Court Place Advisors, LLC Sells in Q3 2024

Court Place Advisors, LLC

  • $341 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-4.1K
- 99.9%
$610460.0 - $715910.0 $2.5B - $2.93B
4 $2.76M
NVR
Nvr Inc

Consumer Cyclical
-11.4K
- 98.65%
$7421.51 - $9811.8 $84.7M - $112M
156 $1.53M
VGT
Vanguard Information Technolog

ETFs
-114K
- 99.65%
$514.43 - $606.85 $58.7M - $69.3M
400 $234K
ETN
Eaton Corp PLC

Industrials
-94.1K
- 93.18%
$272.52 - $333.02 $25.6M - $31.3M
6.89K $2.28M
LLY
Eli Lilly & CO

Healthcare
-30.5K
- 96.08%
$772.14 - $960.02 $23.6M - $29.3M
1.24K $1.1M
UNH
Unitedhealth Group Inc

Healthcare
-37K
- 88.76%
$488.01 - $604.18 $18.1M - $22.4M
4.69K $2.74M
MKL
Markel Corp

Financial Services
-11.4K
- 76.72%
$1494.55 - $1645.69 $17M - $18.8M
3.46K $5.42M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-26.8K
- 84.24%
$531.86 - $624.21 $14.2M - $16.7M
5.01K $3.1M
LMT
Lockheed Martin Corp

Industrials
-16K
- 95.62%
$460.3 - $584.56 $7.35M - $9.34M
732 $427K
TT
Trane Technologies PLC

Industrials
-23.7K
- 94.4%
$314.21 - $388.71 $7.44M - $9.2M
1.41K $546K
PH
Parker Hannifin Corp

Industrials
-11.9K
- 97.15%
$501.01 - $635.92 $5.97M - $7.58M
350 $221K
V
Visa Inc.

Financial Services
-25.1K
- 86.49%
$253.74 - $291.56 $6.37M - $7.32M
3.92K $1.08M
TROW
Price T Rowe Group Inc

Financial Services
-57.1K
- 94.86%
$101.71 - $120.75 $5.8M - $6.89M
3.09K $336K
XLE
Energy Sector Spdr

ETFs
-67K
- 90.5%
$84.35 - $93.39 $5.65M - $6.26M
7.04K $617K
SHW
Sherwin Williams CO

Basic Materials
-13.8K
- 95.34%
$294.65 - $384.0 $4.07M - $5.31M
675 $257K
IT
Gartner Inc

Technology
-10.3K
- 95.19%
$441.32 - $516.47 $4.54M - $5.31M
519 $263K
KLAC
Kla Corp

Technology
-6.71K
- 93.06%
$696.17 - $892.35 $4.67M - $5.99M
500 $387K
IVV
Ishares Core S&P 500 ETF

ETFs
-8.97K
- 67.4%
$520.18 - $576.82 $4.66M - $5.17M
4.34K $2.5M
XLK
Technology Sector Spdr

ETFs
-21.6K
- 32.2%
$197.34 - $237.68 $4.27M - $5.14M
45.5K $10.3M
COST
Costco Wholesale Corp

Consumer Defensive
-5.07K
- 80.78%
$801.83 - $917.05 $4.07M - $4.65M
1.21K $1.07M
WMT
Walmart Inc.

Consumer Defensive
-52.5K
- 92.22%
$66.91 - $81.4 $3.51M - $4.27M
4.43K $357K
XLV
Select Sector Spdr Fund Health

ETFs
-25.3K
- 83.84%
$143.3 - $157.24 $3.63M - $3.98M
4.88K $752K
WM
Waste Management Inc

Industrials
-15.2K
- 84.9%
$196.96 - $223.45 $2.99M - $3.39M
2.7K $561K
PWR
Quanta Services, Inc.

