Stack Financial Management, Inc Reduced Holdings in Q3 2024

Stack Financial Management, Inc

  • $1.09 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-101
- 0.04%
$395.15 - $467.56 $39.9K - $47.2K
243K $105M
WM
Waste Management Inc

Industrials
-674
- 0.45%
$196.96 - $223.45 $133K - $151K
149K $31M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-4.75K
- 17.9%
$33.89 - $41.64 $161K - $198K
21.8K $867K
XLE
Energy Sector Spdr

ETFs
-62
- 2.63%
$84.35 - $93.39 $5.23K - $5.79K
2.29K $201K
XLV
Select Sector Spdr Fund Health

ETFs
-106
- 6.88%
$143.3 - $157.24 $15.2K - $16.7K
1.43K $220K
XLI
Industrial Sector Spdr

ETFs
-105
- 5.2%
$120.56 - $135.44 $12.7K - $14.2K
1.91K $259K
AEP
American Electric Power CO Inc

Utilities
-1.6K
- 0.83%
$87.11 - $104.95 $140K - $168K
191K $19.6M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-583
- 0.16%
$52.04 - $64.22 $30.3K - $37.4K
367K $22.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-240
- 0.19%
$405.19 - $478.57 $97.2K - $115K
124K $57.2M
PWR
Quanta Services, Inc.

Industrials
-413
- 0.22%
$239.58 - $298.23 $98.9K - $123K
188K $56.1M
Activity Summary
Buys All Purchases 36 New Holdings 1 Increased Positions 35 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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