Simon Quick Advisors, LLC Purchases in Q3 2024

Simon Quick Advisors, LLC

  • $1.57 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DHI
Horton D R Inc

Consumer Cyclical
1.32K
New
$135.21 - $197.06 $178K - $260K
1.32K $251K
SYK
Stryker Corp

Healthcare
599
+ 39.18%
$315.94 - $371.96 $189K - $223K
2.13K $768K
CARR
Carrier Global Corp

Industrials
3.07K
New
$61.9 - $80.88 $190K - $248K
3.07K $246K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.37K
New
$138.85 - $182.81 $191K - $251K
1.37K $243K
DASH
Door Dash, Inc.

Communication Services
1.69K
New
$100.28 - $143.99 $170K - $243K
1.69K $241K
KAI
Kadant Inc

Industrials
715
New
$290.3 - $356.64 $208K - $255K
715 $241K
PEP
Pepsico Inc

Consumer Defensive
1.23K
+ 20.97%
$161.9 - $179.3 $200K - $221K
7.11K $1.21M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.29K
New
$156.14 - $187.2 $201K - $241K
1.29K $237K
CAT
Caterpillar Inc

Industrials
419
+ 32.91%
$316.8 - $391.12 $133K - $164K
1.69K $661K
CTAS
Cintas Corp

Industrials
1.15K
New
$201.38 - $819.83 $232K - $943K
1.15K $236K
ADP
Automatic Data Processing Inc

Industrials
167
+ 3.47%
$233.44 - $279.45 $39K - $46.7K
4.99K $1.38M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.98K
New
$101.72 - $112.94 $201K - $223K
1.98K $223K
SPGI
S&P Global Inc.

Financial Services
189
+ 11.0%
$446.32 - $527.38 $84.4K - $99.7K
1.91K $985K
AMP
Ameriprise Financial Inc

Financial Services
467
New
$391.53 - $469.81 $183K - $219K
467 $219K
SBUX
Starbucks Corp

Consumer Cyclical
1.6K
+ 51.28%
$72.51 - $98.6 $116K - $157K
4.71K $459K
KMB
Kimberly Clark Corp

Consumer Defensive
1.52K
New
$135.05 - $148.35 $206K - $226K
1.52K $216K
DGRO
Ishares Core Dividend Growth E

ETFs
3.44K
New
$57.47 - $62.76 $198K - $216K
3.44K $215K
INFY
Infosys LTD

Technology
9.64K
New
$18.76 - $23.28 $181K - $224K
9.64K $214K
O
Realty Income Corp

Real Estate
3.36K
New
$52.36 - $63.42 $176K - $213K
3.36K $213K
RACE
Ferrari N.V.

Consumer Cyclical
453
New
$405.92 - $496.79 $184K - $225K
453 $212K
NOC
Northrop Grumman Corp

Industrials
258
+ 30.97%
$423.73 - $533.14 $109K - $138K
1.09K $575K
ASML
Asml Holding Nv

Technology
460
+ 50.94%
$749.82 - $1098.95 $345K - $506K
1.36K $1.14M
NEM
Newmont Corp

Basic Materials
3.98K
New
$41.65 - $55.85 $166K - $222K
3.98K $212K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.13K
New
$46.9 - $51.96 $194K - $215K
4.13K $212K
FICO
Fair Isaac Corp

Technology
108
New
$1496.51 - $1947.38 $162K - $210K
108 $210K
UBER
Uber Technologies, Inc

Technology
2.12K
+ 10.83%
$58.48 - $77.47 $124K - $164K
21.6K $1.63M
T
At&T Inc.

Communication Services
4.23K
+ 10.74%
$18.21 - $22.28 $77K - $94.2K
43.6K $959K
RBLX
Roblox Corp

Communication Services
4.7K
New
$36.18 - $47.64 $170K - $224K
4.7K $207K
GLW
Corning Inc

Technology
4.56K
New
$37.76 - $46.2 $172K - $210K
4.56K $205K
DEI
Douglas Emmett Inc

Real Estate
577
+ 1.27%
$13.22 - $17.58 $7.63K - $10.1K
46.2K $811K
MRVL
Marvell Technology, Inc.

Technology
2.86K
New
$56.15 - $76.24 $160K - $218K
2.86K $205K
TFC
Truist Financial Corp

Financial Services
4.77K
New
$38.22 - $44.94 $182K - $214K
4.77K $203K
MAR
Marriott International Inc

Consumer Cyclical
820
New
$211.35 - $255.11 $173K - $209K
820 $203K
CINF
Cincinnati Financial Corp

Financial Services
1.49K
New
$115.7 - $138.2 $172K - $206K
1.49K $202K
KMI
Kinder Morgan, Inc.

Energy
9.09K
New
$19.72 - $22.22 $179K - $202K
9.09K $200K
CACI
Caci International Inc

Technology
465
New
$427.76 - $427.76 $199K - $199K
465 $198K
TXN
Texas Instruments Inc

Technology
1.01K
+ 24.23%
$194.6 - $194.6 $197K - $197K
5.19K $1.01M
BX
Blackstone Inc.

Financial Services
387
+ 8.4%
$120.77 - $159.66 $46.7K - $61.8K
5K $764K
LMT
Lockheed Martin Corp

Industrials
178
+ 23.18%
$460.3 - $584.56 $81.9K - $104K
946 $552K
ITW
Illinois Tool Works Inc

Industrials
583
+ 36.57%
$233.14 - $263.97 $136K - $154K
2.18K $570K
EOG
Eog Resources Inc

Energy
1.53K
+ 58.69%
$117.9 - $132.65 $180K - $203K
4.13K $507K
GILD
Gilead Sciences, Inc.

Healthcare
1.52K
+ 44.72%
$66.59 - $83.99 $101K - $127K
4.91K $411K
MIR
Mirion Technologies, Inc.

Industrials
16.1K
New
$9.45 - $11.78 $152K - $189K
16.1K $177K
AXP
American Express CO

Financial Services
341
+ 16.08%
$225.92 - $271.17 $77K - $92.5K
2.46K $667K
EFA
Ishares Tr Msci Eafe ETF

ETFs
937
+ 5.17%
$75.32 - $84.37 $70.6K - $79.1K
19K $1.59M
CMCSA
Comcast Corp

Communication Services
3K
+ 17.09%
$37.33 - $41.78 $112K - $125K
20.5K $857K
SHW
Sherwin Williams CO

Basic Materials
197
+ 17.76%
$294.65 - $384.0 $58K - $75.6K
1.31K $498K
UNP
Union Pacific Corp

Industrials
444
+ 15.61%
$221.78 - $256.09 $98.5K - $114K
3.29K $809K
ET
Energy Transfer LP

Energy
10.2K
New
$15.43 - $16.44 $157K - $167K
10.2K $163K
Activity Summary
Buys All Purchases 325 New Holdings 67 Increased Positions 258 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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