Barton Investment Management Purchases and Sells in Q3 2024

Barton Investment Management

$795 Million
Q3 2024

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OWL	20.2K + 1.11%	$15.81 - $19.83 $319K - $400K	1.83M $35.6M
GLBE	9.06K + 0.91%	$31.53 - $38.44 $286K - $348K	1M $38.5M
GFL	4.54K + 1.11%	$37.64 - $43.49 $171K - $197K	412K $16.4M
VGSH	1.62K + 7.41%	$57.74 - $59.13 $93.5K - $95.8K	23.5K $1.39M
NVDA	1K + 28.57%	$98.91 - $134.91 $98.9K - $135K	4.5K $546K
PFE	1.02K + 11.67%	$27.7 - $31.39 $28.1K - $31.9K	9.72K $281K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GTLB	168K New	$40.84 - $56.2 $6.88M - $9.46M	168K $8.68M
UNH	377 New	$488.01 - $604.18 $184K - $228K	377 $220K
VTV	1.24K New	$159.75 - $174.57 $197K - $216K	1.24K $215K
VRT	2.4K New	$86.66 - $86.66 $208K - $208K	2.4K $207K
WMT	2.54K New	$66.91 - $81.4 $170K - $206K	2.54K $204K
NTRS	2.25K New	$82.48 - $92.62 $186K - $208K	2.25K $202K

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OKTA	-4.52K - 1.57%	$71.0 - $100.39 $321K - $453K	283K $21M
AMZN	-3.63K - 0.6%	$161.02 - $200.0 $585K - $726K	604K $113M
BL	-99.9K - 19.87%	$43.75 - $55.15 $4.37M - $5.51M	403K $22.2M
TROW	-110 - 0.59%	$101.71 - $120.75 $11.2K - $13.3K	18.7K $2.03M
VTI	-424 - 3.37%	$255.18 - $283.2 $108K - $120K	12.2K $3.44M
EA	-880 - 1.37%	$137.32 - $151.82 $121K - $134K	63.4K $9.1M

Activity Summary All Purchases 16 New Holdings 6 Increased Positions 10 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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