Waverton Investment Management LTD Sells in Q4 2024

Waverton Investment Management LTD

  • $5.56 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-11.8K
- 2.62%
$485.52 - $625.25 $5.72M - $7.37M
439K $222M
GE
General Electric CO

Industrials
-64.2K
- 5.83%
$159.95 - $194.23 $10.3M - $12.5M
1.04M $173M
HCA
Hca Healthcare, Inc.

Healthcare
-46.2K
- 29.01%
$297.52 - $415.61 $13.8M - $19.2M
113K $34M
NEM
Newmont Corp

Basic Materials
-14.6K
- 2.75%
$37.0 - $58.68 $541K - $858K
516K $19.2M
PG
Procter & Gamble CO

Consumer Defensive
-25.9K
- 77.69%
$161.05 - $179.7 $4.18M - $4.66M
7.45K $1.25M
TPL
Texas Pacific Land Corp

Energy
-6.84K
- 48.31%
$915.49 - $1730.0 $6.27M - $11.8M
7.32K $8.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6.74K
- 8.77%
$442.29 - $483.08 $2.98M - $3.26M
70.2K $31.8M
KO
Coca Cola CO

Consumer Defensive
-16.4K
- 11.39%
$61.74 - $71.71 $1.01M - $1.18M
128K $7.94M
CRM
Salesforce, Inc.

Technology
-4.36K
- 58.66%
$270.87 - $367.87 $1.18M - $1.6M
3.07K $1.03M
RNR
Renaissancere Holdings LTD

Financial Services
-120
- 0.3%
$241.97 - $287.47 $29K - $34.5K
40.2K $9.99M
SPGI
S&P Global Inc.

Financial Services
-1.17K
- 53.23%
$480.36 - $529.17 $562K - $619K
1.03K $511K
HD
Home Depot, Inc.

Consumer Cyclical
-1.21K
- 32.86%
$385.02 - $431.37 $464K - $520K
2.46K $958K
PFE
Pfizer Inc

Healthcare
-14.5K
- 42.72%
$24.8 - $30.19 $360K - $438K
19.4K $515K
COST
Costco Wholesale Corp

Consumer Defensive
-947
- 6.0%
$873.59 - $994.69 $827K - $942K
14.8K $13.6M
HON
Honeywell International Inc

Industrials
-1.95K
- 53.02%
$202.84 - $236.0 $396K - $460K
1.73K $390K
IVV
Ishares Core S&P 500 ETF

ETFs
-550
- 32.45%
$570.51 - $610.59 $314K - $336K
1.15K $674K
CL
Colgate Palmolive CO

Consumer Defensive
-2.17K
- 27.24%
$90.22 - $102.31 $195K - $222K
5.78K $525K
AVY
Avery Dennison Corp

Industrials
-618
- 17.37%
$186.26 - $220.48 $115K - $136K
2.94K $550K
VZ
Verizon Communications Inc

Communication Services
-1.77K
- 7.93%
$39.6 - $45.21 $69.9K - $79.8K
20.5K $819K
FTGC
First Trust Global Tactical CO

ETFs
-7.83K
- 4.17%
$23.23 - $24.25 $182K - $190K
180K $4.3M
UNP
Union Pacific Corp

Industrials
-190
- 3.83%
$223.15 - $249.32 $42.4K - $47.4K
4.77K $1.09M
ICE
Intercontinental Exchange, Inc.

Financial Services
-134
- 2.48%
$148.29 - $166.93 $19.9K - $22.4K
5.27K $784K
FKU
First Trust United Kingdom Alp

ETFs
-35
- 0.28%
$37.83 - $41.29 $1.32K - $1.45K
12.7K $482K
CVX
Chevron Corp

Energy
-55
- 0.48%
$141.15 - $162.53 $7.76K - $8.94K
11.3K $1.64M
NVDA
Nvidia Corp

Technology
-2.21K
- 9.82%
$117.0 - $148.88 $258K - $328K
20.3K $2.72M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-60
- 0.32%
$50.34 - $56.61 $3.02K - $3.4K
18.8K $964K
CRH.L
Crh PLC

Basic Materials
-1.1K
- 32.58%
N/A
2.28K $0
Linde PLC Com Eur0.001
-835
- 0.43%
N/A
195K $0
Ge Vernova LLC
-112K
- 15.39%
N/A
616K $0
MA
Mastercard Inc

Financial Services
-168
- 3.55%
$491.3 - $536.15 $82.5K - $90.1K
4.57K $2.4M
GOOG
Alphabet Inc.

Communication Services
-2.56K
- 6.23%
$163.08 - $198.16 $417K - $506K
38.5K $7.33M
TMUS
T Mobile Us, Inc.

Communication Services
-37K
- 5.13%
$206.1 - $246.94 $7.63M - $9.14M
685K $151M
LNG
Cheniere Energy, Inc.

Energy
-180
- 0.12%
$181.07 - $225.92 $32.6K - $40.7K
145K $31.3M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-139K
- 3.31%
$43.37 - $51.46 $6.03M - $7.16M
4.06M $196M
JPM
Jpmorgan Chase & CO

Financial Services
-4.02K
- 0.98%
$205.18 - $250.29 $826K - $1.01M
405K $97M
V
Visa Inc.

Financial Services
-9.64K
- 1.05%
$273.87 - $320.91 $2.64M - $3.09M
912K $288M
Activity Summary
Buys All Purchases 49 New Holdings 8 Increased Positions 41 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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