Sand Hill Global Advisors, LLC Closed Holding Positions

Sand Hill Global Advisors, LLC

  • $2.37 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XLE
Energy Sector Spdr

ETFs
Q2 2022 Filed on Aug 15, 2022
5,158
$70.66 - $92.28 $364K - $476K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
4,585
$41.5 - $56.57 $190K - $259K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q2 2022 Filed on Aug 15, 2022
4,358
$43.46 - $52.84 $189K - $230K
COIN
Coinbase Global, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
15,852
$47.02 - $191.65 $745K - $3.04M
SNAP
Snap Inc

Communication Services
Q2 2022 Filed on Aug 15, 2022
8,301
$11.91 - $39.34 $98.9K - $327K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
1,854
$57.51 - $145.19 $107K - $269K
XYL
Xylem Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
5,168
$72.91 - $90.3 $377K - $467K
SO
Southern CO

Utilities
Q2 2022 Filed on Aug 15, 2022
10,066
$65.39 - $76.51 $658K - $770K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
5,000
$62.81 - $75.35 $314K - $377K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
25,653
$69.84 - $121.86 $1.79M - $3.13M
MAR
Marriott International Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
3,013
$133.06 - $190.3 $401K - $573K
DJCO
Daily Journal Corp

Technology
Q1 2022 Filed on May 13, 2022
613
$292.01 - $389.9 $179K - $239K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2022 Filed on May 13, 2022
2,761
$68.33 - $84.32 $189K - $233K
CMCSA
Comcast Corp

Communication Services
Q1 2022 Filed on May 13, 2022
4,809
$44.97 - $51.68 $216K - $249K
SIVB
Svb Financial Group

Financial Services
Q1 2022 Filed on May 13, 2022
344
$494.35 - $737.77 $170K - $254K
FDN
First Tr Fd Dow Jones

ETFs
Q1 2022 Filed on May 13, 2022
1,102
$162.73 - $226.47 $179K - $250K
OKTA
Okta, Inc.

Technology
Q1 2022 Filed on May 13, 2022
1,350
$138.11 - $222.66 $186K - $301K
PWFL
Power Fleet, Inc.

Technology
Q1 2022 Filed on May 13, 2022
106,780
$2.85 - $5.01 $304K - $535K
ETSY
Etsy Inc

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
1,550
$116.51 - $209.93 $181K - $325K
AFRM
Affirm Holdings, Inc.

Technology
Q1 2022 Filed on May 13, 2022
51,840
$26.22 - $95.21 $1.36M - $4.94M
ONCT
Oncternal Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
10,000
$2.27 - $4.39 $22.7K - $43.9K
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
32,785
$64.88 - $73.64 $2.13M - $2.41M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
Q4 2021 Filed on Feb 11, 2022
2,319
$35.32 - $39.44 $81.9K - $91.5K
BAC
Bank Of America Corp

Financial Services
Q3 2021 Filed on Nov 15, 2021
6,049
$36.93 - $43.26 $223K - $262K
General Electric CO
Q3 2021 Filed on Nov 15, 2021
317,108
N/A
FIS
Fidelity National Information Services, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
23,094
$121.38 - $150.86 $2.8M - $3.48M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
1,134
$145.08 - $221.87 $165K - $252K
PD
Pager Duty, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
4,754
$38.08 - $47.49 $181K - $226K
NEE
Nextera Energy Inc

Utilities
Q3 2021 Filed on Nov 15, 2021
3,643
$74.19 - $86.48 $270K - $315K
CHTR
Charter Communications, Inc.

Communication Services
Q3 2021 Filed on Nov 15, 2021
289
$701.37 - $821.01 $203K - $237K
MS
Morgan Stanley

Financial Services
Q3 2021 Filed on Nov 15, 2021
2,346
$87.64 - $105.45 $206K - $247K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q2 2021 Filed on Aug 13, 2021
2,232
$94.6 - $100.85 $211K - $225K
ROKU
Roku, Inc

Communication Services
Q2 2021 Filed on Aug 13, 2021
1,325
$284.18 - $459.25 $377K - $609K
Spirit Rlty Cap Inc New
Q2 2021 Filed on Aug 13, 2021
18,000
N/A
CLX
Clorox CO

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
1,194
$172.46 - $195.89 $206K - $234K
CRSP
Crispr Therapeutics Ag

Healthcare
Q2 2021 Filed on Aug 13, 2021
4,898
$100.84 - $161.89 $494K - $793K
HPE
Hewlett Packard Enterprise CO

Technology
Q1 2021 Filed on May 13, 2021
10,195
$11.57 - $16.05 $118K - $164K
Raytheon Technologies Corp
Q1 2021 Filed on May 13, 2021
2,841
N/A
MDB
Mongo Db, Inc.

Technology
Q1 2021 Filed on May 13, 2021
2,550
$258.5 - $422.85 $659K - $1.08M
BFB
Brown Forman Corp Cl B
Q1 2021 Filed on May 13, 2021
13,484
N/A
VCYT
Veracyte, Inc.

Healthcare
Q1 2021 Filed on May 13, 2021
4,936
$44.47 - $81.38 $220K - $402K
T
At&T Inc.

Communication Services
Q1 2021 Filed on May 13, 2021
166,318
$21.06 - $23.21 $3.5M - $3.86M
IDV
Ishares Tr

ETFs
Q4 2020 Filed on Feb 11, 2021
8,473
$24.08 - $29.73 $204K - $252K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
9,483
$82.55 - $83.1 $783K - $788K
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
9,738
$73.03 - $79.47 $711K - $774K
VT
Vanguard Total World Stk Index

ETFs
Q3 2020 Filed on Nov 10, 2020
2,939
$75.3 - $85.07 $221K - $250K
Trillium Therapeutics Inc
Q3 2020 Filed on Nov 10, 2020
11,990
N/A
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q3 2020 Filed on Nov 10, 2020
63,461
$30.77 - $31.23 $1.95M - $1.98M
HARP
Harpoon Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Nov 10, 2020
23,042
$11.01 - $18.52 $254K - $427K
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