Roof Eidam & Maycock Purchases and Sells in Q1 2024

Roof Eidam & Maycock

$360 Million
Q1 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	135K + 26.18%	$46.21 - $50.27 $6.25M - $6.8M	652K $32.7M
VUG	1.77K + 3.9%	$301.05 - $346.61 $533K - $613K	47.2K $16.2M
VB	2.13K + 2.6%	$204.0 - $228.59 $435K - $487K	84.2K $19.2M
VIG	1.72K + 1.49%	$168.47 - $182.98 $290K - $315K	117K $21.4M
IVV	917 + 4.48%	$469.56 - $525.73 $431K - $482K	21.4K $11.2M
NVDA	163 + 6.3%	$475.69 - $950.02 $77.5K - $155K	2.75K $2.49M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRM	1.08K New	$251.12 - $316.88 $271K - $342K	1.08K $324K
BX	2.06K New	$116.98 - $131.66 $240K - $271K	2.06K $269K
LEN	1.49K New	$145.07 - $171.98 $216K - $256K	1.49K $256K
SMCI	240 New	$280.64 - $1188.07 $67.4K - $285K	240 $242K
VTV	1.3K New	$147.46 - $162.86 $192K - $212K	1.3K $211K
DSI	2.05K New	$89.27 - $100.81 $183K - $207K	2.05K $206K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-4.76K - 6.92%	$169.0 - $195.18 $804K - $929K	64K $11M
UNH	-540 - 12.03%	$472.6 - $545.42 $255K - $295K	3.95K $1.95M
NSC	-1.26K - 38.37%	$226.14 - $263.13 $285K - $332K	2.03K $516K
SBUX	-1.8K - 36.64%	$90.12 - $97.3 $162K - $175K	3.11K $284K
TSLA	-60 - 2.5%	$162.5 - $248.42 $9.75K - $14.9K	2.34K $410K
CSX	-5.9K - 26.54%	$34.39 - $38.38 $203K - $227K	16.3K $605K

Activity Summary All Purchases 54 New Holdings 10 Increased Positions 44 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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