Wright Investors Service Inc Reduced Holdings in Q4 2024

Wright Investors Service Inc

  • $303 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-12.1K
- 24.02%
$406.35 - $454.46 $4.94M - $5.52M
38.4K $16.2M
KO
Coca Cola CO

Consumer Defensive
-37K
- 29.41%
$61.74 - $71.71 $2.28M - $2.65M
88.8K $5.53M
ABBV
Abb Vie Inc.

Healthcare
-14K
- 28.95%
$164.99 - $203.87 $2.32M - $2.86M
34.5K $6.13M
UNH
Unitedhealth Group Inc

Healthcare
-4.91K
- 40.55%
$485.52 - $625.25 $2.38M - $3.07M
7.2K $3.64M
HD
Home Depot, Inc.

Consumer Cyclical
-7.23K
- 28.64%
$385.02 - $431.37 $2.78M - $3.12M
18K $7.01M
PM
Philip Morris International Inc.

Consumer Defensive
-20.2K
- 52.19%
$118.38 - $133.06 $2.39M - $2.69M
18.5K $2.23M
ADBE
Adobe Inc.

Technology
-4.43K
- 68.59%
$437.39 - $552.96 $1.94M - $2.45M
2.03K $902K
META
Meta Platforms, Inc.

Communication Services
-4.68K
- 19.1%
$554.08 - $632.68 $2.59M - $2.96M
19.8K $11.7M
IBM
International Business Machines Corp

Technology
-9.01K
- 49.12%
$204.9 - $238.04 $1.85M - $2.14M
9.33K $2.05M
AMAT
Applied Materials Inc

Technology
-4.16K
- 12.81%
$161.44 - $213.89 $672K - $890K
28.3K $4.61M
CMCSA
Comcast Corp

Communication Services
-32.3K
- 25.98%
$37.39 - $45.14 $1.21M - $1.46M
92.1K $3.46M
LEN
Lennar Corp

Consumer Cyclical
-7.56K
- 68.67%
$136.2 - $188.96 $1.03M - $1.43M
3.45K $470K
PGR
Progressive Corp

Financial Services
-4.09K
- 12.34%
$239.6 - $268.88 $979K - $1.1M
29K $6.96M
CSCO
Cisco Systems, Inc.

Technology
-32.3K
- 41.32%
$52.45 - $60.02 $1.7M - $1.94M
45.9K $2.72M
OHI
Omega Healthcare Investors Inc

Real Estate
-32.1K
- 48.42%
$37.51 - $42.56 $1.2M - $1.37M
34.2K $1.29M
T
At&T Inc.

Communication Services
-64.8K
- 52.55%
$21.22 - $23.88 $1.38M - $1.55M
58.5K $1.33M
ACGL
Arch Capital Group Ltd.

Financial Services
-10.6K
- 51.56%
$88.71 - $114.86 $939K - $1.22M
9.94K $918K
LLY
Eli Lilly & CO

Healthcare
-1.23K
- 33.29%
$727.2 - $932.06 $893K - $1.14M
2.46K $1.9M
MCK
Mckesson Corp

Healthcare
-2.76K
- 80.99%
$482.27 - $628.5 $1.33M - $1.73M
647 $368K
MRK
Merck & Co., Inc.

Healthcare
-9.7K
- 45.31%
$96.31 - $114.76 $934K - $1.11M
11.7K $1.16M
OKE
Oneok Inc

Energy
-14.3K
- 67.64%
$92.28 - $117.05 $1.32M - $1.67M
6.83K $686K
NEE
Nextera Energy Inc

Utilities
-8.85K
- 19.28%
$69.77 - $85.43 $618K - $756K
37.1K $2.66M
EMR
Emerson Electric CO

Industrials
-12.1K
- 61.83%
$108.13 - $134.33 $1.31M - $1.63M
7.48K $926K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-6.71K
- 67.76%
$178.39 - $215.0 $1.2M - $1.44M
3.19K $615K
UPS
United Parcel Service Inc

