Stonegate Investment Group, LLC Purchases in Q3 2024

Stonegate Investment Group, LLC

  • $3.67 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
402K
+ 1174.9%
$123.32 - $147.38 $49.6M - $59.2M
436K $59.4M
NKE
Nike, Inc.

Consumer Cyclical
554K
+ 4792.18%
$71.09 - $89.44 $39.4M - $49.6M
566K $50M
WMT
Walmart Inc.

Consumer Defensive
25.6K
+ 1.28%
$66.91 - $81.4 $1.71M - $2.08M
2.02M $163M
AMD
Advanced Micro Devices Inc

Technology
139K
+ 60.87%
$128.67 - $183.96 $17.9M - $25.6M
367K $60.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.92K
+ 1.36%
$405.19 - $478.57 $1.59M - $1.88M
292K $134M
HD
Home Depot, Inc.

Consumer Cyclical
4.35K
+ 1.73%
$333.64 - $405.2 $1.45M - $1.76M
255K $103M
LMT
Lockheed Martin Corp

Industrials
1.85K
+ 1.79%
$460.3 - $584.56 $850K - $1.08M
105K $61.2M
AVGO
Broadcom Inc.

Technology
149K
+ 1448.23%
$136.27 - $1745.86 $20.3M - $260M
159K $27.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
14.3K
+ 2.97%
$57.22 - $80.08 $818K - $1.15M
496K $38.7M
CSCO
Cisco Systems, Inc.

Technology
37.8K
+ 2.54%
$44.74 - $53.22 $1.69M - $2.01M
1.53M $81.3M
MMM
3 M CO

Industrials
13.5K
+ 5.63%
$99.69 - $139.42 $1.34M - $1.88M
253K $34.6M
JNJ
Johnson & Johnson

Healthcare
3.44K
+ 0.64%
$145.48 - $167.38 $500K - $575K
541K $87.6M
DHR
Danaher Corp

Healthcare
10.3K
+ 4.9%
$239.25 - $280.76 $2.46M - $2.89M
220K $61.3M
PLD
Prologis, Inc.

Real Estate
7.77K
+ 1.4%
$111.95 - $132.43 $869K - $1.03M
564K $71.2M
JPM
Jpmorgan Chase & CO

Financial Services
9.67K
+ 1.34%
$194.9 - $224.8 $1.88M - $2.17M
730K $154M
MS
Morgan Stanley

Financial Services
64.3K
+ 185.59%
$92.07 - $106.96 $5.92M - $6.87M
98.9K $10.3M
DE
Deere & CO

Industrials
4.24K
+ 3.86%
$344.84 - $418.0 $1.46M - $1.77M
114K $47.6M
V
Visa Inc.

Financial Services
8.38K
+ 2.5%
$253.74 - $291.56 $2.13M - $2.44M
343K $94.4M
TT
Trane Technologies PLC

Industrials
13.7K
New
$314.21 - $388.71 $4.32M - $5.34M
13.7K $5.34M
TJX
Tjx Companies Inc

Consumer Cyclical
11.5K
+ 2.57%
$107.93 - $120.23 $1.24M - $1.38M
458K $53.9M
XOM
Exxon Mobil Corp

Energy
20.8K
+ 2.06%
$109.72 - $119.0 $2.28M - $2.47M
1.03M $120M
IVV
Ishares Core S&P 500 ETF

ETFs
1.33K
+ 1.2%
$520.18 - $576.82 $692K - $768K
112K $64.9M
PG
Procter & Gamble CO

Consumer Defensive
5.4K
+ 1.47%
$160.76 - $177.82 $868K - $960K
372K $64.4M
VV
Vanguard Large Cap ETF

ETFs
12.7K
+ 46.78%
$236.92 - $263.4 $3.02M - $3.36M
40K $10.5M
AMGN
Amgen Inc

Healthcare
3.22K
+ 1.26%
$309.38 - $337.38 $995K - $1.09M
259K $83.3M
KO
Coca Cola CO

Consumer Defensive
2.09K
+ 0.89%
$62.69 - $73.01 $131K - $152K
235K $16.9M
MCD
Mcdonalds Corp

Consumer Cyclical
637
+ 1.7%
$245.82 - $304.51 $157K - $194K
38.2K $11.6M
VTV
Vanguard Value ETF

ETFs
9.12K
+ 109.97%
$159.75 - $174.57 $1.46M - $1.59M
17.4K $3.04M
NEE
Nextera Energy Inc

Utilities
911
+ 0.8%
$69.9 - $84.97 $63.7K - $77.4K
115K $9.75M
VUG
Vanguard Growth ETF

ETFs
4.12K
+ 92.35%
$341.08 - $391.94 $1.4M - $1.61M
8.58K $3.29M
MAA
Mid America Apartment Communities Inc.

Real Estate
613
+ 0.67%
$138.8 - $166.65 $85.1K - $102K
92.3K $14.7M
SBUX
Starbucks Corp

Consumer Cyclical
1.91K
+ 2.75%
$72.51 - $98.6 $139K - $188K
71.4K $6.96M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.84K
+ 37.27%
$531.86 - $624.21 $978K - $1.15M
6.77K $4.19M
VRT
Vertiv Holdings CO

Industrials
16.8K
New
$86.66 - $86.66 $1.45M - $1.45M
16.8K $1.45M
WDAY
Workday, Inc.

Technology
3.79K
+ 22.15%
$207.75 - $264.68 $787K - $1M
20.9K $5.11M
VO
Vanguard Mid Cap ETF

ETFs
3.85K
+ 68.13%
$237.84 - $263.83 $915K - $1.01M
9.49K $2.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
285
+ 0.81%
$475.2 - $527.7 $135K - $150K
35.7K $18.8M
ABBV
Abb Vie Inc.

Healthcare
857
+ 2.61%
$163.84 - $199.33 $140K - $171K
33.7K $6.65M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.41K
+ 60.02%
$105.53 - $118.34 $781K - $876K
19.7K $2.31M
MA
Mastercard Inc

Financial Services
329
+ 2.11%
$429.6 - $500.99 $141K - $165K
15.9K $7.85M
BLK
Black Rock Inc.

Financial Services
13
+ 0.24%
$782.27 - $949.51 $10.2K - $12.3K
5.42K $5.15M
IWS
Ishares Russell Midcap Value E

ETFs
6.08K
+ 117.19%
$119.52 - $132.25 $726K - $803K
11.3K $1.49M
UNP
Union Pacific Corp

Industrials
69
+ 0.17%
$221.78 - $256.09 $15.3K - $17.7K
41.6K $10.2M
VZ
Verizon Communications Inc

Communication Services
8.02K
+ 6.37%
$38.89 - $45.0 $312K - $361K
134K $6.01M
ABT
Abbott Laboratories

Healthcare
106
+ 0.13%
$100.07 - $118.13 $10.6K - $12.5K
78.8K $8.98M
MELI
Mercadolibre Inc

Consumer Cyclical
53
+ 3.31%
$1591.44 - $2140.1 $84.3K - $113K
1.65K $3.39M
NOW
Service Now, Inc.

Technology
44
+ 0.66%
$730.87 - $937.36 $32.2K - $41.2K
6.68K $5.98M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.34K
+ 5.4%
$147.95 - $191.05 $642K - $829K
84.7K $14.7M
CCI
Crown Castle International Corp

Real Estate
3.29K
+ 20.43%
$95.29 - $120.24 $313K - $395K
19.4K $2.3M
Activity Summary
Buys All Purchases 217 New Holdings 44 Increased Positions 173 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 6 Puts 0
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