William Allan, LLC Incresed Positions in Q3 2024

William Allan, LLC

  • $160 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ZTS
Zoetis Inc.

Healthcare
14.5K
+ 100.31%
$172.58 - $196.48 $2.5M - $2.84M
28.9K $5.64M
GRMN
Garmin LTD

Technology
9.07K
+ 94.26%
$161.1 - $183.29 $1.46M - $1.66M
18.7K $3.29M
SBUX
Starbucks Corp

Consumer Cyclical
512
+ 0.83%
$72.51 - $98.6 $37.1K - $50.5K
62.5K $6.09M
WST
West Pharmaceutical Services Inc

Healthcare
3.71K
+ 112.44%
$277.16 - $333.3 $1.03M - $1.23M
7K $2.1M
NKE
Nike, Inc.

Consumer Cyclical
3.91K
+ 10.09%
$71.09 - $89.44 $278K - $350K
42.7K $3.77M
BBY
Best Buy CO Inc

Consumer Cyclical
897
+ 3.2%
$80.23 - $103.29 $72K - $92.7K
28.9K $2.99M
ADBE
Adobe Inc.

Technology
1.32K
+ 33.3%
$508.13 - $586.55 $670K - $774K
5.28K $2.73M
OTIS
Otis Worldwide Corp

Industrials
272
+ 0.58%
$91.43 - $104.43 $24.9K - $28.4K
47.3K $4.92M
VEEV
Veeva Systems Inc

Healthcare
183
+ 1.5%
$180.43 - $223.9 $33K - $41K
12.4K $2.6M
V
Visa Inc.

Financial Services
47
+ 0.3%
$253.74 - $291.56 $11.9K - $13.7K
15.8K $4.35M
O
Realty Income Corp

Real Estate
490
+ 3.94%
$52.36 - $63.42 $25.7K - $31.1K
12.9K $820K
PEP
Pepsico Inc

Consumer Defensive
563
+ 4.37%
$161.9 - $179.3 $91.1K - $101K
13.5K $2.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
69
+ 3.5%
$405.19 - $478.57 $28K - $33K
2.04K $940K
SO
Southern CO

Utilities
105
+ 1.25%
$77.0 - $90.52 $8.09K - $9.5K
8.48K $764K
HSY
Hershey CO

Consumer Defensive
274
+ 3.87%
$182.45 - $203.25 $50K - $55.7K
7.35K $1.41M
UPS
United Parcel Service Inc

Industrials
831
+ 3.02%
$123.32 - $147.38 $102K - $122K
28.4K $3.87M
VZ
Verizon Communications Inc

Communication Services
1.42K
+ 16.75%
$38.89 - $45.0 $55.2K - $63.9K
9.9K $444K
SPG
Simon Property Group Inc

Real Estate
243
+ 14.42%
$146.09 - $170.11 $35.5K - $41.3K
1.93K $325K
MO
Altria Group, Inc.

Consumer Defensive
30
+ 0.64%
$45.95 - $54.71 $1.38K - $1.64K
4.74K $241K
Ge Healthcare Technologies I
1.69K
+ 7.57%
N/A
24K $0
BFB
Brown Forman Corp Cl B
15.8K
+ 25.22%
N/A
78.2K $0
EL
Estee Lauder Companies Inc

Consumer Defensive
184
+ 3.08%
$84.18 - $106.5 $15.5K - $19.6K
6.17K $614K
AMZN
Amazon Com Inc

Consumer Cyclical
382
+ 2.02%
$161.02 - $200.0 $61.5K - $76.4K
19.3K $3.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
199
+ 3.96%
$233.4 - $302.36 $46.4K - $60.2K
5.23K $1.42M
DPZ
Dominos Pizza Inc

Consumer Cyclical
149
+ 5.66%
$402.52 - $505.35 $60K - $75.3K
2.78K $1.2M
SCHW
Schwab Charles Corp

Financial Services
482
+ 0.99%
$61.74 - $76.08 $29.8K - $36.7K
49.2K $3.19M
Activity Summary
Buys All Purchases 29 New Holdings 2 Increased Positions 27 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track William Allan, LLC Portfolio

Follow William Allan, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of William Allan, LLC, based on Form 13F filings with the SEC.

News

Stay updated on William Allan, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email