Sage Investment Counsel LLC Purchases in Q4 2024

Sage Investment Counsel LLC

  • $76.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
1.8K
New
$244.52 - $284.07 $440K - $512K
1.8K $444M
MDT
Medtronic PLC

Healthcare
5.55K
New
$79.61 - $92.24 $442K - $512K
5.55K $444M
FDX
Fedex Corp

Industrials
1.55K
New
$260.5 - $305.15 $404K - $473K
1.55K $436M
UL
Unilever PLC

Consumer Defensive
7.66K
New
$56.7 - $64.64 $434K - $495K
7.66K $434M
Healthcare Rlty Tr
25.4K
New
N/A
25.4K $431M
CNQ
Canadian Natural Resources LTD

Energy
13.8K
New
$29.51 - $37.6 $407K - $519K
13.8K $426M
BUR
Burford Capital LTD

Financial Services
32K
New
$12.71 - $14.61 $407K - $468K
32K $408M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.73K
New
$82.28 - $117.52 $390K - $556K
4.73K $401M
TFC
Truist Financial Corp

Financial Services
9.18K
New
$41.51 - $48.1 $381K - $442K
9.18K $398M
WTM
White Mountains Insurance Group LTD

Financial Services
200
New
$1755.01 - $2015.0 $351K - $403K
200 $389M
RIET
ETF Ser Solutions Hoya Capital

ETFs
37.2K
New
$9.94 - $11.2 $370K - $416K
37.2K $375M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.7K
New
$97.29 - $122.68 $360K - $454K
3.7K $361M
BXSL
Blackstone Secured Lending Fund

Financial Services
11.2K
New
$29.25 - $33.27 $326K - $371K
11.2K $360M
CSCO
Cisco Systems, Inc.

Technology
6K
New
$52.45 - $60.02 $314K - $360K
6K $355M
MTB
M&T Bank Corp

Financial Services
1.84K
New
$172.48 - $221.95 $317K - $408K
1.84K $345M
WMT
Walmart Inc.

Consumer Defensive
3.8K
New
$79.1 - $95.7 $301K - $364K
3.8K $343M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.73K
New
$44.04 - $49.49 $340K - $382K
7.73K $340M
MA
Mastercard Inc

Financial Services
635
New
$491.3 - $536.15 $312K - $340K
635 $334M
FCX
Freeport Mcmoran Inc

Basic Materials
8.64K
New
$38.08 - $50.82 $329K - $439K
8.64K $329M
ADC
Agree Realty Corp

Real Estate
4.67K
New
$69.44 - $77.65 $324K - $362K
4.67K $329M
ELV
Elevance Health, Inc.

Healthcare
870
New
$365.96 - $514.62 $318K - $448K
870 $321M
CTO
Cto Realty Growth, Inc.

Real Estate
16K
New
$18.57 - $20.65 $297K - $331K
16K $315M
UNP
Union Pacific Corp

Industrials
1.32K
New
$223.15 - $249.32 $294K - $329K
1.32K $301M
SU
Suncor Energy Inc

Energy
8.4K
New
$34.5 - $41.53 $290K - $349K
8.4K $300M
LAD
Lithia Motors Inc

Consumer Cyclical
835
New
$303.15 - $394.27 $253K - $329K
835 $298M
ARCC
Ares Capital Corp

Financial Services
13.4K
New
$20.74 - $22.27 $278K - $298K
13.4K $293M
RF
Regions Financial Corp

Financial Services
12.4K
New
$22.45 - $27.47 $278K - $340K
12.4K $291M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.34K
New
$65.67 - $69.79 $285K - $303K
4.34K $291M
VICI
Vici Properties Inc.

Real Estate
9.82K
New
$28.27 - $33.19 $278K - $326K
9.82K $287M
VZ
Verizon Communications Inc

Communication Services
7.02K
New
$39.6 - $45.21 $278K - $317K
7.02K $281M
LMT
Lockheed Martin Corp

Industrials
575
New
$479.66 - $614.62 $276K - $353K
575 $279M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
3.5K
New
$77.43 - $89.47 $271K - $313K
3.5K $273M
SWX
Southwest Gas Holdings, Inc.

Utilities
3.85K
New
$67.87 - $79.16 $261K - $305K
3.85K $272M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.91K
New
$26.93 - $84.95 $267K - $842K
9.91K $271M
LNG
Cheniere Energy, Inc.

Energy
1.23K
New
$181.07 - $225.92 $222K - $277K
1.23K $263M
C
Citigroup Inc

Financial Services
3.67K
New
$61.31 - $72.5 $225K - $266K
3.67K $258M
FDVV
Fidelity High Dividend ETF

ETFs
5.11K
New
$49.66 - $52.63 $254K - $269K
5.11K $255M
FDUS
Fidus Investment Corp

Financial Services
12.1K
New
$19.1 - $21.49 $230K - $259K
12.1K $253M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.9K
New
$77.25 - $91.3 $224K - $265K
2.9K $248M
AVGO
Broadcom Inc.

Technology
990
New
$159.67 - $250.0 $158K - $248K
990 $230M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
9.69K
New
$22.12 - $24.37 $214K - $236K
9.69K $227M
Canadian Pacific Kansas City
3.14K
New
N/A
3.14K $227M
F
Ford Motor CO

Consumer Cyclical
22.5K
New
$9.69 - $11.4 $218K - $257K
22.5K $223M
GOOGL
Alphabet Inc.

Communication Services
1.17K
New
$161.86 - $196.66 $190K - $230K
1.17K $222M
CVX
Chevron Corp

Energy
1.5K
New
$141.15 - $162.53 $212K - $244K
1.5K $218M
PG
Procter & Gamble CO

Consumer Defensive
1.29K
New
$161.05 - $179.7 $207K - $231K
1.29K $216M
BX
Blackstone Inc.

Financial Services
1.25K
New
$148.45 - $199.05 $186K - $249K
1.25K $216M
PFE
Pfizer Inc

Healthcare
8.01K
New
$24.8 - $30.19 $199K - $242K
8.01K $213M
LADR
Ladder Capital Corp

Real Estate
18.8K
New
$10.95 - $11.99 $206K - $226K
18.8K $211M
Activity Summary
Buys All Purchases 120 New Holdings 120 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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