Wedgewood Investors Inc Reduced Holdings in Q3 2024

Wedgewood Investors Inc

  • $89.7 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFX
Equifax Inc

Industrials
-750
- 42.25%
$236.42 - $307.13 $177K - $230K
1.03K $300K
QCOM
Qualcomm Inc

Technology
-20
- 1.01%
$156.12 - $209.64 $3.12K - $4.19K
1.96K $332K
BDX
Becton Dickinson & CO

Healthcare
-150
- 8.19%
$221.47 - $242.41 $33.2K - $36.4K
1.68K $405K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-450
- 8.59%
$89.91 - $101.33 $40.5K - $45.6K
4.79K $469K
ITW
Illinois Tool Works Inc

Industrials
-200
- 10.13%
$233.14 - $263.97 $46.6K - $52.8K
1.78K $465K
IWR
Ishares Russell Mid Cap ETF

ETFs
-309
- 7.16%
$79.92 - $88.19 $24.7K - $27.3K
4.01K $353K
JPM
Jpmorgan Chase & CO

Financial Services
-83
- 3.26%
$194.9 - $224.8 $16.2K - $18.7K
2.46K $518K
IWP
Ishares Russell Mid Cap Growth

ETFs
-305
- 4.04%
$103.87 - $117.59 $31.7K - $35.9K
7.25K $850K
VZ
Verizon Communications Inc

Communication Services
-230
- 2.31%
$38.89 - $45.0 $8.94K - $10.4K
9.73K $436K
UNH
Unitedhealth Group Inc

Healthcare
-30
- 5.08%
$488.01 - $604.18 $14.6K - $18.1K
561 $328K
PG
Procter & Gamble CO

Consumer Defensive
-119
- 1.03%
$160.76 - $177.82 $19.1K - $21.2K
11.4K $1.98M
IWS
Ishares Russell Midcap Value E

ETFs
-36
- 0.49%
$119.52 - $132.25 $4.3K - $4.76K
7.35K $971K
SPY
Spdr S&P 500 ETF Trust

ETFs
-32
- 0.77%
$517.38 - $573.86 $16.6K - $18.4K
4.1K $2.35M
IVV
Ishares Core S&P 500 ETF

ETFs
-4
- 0.11%
$520.18 - $576.82 $2.08K - $2.31K
3.65K $2.1M
GIS
General Mills Inc

Consumer Defensive
-50
- 0.48%
$62.5 - $75.15 $3.13K - $3.76K
10.4K $765K
RTX
Raytheon Technologies Corp

Industrials
-79
- 1.36%
$99.55 - $123.34 $7.86K - $9.74K
5.72K $692K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-43
- 0.13%
$61.11 - $67.85 $2.63K - $2.92K
33.9K $2.3M
HD
Home Depot, Inc.

Consumer Cyclical
-141
- 4.42%
$333.64 - $405.2 $47K - $57.1K
3.05K $1.24M
JNJ
Johnson & Johnson

Healthcare
-50
- 0.51%
$145.48 - $167.38 $7.27K - $8.37K
9.68K $1.57M
UNP
Union Pacific Corp

Industrials
-210
- 1.98%
$221.78 - $256.09 $46.6K - $53.8K
10.4K $2.56M
AAPL
Apple Inc.

Technology
-300
- 2.48%
$207.23 - $234.82 $62.2K - $70.4K
11.8K $2.74M
PH
Parker Hannifin Corp

Industrials
-30
- 1.62%
$501.01 - $635.92 $15K - $19.1K
1.82K $1.15M
PM
Philip Morris International Inc.

Consumer Defensive
-180
- 1.15%
$101.25 - $127.45 $18.2K - $22.9K
15.4K $1.87M
ERIE
Erie Indemnity CO

Financial Services
-4.9K
- 16.17%
$356.56 - $544.84 $1.75M - $2.67M
25.4K $13.7M
Activity Summary
Buys All Purchases 23 New Holdings 6 Increased Positions 17 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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