Clifford Swan Investment Counsel LLC Sells in Q4 2024

Clifford Swan Investment Counsel LLC

  • $2.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-3.26K
- 1.68%
$85.0 - $120.04 $277K - $392K
191K $16.4M
LOW
Lowes Companies Inc

Consumer Cyclical
-861
- 0.41%
$244.52 - $284.07 $211K - $245K
210K $51.8M
UNH
Unitedhealth Group Inc

Healthcare
-2.04K
- 3.92%
$485.52 - $625.25 $992K - $1.28M
50K $25.3M
IFF
International Flavors & Fragrances Inc

Basic Materials
-10K
- 4.76%
$83.96 - $106.19 $841K - $1.06M
201K $17M
MSFT
Microsoft Corp

Technology
-5.23K
- 1.7%
$406.35 - $454.46 $2.12M - $2.37M
302K $127M
JNJ
Johnson & Johnson

Healthcare
-3.35K
- 1.38%
$143.34 - $165.86 $480K - $555K
240K $34.7M
DD
Du Pont De Nemours, Inc.

Basic Materials
-7.55K
- 2.79%
$75.95 - $88.05 $573K - $665K
263K $20.1M
XOM
Exxon Mobil Corp

Energy
-3.01K
- 0.94%
$105.51 - $125.37 $317K - $377K
315K $33.9M
QCOM
Qualcomm Inc

Technology
-2.3K
- 1.28%
$150.4 - $178.04 $347K - $410K
178K $27.4M
ABBV
Abb Vie Inc.

Healthcare
-371
- 0.24%
$164.99 - $203.87 $61.2K - $75.6K
157K $27.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.59K
- 2.01%
$442.29 - $483.08 $1.59M - $1.73M
175K $79.4M
MCD
Mcdonalds Corp

Consumer Cyclical
-4.89K
- 5.68%
$288.47 - $316.54 $1.41M - $1.55M
81.1K $23.5M
NKE
Nike, Inc.

Consumer Cyclical
-1.29K
- 0.66%
$73.36 - $89.13 $94.3K - $115K
195K $14.8M
AMGN
Amgen Inc

Healthcare
-325
- 0.83%
$258.78 - $328.31 $84.1K - $107K
38.8K $10.1M
CL
Colgate Palmolive CO

Consumer Defensive
-3.97K
- 2.51%
$90.22 - $102.31 $358K - $406K
154K $14M
A
Agilent Technologies, Inc.

Healthcare
-1.17K
- 0.81%
$125.69 - $146.56 $147K - $172K
144K $19.4M
CAT
Caterpillar Inc

Industrials
-2.49K
- 6.24%
$360.37 - $416.88 $896K - $1.04M
37.3K $13.5M
MMM
3 M CO

Industrials
-10.3K
- 15.31%
$124.74 - $137.12 $1.28M - $1.41M
56.9K $7.35M
PSA
Public Storage

Real Estate
-360
- 1.35%
$289.33 - $360.21 $104K - $130K
26.3K $7.88M
SBUX
Starbucks Corp

Consumer Cyclical
-4K
- 2.15%
$87.44 - $102.5 $350K - $410K
182K $16.6M
NVS
Novartis Ag

Healthcare
-487
- 0.59%
$96.78 - $117.18 $47.1K - $57.1K
81.6K $7.94M
PG
Procter & Gamble CO

Consumer Defensive
-3.5K
- 2.25%
$161.05 - $179.7 $564K - $629K
152K $25.5M
MRK
Merck & Co., Inc.

