Waverton Investment Management LTD Sells in Q2 2024

Waverton Investment Management LTD

  • $5.11 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-98.8K
- 85.86%
$704.88 - $870.75 $69.6M - $86M
16.3K $13.8M
AXP
American Express CO

Financial Services
-117K
- 13.09%
$217.5 - $243.08 $25.4M - $28.3M
774K $179M
URI
United Rentals, Inc.

Industrials
-6.23K
- 2.91%
$616.21 - $712.69 $3.84M - $4.44M
208K $135M
PEP
Pepsico Inc

Consumer Defensive
-24.7K
- 7.9%
$163.33 - $183.11 $4.04M - $4.53M
288K $47.6M
LNG
Cheniere Energy, Inc.

Energy
-55.9K
- 28.14%
$153.87 - $174.83 $8.61M - $9.78M
143K $25M
PWR
Quanta Services, Inc.

Industrials
-10.7K
- 21.31%
$243.26 - $283.43 $2.6M - $3.03M
39.4K $10M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.35K
- 2.79%
$396.73 - $420.24 $930K - $985K
81.8K $33.3M
HD
Home Depot, Inc.

Consumer Cyclical
-4.41K
- 55.8%
$325.1 - $368.03 $1.43M - $1.62M
3.49K $1.2M
CRM
Salesforce, Inc.

Technology
-2.47K
- 26.28%
$218.01 - $304.74 $537K - $751K
6.92K $1.78M
HON
Honeywell International Inc

Industrials
-4.02K
- 52.23%
$190.36 - $215.89 $766K - $868K
3.68K $785K
UNP
Union Pacific Corp

Industrials
-2.15K
- 15.62%
$221.38 - $247.4 $477K - $533K
11.6K $2.63M
DHR
Danaher Corp

Healthcare
-2.3K
- 50.04%
$235.51 - $267.98 $542K - $616K
2.3K $573K
LMT
Lockheed Martin Corp

Industrials
-600
- 23.67%
$447.57 - $471.51 $269K - $283K
1.94K $903K
VZ
Verizon Communications Inc

Communication Services
-3.5K
- 12.81%
$38.6 - $42.84 $135K - $150K
23.8K $981K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.83K
- 2.99%
$68.82 - $88.54 $126K - $162K
59.4K $4.27M
LLY
Eli Lilly & CO

Healthcare
-243
- 44.18%
$724.87 - $909.04 $176K - $221K
307 $277K
PG
Procter & Gamble CO

Consumer Defensive
-686
- 1.93%
$155.33 - $168.56 $107K - $116K
34.9K $5.75M
PFE
Pfizer Inc

Healthcare
-900
- 2.02%
$25.26 - $29.6 $22.7K - $26.6K
43.6K $1.22M
FPA
First Trust Asia Pacific Ex Ja

ETFs
-2.5K
- 1.77%
$25.82 - $28.36 $64.6K - $70.9K
139K $3.88M
INFY
Infosys LTD

Technology
-11.6K
- 3.76%
$16.51 - $18.63 $191K - $215K
295K $5.5M
Linde PLC Com Eur0.001
-3.59K
- 1.82%
N/A
194K $0
CL
Colgate Palmolive CO

Consumer Defensive
-963
- 6.5%
$85.85 - $98.99 $82.7K - $95.3K
13.8K $1.34M
SPGI
S&P Global Inc.

Financial Services
-96
- 1.9%
$408.56 - $448.91 $39.2K - $43.1K
4.95K $2.21M
KO
Coca Cola CO

Consumer Defensive
-5.3K
- 3.25%
$58.06 - $64.15 $308K - $340K
158K $10.1M
GOOG
Alphabet Inc.

Communication Services
-8.2K
- 15.21%
$151.94 - $186.86 $1.25M - $1.53M
45.7K $8.39M
SGOL
Abrdn Gold ETF Trust

ETFs
-400
- 0.06%
$21.45 - $23.19 $8.58K - $9.28K
662K $14.7M
Activity Summary
Buys All Purchases 52 New Holdings 5 Increased Positions 47 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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