ 15.21%
$182.15 - $182.15 $57.2K - $57.2K
2.38K $433K
NVGS
Navigator Holdings Ltd.

Energy
4K
+ 66.67%
$15.05 - $18.04 $60.2K - $72.2K
10K $160K
OKE
Oneok Inc

Energy
500
+ 50.0%
$78.62 - $95.27 $39.3K - $47.6K
1.5K $136K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
512
New
$87.56 - $95.49 $44.8K - $48.9K
512 $48K
UPS
United Parcel Service Inc

Industrials
424
+ 2.12%
$123.32 - $147.38 $52.3K - $62.5K
20.4K $2.79M
PLD
Prologis, Inc.

Real Estate
106
+ 4.87%
$111.95 - $132.43 $11.9K - $14K
2.28K $288K
WMT
Walmart Inc.

Consumer Defensive
265
+ 20.17%
$66.91 - $81.4 $17.7K - $21.6K
1.58K $127K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
568
New
$60.13 - $68.17 $34.2K - $38.7K
568 $38K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
740
New
$46.17 - $51.13 $34.2K - $37.8K
740 $37K
BBSI
Barrett Business Services Inc

Industrials
400
+ 11.11%
$32.13 - $37.64 $12.9K - $15.1K
4K $150K
LLY
Eli Lilly & CO

Healthcare
156
+ 2.71%
$772.14 - $960.02 $120K - $150K
5.91K $5.24M
PANW
Palo Alto Networks Inc

Technology
37
+ 0.91%
$294.18 - $368.01 $10.9K - $13.6K
4.08K $1.4M
VZ
Verizon Communications Inc

Communication Services
369
+ 21.13%
$38.89 - $45.0 $14.4K - $16.6K
2.12K $94K
RF
Regions Financial Corp

Financial Services
871
New
$19.51 - $23.42 $17K - $20.4K
871 $20K
DAIO
Data I/O Corp

Technology
9.1K
+ 44.39%
$2.31 - $2.84 $21K - $25.8K
29.6K $76K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
112
New
$143.74 - $174.11 $16.1K - $19.5K
112 $18K
TSLA
Tesla, Inc.

Consumer Cyclical
40
+ 53.33%
$191.76 - $263.26 $7.67K - $10.5K
115 $30K
VXF
Vanguard Extended Market ETF

ETFs
86
New
$163.98 - $182.92 $14.1K - $15.7K
86 $15K
GIS
General Mills Inc

Consumer Defensive
137
+ 34.08%
$62.5 - $75.15 $8.56K - $10.3K
539 $39K
Activity Summary
Buys All Purchases 80 New Holdings 14 Increased Positions 66 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Perkins Coie Trust CO Portfolio

Follow Perkins Coie Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perkins Coie Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Perkins Coie Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email