Tortoise Investment Management, LLC Sells in Q4 2024

Tortoise Investment Management, LLC

  • $895 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CHD
Church & Dwight CO Inc

Consumer Defensive
-135
- 13.76%
$99.11 - $112.25 $13.4K - $15.2K
846 $88K
PFE
Pfizer Inc

Healthcare
-115
- 2.72%
$24.8 - $30.19 $2.85K - $3.47K
4.11K $109K
AVMU
American Centy ETF Travantis C

ETFs
-215
- 5.05%
$45.75 - $46.94 $9.84K - $10.1K
4.05K $186K
NKE
Nike, Inc.

Consumer Cyclical
-31
- 4.46%
$73.36 - $89.13 $2.27K - $2.76K
664 $50K
FICO
Fair Isaac Corp

Technology
-6
- 26.09%
$1911.01 - $2382.4 $11.5K - $14.3K
17 $33K
MINO
Pimco ETF Tr Municipal Income

ETFs
-200
- 83.33%
$44.94 - $46.07 $8.99K - $9.21K
40 $1K
IWC
Russell Micro Cap ETF

ETFs
-277
- 7.32%
$120.3 - $138.84 $33.3K - $38.5K
3.51K $457K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-200
- 7.2%
$40.15 - $42.9 $8.03K - $8.58K
2.58K $103K
UL
Unilever PLC

Consumer Defensive
-75
- 15.43%
$56.7 - $64.64 $4.25K - $4.85K
411 $23K
ORCL
Oracle Corp

Technology
-16
- 1.1%
$165.41 - $192.43 $2.65K - $3.08K
1.44K $239K
RIO
Rio Tinto PLC

Basic Materials
-11
- 2.44%
$58.59 - $71.15 $644 - $783
440 $25K
XYL
Xylem Inc.

Industrials
-8
- 2.52%
$116.02 - $137.45 $928 - $1.1K
309 $35K
CCI
Crown Castle International Corp

Real Estate
-2
- 0.94%
$89.78 - $119.11 $180 - $238
210 $19K
VV
Vanguard Large Cap ETF

ETFs
-650
- 2.45%
$260.27 - $280.65 $169K - $182K
25.8K $6.97M
CHKP
Check Point Software Technologies LTD

Technology
-20
- 9.9%
$170.18 - $209.01 $3.4K - $4.18K
182 $33K
MDT
Medtronic PLC

Healthcare
-41
- 23.3%
$79.61 - $92.24 $3.26K - $3.78K
135 $10K
O
Realty Income Corp

Real Estate
-8
- 1.92%
$51.76 - $64.71 $414 - $518
408 $21K
GNMA
Ishares Gnma Bond ETF

ETFs
-45
- 5.33%
$42.8 - $44.74 $1.93K - $2.01K
800 $34K
RKT
Rocket Companies, Inc.

Financial Services
-100
- 33.33%
$11.03 - $19.27 $1.1K - $1.93K
200 $2K
INTU
Intuit Inc

Technology
-6
- 6.59%
$602.01 - $706.25 $3.61K - $4.24K
85 $53K
MSI
Motorola Solutions, Inc.

Technology
-10
- 7.35%
$449.08 - $504.6 $4.49K - $5.05K
126 $58K
AON
Aon PLC

Financial Services
-9
- 16.36%
$344.14 - $393.31 $3.1K - $3.54K
46 $16K
PTC
Ptc Inc.

Technology
-15
- 50.0%
$175.97 - $201.89 $2.64K - $3.03K
15 $2K
FTNT
Fortinet, Inc.

Technology
-30
- 50.0%
$76.49 - $99.21 $2.29K - $2.98K
30 $2K
INSP
Inspire Medical Systems, Inc.

Healthcare
-5
- 50.0%
$172.7 - $214.93 $864 - $1.07K
5 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-21
- 10.24%
$31.24 - $37.15 $656 - $780
184 $5K
VTRS
Viatris Inc

Healthcare
-231
- 92.4%
$11.32 - $13.37 $2.61K - $3.09K
19 $0
NXPI
Nxp Semiconductors N.V.

Technology
-8
- 44.44%
$207.27 - $255.58 $1.66K - $2.04K
10 $2K
ROK
Rockwell Automation, Inc

Industrials
-6
- 50.0%
$264.65 - $302.92 $1.59K - $1.82K
6 $1K
EVRG
Evergy, Inc.

Utilities
-3
- 0.44%
$59.06 - $65.0 $177 - $195
676 $41K
SCHW
Schwab Charles Corp

Financial Services
-29
- 18.35%
$63.31 - $82.85 $1.84K - $2.4K
129 $9K
SLVM
Sylvamo Corp

Basic Materials
-3
- 8.11%
$78.56 - $95.69 $236 - $287
34 $2K
Dimensional ETF Trust
-3.2K
- 45.21%
N/A
3.88K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-84.5K
- 29.22%
N/A
205K $0
Veralto Corp
-4
- 13.33%
N/A
26 $0
Flagstar Financial Inc
-101
- 5.88%
N/A
1.62K $0
WOOD
Ishares Global Timber & Forest
-650
- 11.8%
N/A
4.86K $0
Ibotta Inc
-568
- 33.33%
N/A
1.14K $0
Jacobs Solutions Inc
-55
- 52.38%
N/A
50 $0
MS
Morgan Stanley

Financial Services
-182
- 15.15%
$104.42 - $134.99 $19K - $24.6K
1.02K $128K
AVLV
American Centy ETF Tr Avantis
-194
- 0.83%
$65.51 - $71.22 $12.7K - $13.8K
23.1K $1.54M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-127
- 0.46%
$104.59 - $118.05 $13.3K - $15K
27.6K $3M
EMR
Emerson Electric CO

Industrials
-327
- 8.29%
$108.13 - $134.33 $35.4K - $43.9K
3.62K $448K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.47K
- 0.67%
$33.92 - $36.6 $49.8K - $53.8K
219K $7.58M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-116
- 0.91%
$100.18 - $109.1 $11.6K - $12.7K
12.6K $1.32M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-100
- 4.14%
$24.08 - $48.71 $2.41K - $4.87K
2.31K $95K
CSCO
Cisco Systems, Inc.

Technology
-335
- 3.58%
$52.45 - $60.02 $17.6K - $20.1K
9.04K $534K
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.25%
$873.59 - $994.69 $3.49K - $3.98K
1.58K $1.44M
GS
Goldman Sachs Group Inc

Financial Services
-8
- 0.59%
$486.1 - $608.57 $3.89K - $4.87K
1.36K $775K
Activity Summary
Buys All Purchases 259 New Holdings 29 Increased Positions 230 Sells All Sells 156 Reductions 156 Sold out 0 Options Calls 3 Puts 3
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