Puzo Michael J Closed Holding Positions

Puzo Michael J

  • $375 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Kerry Group PLC
Q2 2022 Filed on Jul 19, 2022
1,800
N/A
MMM
3 M CO

Industrials
Q1 2022 Filed on May 17, 2022
3,008
$140.96 - $181.02 $424K - $545K
AMT
American Tower Corp

Real Estate
Q1 2022 Filed on May 17, 2022
800
$226.87 - $286.38 $181K - $229K
EFX
Equifax Inc

Industrials
Q1 2022 Filed on May 17, 2022
750
$208.16 - $285.61 $156K - $214K
Xilinx
Q1 2022 Filed on May 17, 2022
54,798
N/A
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 17, 2022
15,600
$44.64 - $55.71 $696K - $869K
FIS
Fidelity National Information Services, Inc.

Technology
Q3 2021 Filed on Nov 10, 2021
1,590
$121.38 - $150.86 $193K - $240K
ORCL
Oracle Corp

Technology
Q2 2021 Filed on Aug 09, 2021
3,300
$71.81 - $84.61 $237K - $279K
ORA
Ormat Technologies, Inc.

Utilities
Q1 2021 Filed on May 17, 2021
2,300
$74.16 - $126.02 $171K - $290K
CB
Chubb LTD

Financial Services
Q1 2021 Filed on May 17, 2021
2,450
$145.1 - $175.05 $355K - $429K
OTIS
Otis Worldwide Corp

Industrials
Q3 2020 Filed on Oct 28, 2020
4,040
$55.78 - $65.34 $225K - $264K
MKTX
Marketaxess Holdings Inc

Financial Services
Q3 2020 Filed on Oct 28, 2020
400
$438.66 - $548.61 $175K - $219K
United Technologies
Q2 2020 Filed on Jul 28, 2020
60,085
N/A
FTV
Fortive Corp

Technology
Q2 2020 Filed on Jul 28, 2020
15,368
$45.42 - $59.09 $698K - $908K
STT
State Street Corp

Financial Services
Q1 2020 Filed on May 07, 2020
3,900
$43.21 - $82.92 $169K - $323K
IPGP
Ipg Photonics Corp

Technology
Q1 2020 Filed on May 07, 2020
6,217
$105.36 - $149.97 $655K - $932K
FDS
Factset Research Systems Inc

Financial Services
Q1 2020 Filed on May 07, 2020
750
$204.55 - $308.66 $153K - $231K
General Electric
Q4 2019 Filed on Jan 15, 2020
10,398
N/A
PBA
Pembina Pipeline Corp

Energy
Q4 2019 Filed on Jan 15, 2020
5,650
$34.27 - $37.37 $194K - $211K
ALC
Alcon Inc

Healthcare
Q3 2019 Filed on Nov 06, 2019
9,187
$58.2 - $62.42 $535K - $573K
Celgene Corp
Q3 2019 Filed on Nov 06, 2019
2,324
N/A
HP
Helmerich & Payne, Inc.

Energy
Q3 2019 Filed on Nov 06, 2019
4,850
$36.36 - $52.15 $176K - $253K
SJM
J M Smucker CO

Consumer Defensive
Q3 2019 Filed on Nov 06, 2019
1,810
$102.83 - $119.73 $186K - $217K
NSC
Norfolk Southern Corp

Industrials
Q2 2019 Filed on Jul 24, 2019
1,125
$190.77 - $206.7 $215K - $233K
Dowdupont Inc
Q2 2019 Filed on Jul 24, 2019
5,951
N/A
SLB
Schlumberger Limited

Energy
Q1 2019 Filed on May 01, 2019
9,739
$37.2 - $45.9 $362K - $447K
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2019 Filed on May 01, 2019
5,500
N/A
QCOM
Qualcomm Inc

Technology
Q4 2018 Filed on Jan 24, 2019
6,475
$53.65 - $73.35 $347K - $475K
Bank Of The Ozarks
Q3 2018 Filed on Oct 15, 2018
66,430
N/A
NXPI
Nxp Semiconductors N.V.

Technology
Q2 2018 Filed on Jul 30, 2018
1,725
$92.36 - $120.17 $159K - $207K
ETN
Eaton Corp PLC

Industrials
Q2 2018 Filed on Jul 30, 2018
3,400
$72.82 - $80.81 $248K - $275K
Universal Forest Products
Q4 2017 Filed on Feb 02, 2018
2,400
N/A
COST
Costco Wholesale Corp

Consumer Defensive
Q4 2017 Filed on Feb 02, 2018
1,260
$154.61 - $192.73 $195K - $243K
ANSS
Ansys Inc

Technology
Q4 2017 Filed on Feb 02, 2018
1,750
$123.78 - $153.4 $217K - $268K
LECO
Lincoln Electric Holdings Inc

Industrials
Q4 2017 Filed on Feb 02, 2018
2,200
$85.88 - $98.68 $189K - $217K
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