Healthcare
-1.67K
- 1.99%
$96.31 - $114.76 $161K - $192K
82.3K $8.19M
VZ
Verizon Communications Inc

Communication Services
-3.62K
- 1.54%
$39.6 - $45.21 $143K - $163K
231K $9.23M
RTX
Raytheon Technologies Corp

Industrials
-705
- 0.32%
$114.45 - $127.21 $80.7K - $89.7K
219K $25.4M
LMT
Lockheed Martin Corp

Industrials
-21
- 0.17%
$479.66 - $614.62 $10.1K - $12.9K
12.5K $6.07M
ORCL
Oracle Corp

Technology
-1.39K
- 0.51%
$165.41 - $192.43 $229K - $267K
270K $44.9M
CVX
Chevron Corp

Energy
-2.56K
- 0.78%
$141.15 - $162.53 $361K - $415K
327K $47.3M
NOC
Northrop Grumman Corp

Industrials
-10
- 0.05%
$466.52 - $543.88 $4.67K - $5.44K
19.3K $9.07M
CARR
Carrier Global Corp

Industrials
-262
- 0.29%
$66.69 - $82.65 $17.5K - $21.7K
91.1K $6.22M
UNP
Union Pacific Corp

Industrials
-317
- 0.57%
$223.15 - $249.32 $70.7K - $79K
55K $12.5M
TGT
Target Corp

Consumer Defensive
-1.08K
- 2.6%
$121.59 - $160.69 $132K - $174K
40.5K $5.48M
BP
Bp PLC

Energy
-19.3K
- 8.59%
$28.16 - $33.14 $543K - $639K
205K $6.07M
ALLE
Allegion PLC

Industrials
-5K
- 23.11%
$130.63 - $153.36 $653K - $767K
16.6K $2.17M
GIS
General Mills Inc

Consumer Defensive
-750
- 0.82%
$62.78 - $74.62 $47.1K - $56K
91.2K $5.82M
EBAY
Ebay Inc

Consumer Cyclical
-2.69K
- 1.38%
$57.51 - $67.17 $155K - $181K
193K $12M
LLY
Eli Lilly & CO

Healthcare
-166
- 3.16%
$727.2 - $932.06 $121K - $155K
5.09K $3.93M
GE
General Electric CO

Industrials
-531
- 1.83%
$159.95 - $194.23 $84.9K - $103K
28.4K $4.74M
NUE
Nucor Corp

Basic Materials
-180
- 0.88%
$115.78 - $167.74 $20.8K - $30.2K
20.3K $2.37M
COP
Conocophillips

Energy
-1.04K
- 1.05%
$95.12 - $114.72 $98.4K - $119K
97.8K $9.7M
ABT
Abbott Laboratories

Healthcare
-4.07K
- 1.87%
$111.93 - $119.39 $455K - $486K
214K $24.2M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-7.13K
- 2.2%
$48.48 - $49.47 $346K - $353K
317K $15.4M
OTIS
Otis Worldwide Corp

Industrials
-646
- 1.45%
$92.57 - $106.01 $59.8K - $68.5K
43.9K $4.07M
NEE
Nextera Energy Inc

Utilities
-537
- 1.36%
$69.77 - $85.43 $37.5K - $45.9K
39K $2.8M
PHYS
Sprott Physical Gold Trust

Financial Services
-26K
- 29.2%
$19.66 - $21.66 $511K - $563K
63K $1.27M
IBM
International Business Machines Corp

Technology
-2.07K
- 4.87%
$204.9 - $238.04 $424K - $493K
40.4K $8.89M
PM
Philip Morris International Inc.

Consumer Defensive
-3.18K
- 2.94%
$118.38 - $133.06 $376K - $423K
105K $12.6M
EPC
Edgewell Personal Care CO

Consumer Defensive
-1.66K
- 1.13%
$33.5 - $38.25 $55.6K - $63.5K
145K $4.89M
TT
Trane Technologies PLC

Industrials
-430
- 3.65%
$369.35 - $419.14 $159K - $180K
11.4K $4.2M
Activity Summary
Buys All Purchases 45 New Holdings 5 Increased Positions 40 Sells All Sells 165 Reductions 165 Sold out 0 Options Calls 0 Puts 0
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