Industrials
-7.99K
- 43.03%
$122.65 - $138.35 $979K - $1.1M
10.6K $1.33M
C
Citigroup Inc

Financial Services
-21.7K
- 47.68%
$61.31 - $72.5 $1.33M - $1.57M
23.8K $1.67M
BMY
Bristol Myers Squibb CO

Healthcare
-30.2K
- 25.19%
$51.92 - $59.94 $1.57M - $1.81M
89.6K $5.07M
BP
Bp PLC

Energy
-34.6K
- 67.5%
$28.16 - $33.14 $975K - $1.15M
16.7K $492K
DUK
Duke Energy Corp

Utilities
-8.9K
- 67.69%
$105.76 - $120.76 $941K - $1.07M
4.25K $457K
TFC
Truist Financial Corp

Financial Services
-24.4K
- 67.72%
$41.51 - $48.1 $1.01M - $1.17M
11.6K $505K
CVX
Chevron Corp

Energy
-6.78K
- 47.54%
$141.15 - $162.53 $956K - $1.1M
7.48K $1.08M
XOM
Exxon Mobil Corp

Energy
-4.81K
- 9.59%
$105.51 - $125.37 $508K - $603K
45.3K $4.88M
LMT
Lockheed Martin Corp

Industrials
-1.48K
- 67.98%
$479.66 - $614.62 $712K - $912K
699 $339K
CI
Cigna Corp

Healthcare
-289
- 2.38%
$265.59 - $358.58 $76.8K - $104K
11.9K $3.28M
CVS
Cvs Health Corp

Healthcare
-5.18K
- 13.3%
$43.78 - $67.46 $227K - $349K
33.8K $1.52M
GILD
Gilead Sciences, Inc.

Healthcare
-15.9K
- 24.86%
$83.95 - $97.9 $1.34M - $1.56M
48.2K $4.45M
BEN
Franklin Resources Inc

Financial Services
-45.7K
- 67.47%
$19.35 - $22.76 $885K - $1.04M
22K $447K
TD
Toronto Dominion Bank

Financial Services
-13K
- 67.75%
$51.56 - $63.8 $671K - $830K
6.2K $329K
VZ
Verizon Communications Inc

Communication Services
-15.6K
- 41.77%
$39.6 - $45.21 $620K - $707K
21.8K $872K
MS
Morgan Stanley

Financial Services
-8.52K
- 67.95%
$104.42 - $134.99 $890K - $1.15M
4.02K $505K
ETN
Eaton Corp PLC

Industrials
-2.41K
- 65.37%
$326.96 - $377.52 $786K - $908K
1.27K $422K
KMB
Kimberly Clark Corp

Consumer Defensive
-5.08K
- 67.69%
$130.37 - $146.09 $663K - $743K
2.43K $317K
IP
International Paper CO

Consumer Cyclical
-16.1K
- 67.66%
$46.64 - $59.57 $752K - $960K
7.71K $414K
SYY
Sysco Corp

Consumer Defensive
-8.42K
- 25.37%
$73.63 - $81.77 $620K - $688K
24.8K $1.89M
HON
Honeywell International Inc

Industrials
-3.83K
- 43.19%
$202.84 - $236.0 $777K - $904K
5.04K $1.14M
DLR
Digital Realty Trust, Inc.

Real Estate
-4.39K
- 40.06%
$156.46 - $195.69 $687K - $860K
6.57K $1.17M
QCOM
Qualcomm Inc

Technology
-2.23K
- 15.51%
$150.4 - $178.04 $335K - $397K
12.1K $1.86M
USB
Us Bancorp \De\

Financial Services
-12.6K
- 67.94%
$43.98 - $53.66 $554K - $676K
5.95K $284K
AMD
Advanced Micro Devices Inc

Technology
-1.89K
- 24.43%
$118.88 - $172.8 $224K - $326K
5.84K $705K
Activity Summary
Buys All Purchases 41 New Holdings 10 Increased Positions 31 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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