Industrials
-10.4K
- 91.65%
$239.58 - $298.23 $2.5M - $3.11M
950 $283K
UPS
United Parcel Service Inc

Industrials
-22.3K
- 71.47%
$123.32 - $147.38 $2.75M - $3.28M
8.9K $1.21M
VKTX
Viking Therapeutics, Inc.

Healthcare
-43.9K
- 80.26%
$49.84 - $70.47 $2.19M - $3.09M
10.8K $683K
PM
Philip Morris International Inc.

Consumer Defensive
-22.4K
- 92.58%
$101.25 - $127.45 $2.27M - $2.86M
1.8K $217K
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.5K
- 89.93%
$517.38 - $573.86 $2.33M - $2.58M
504 $289K
NKE
Nike, Inc.

Consumer Cyclical
-27.9K
- 75.71%
$71.09 - $89.44 $1.98M - $2.49M
8.94K $790K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-4.03K
- 29.2%
$523.84 - $572.02 $2.11M - $2.31M
9.77K $5.57M
HON
Honeywell International Inc

Industrials
-11.1K
- 86.79%
$196.73 - $220.21 $2.18M - $2.44M
1.69K $349K
XOM
Exxon Mobil Corp

Energy
-17.4K
- 29.47%
$109.72 - $119.0 $1.91M - $2.08M
41.7K $4.89M
UL
Unilever PLC

Consumer Defensive
-31K
- 77.86%
$54.7 - $65.59 $1.7M - $2.04M
8.83K $573K
MAR
Marriott International Inc

Consumer Cyclical
-8.08K
- 83.72%
$211.35 - $255.11 $1.71M - $2.06M
1.57K $390K
LOW
Lowes Companies Inc

Consumer Cyclical
-6.96K
- 67.73%
$213.3 - $270.78 $1.48M - $1.89M
3.32K $898K
OTIS
Otis Worldwide Corp

Industrials
-16.7K
- 86.9%
$91.43 - $104.43 $1.53M - $1.75M
2.52K $262K
TGT
Target Corp

Consumer Defensive
-11.1K
- 70.98%
$133.47 - $159.25 $1.48M - $1.77M
4.54K $707K
SLB
Schlumberger Limited

Energy
-38.8K
- 84.82%
$39.57 - $49.67 $1.53M - $1.93M
6.94K $291K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-17.9K
- 73.26%
$76.94 - $79.54 $1.37M - $1.42M
6.52K $517K
PAYX
Paychex Inc

Industrials
-10K
- 70.48%
$116.17 - $135.19 $1.17M - $1.36M
4.21K $564K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-3.18K
- 71.89%
$386.81 - $423.12 $1.23M - $1.35M
1.24K $526K
PFE
Pfizer Inc

Healthcare
-46.3K
- 59.32%
$27.7 - $31.39 $1.28M - $1.45M
31.8K $918K
DHI
Horton D R Inc

Consumer Cyclical
-6.91K
- 73.74%
$135.21 - $197.06 $934K - $1.36M
2.46K $469K
WY
Weyerhaeuser CO

Real Estate
-38.8K
- 85.18%
$27.05 - $33.84 $1.05M - $1.31M
6.75K $228K
META
Meta Platforms, Inc.

Communication Services
-2.12K
- 67.67%
$453.41 - $572.44 $961K - $1.21M
1.01K $579K
GNRC
Generac Holdings Inc.

Industrials
-7.09K
- 83.02%
$133.16 - $159.78 $944K - $1.13M
1.45K $230K
QCOM
Qualcomm Inc

Technology
-6.47K
- 32.76%
$156.12 - $209.64 $1.01M - $1.36M
13.3K $2.26M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.06K
- 35.7%
$245.82 - $304.51 $753K - $933K
5.52K $1.68M
FISV
Fiserv Inc

Technology
-7.45K
- 50.69%
N/A
7.25K $907K
Activity Summary
Buys All Purchases 88 New Holdings 0 Increased Positions 88 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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