Barton Investment Management New Holdings in Q3 2024

Barton Investment Management

  • $795 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GTLB
Gitlab Inc.

Technology
168K
New
$40.84 - $56.2 $6.88M - $9.46M
168K $8.68M
UNH
Unitedhealth Group Inc

Healthcare
377
New
$488.01 - $604.18 $184K - $228K
377 $220K
VTV
Vanguard Value ETF

ETFs
1.24K
New
$159.75 - $174.57 $197K - $216K
1.24K $215K
VRT
Vertiv Holdings CO

Industrials
2.4K
New
$86.66 - $86.66 $208K - $208K
2.4K $207K
WMT
Walmart Inc.

Consumer Defensive
2.54K
New
$66.91 - $81.4 $170K - $206K
2.54K $204K
NTRS
Northern Trust Corp

Financial Services
2.25K
New
$82.48 - $92.62 $186K - $208K
2.25K $202K
Activity Summary
Buys All Purchases 16 New Holdings 6 Increased Positions 10 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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