Sterling Investment Management, LLC Sells in Q4 2024

Sterling Investment Management, LLC

  • $122 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-25.4K
- 25.65%
$91.29 - $91.8 $2.32M - $2.33M
73.6K $6.73M
XOM
Exxon Mobil Corp

Energy
-13.9K
- 63.87%
$105.51 - $125.37 $1.46M - $1.74M
7.84K $842K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-17.9K
- 33.65%
$44.04 - $49.49 $787K - $884K
35.2K $1.55M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-237
- 0.9%
$82.28 - $117.52 $19.5K - $27.9K
26.1K $2.22M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-64
- 1.38%
$501.29 - $612.85 $32.1K - $39.2K
4.58K $2.38M
AVB
Avalonbay Communities Inc

Real Estate
-1.6K
- 17.67%
$216.28 - $237.81 $345K - $380K
7.44K $1.64M
UNH
Unitedhealth Group Inc

Healthcare
-54
- 1.23%
$485.52 - $625.25 $26.2K - $33.8K
4.33K $2.19M
ABBV
Abb Vie Inc.

Healthcare
-212
- 1.41%
$164.99 - $203.87 $35K - $43.2K
14.8K $2.63M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-9.82K
- 50.45%
$26.63 - $30.23 $262K - $297K
9.65K $256K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-110
- 0.32%
$442.29 - $483.08 $48.7K - $53.1K
34.4K $15.6M
DHR
Danaher Corp

Healthcare
-99
- 2.21%
$226.16 - $274.52 $22.4K - $27.2K
4.39K $1.01M
CMCSA
Comcast Corp

Communication Services
-735
- 1.73%
$37.39 - $45.14 $27.5K - $33.2K
41.9K $1.57M
OXY
Occidental Petroleum Corp

Energy
-1.1K
- 1.69%
$45.36 - $55.91 $49.9K - $61.4K
64.1K $3.16M
INDA
Ishares Msci India Index Fund

ETFs
-410
- 1.65%
$52.64 - $58.16 $21.6K - $23.8K
24.4K $1.29M
SPGI
S&P Global Inc.

Financial Services
-70
- 1.28%
$480.36 - $529.17 $33.6K - $37K
5.38K $2.68M
QCOM
Qualcomm Inc

Technology
-116
- 1.62%
$150.4 - $178.04 $17.4K - $20.7K
7.04K $1.08M
MSFT
Microsoft Corp

Technology
-119
- 1.27%
$406.35 - $454.46 $48.4K - $54.1K
9.24K $3.9M
XLV
Select Sector Spdr Fund Health

ETFs
-261
- 9.66%
$136.28 - $154.74 $35.6K - $40.4K
2.44K $335K
XLF
Financial Sector Spdr

ETFs
-2.11K
- 21.51%
$44.89 - $51.34 $94.6K - $108K
7.69K $371K
XLK
Technology Sector Spdr

ETFs
-407
- 9.53%
$220.26 - $241.44 $89.6K - $98.3K
3.86K $897K
XLY
Select Sector Spdr Consumer Di

ETFs
-454
- 26.47%
$194.8 - $239.43 $88.4K - $109K
1.26K $282K
WM
Waste Management Inc

Industrials
-76
- 1.15%
$201.79 - $228.46 $15.3K - $17.4K
6.55K $1.32M
XLC
Select Sector Spdr Tr Communic

ETFs
-773
- 22.92%
$89.66 - $102.16 $69.3K - $79K
2.6K $251K
XLI
Industrial Sector Spdr

ETFs
-255
- 11.17%
$131.76 - $143.99 $33.6K - $36.7K
2.03K $267K
MCO
Moodys Corp

Financial Services
-67
- 1.24%
$454.04 - $500.88 $30.4K - $33.6K
5.34K $2.53M
CVX
Chevron Corp

Energy
-102
- 1.62%
$141.15 - $162.53 $14.4K - $16.6K
6.21K $899K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-367
- 1.42%
$34.25 - $37.94 $12.6K - $13.9K
25.4K $924K
RSG
Republic Services, Inc.

Industrials
-89
- 1.41%
$198.0 - $218.75 $17.6K - $19.5K
6.24K $1.26M
Canadian Pacific Kansas City Com
-782
- 1.54%
N/A
49.8K $0
NVDA
Nvidia Corp

Technology
-200
- 7.09%
$117.0 - $148.88 $23.4K - $29.8K
2.62K $352K
CCJ
Cameco Corp

Energy
-729
- 1.55%
$48.64 - $61.14 $35.5K - $44.6K
46.3K $2.38M
WFC
Wells Fargo & Company

Financial Services
-201
- 1.26%
$54.98 - $77.35 $11.1K - $15.5K
15.8K $1.11M
AAPL
Apple Inc.

Technology
-346
- 2.05%
$221.69 - $259.02 $76.7K - $89.6K
16.5K $4.14M
WMT
Walmart Inc.

Consumer Defensive
-440
- 1.37%
$79.1 - $95.7 $34.8K - $42.1K
31.7K $2.87M
GS
Goldman Sachs Group Inc

Financial Services
-53
- 1.23%
$486.1 - $608.57 $25.8K - $32.3K
4.27K $2.44M
V
Visa Inc.

Financial Services
-128
- 1.13%
$273.87 - $320.91 $35.1K - $41.1K
11.2K $3.54M
GOOG
Alphabet Inc.

Communication Services
-255
- 0.99%
$163.08 - $198.16 $41.6K - $50.5K
25.6K $4.88M
Activity Summary
Buys All Purchases 14 New Holdings 5 Increased Positions 9 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sterling Investment Management, LLC Portfolio

Follow Sterling Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email