Diversified Trust CO Purchases and Sells in Q4 2024

Diversified Trust CO

$3.3 Billion
Q4 2024

Top Buys

Incresed Positions

421 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	49.3K + 8.15%	$221.69 - $259.02 $10.9M - $12.8M	654K $164M
AVGO	9.57K + 5.54%	$159.67 - $250.0 $1.53M - $2.39M	182K $42.3M
TSLA	18K + 50.67%	$213.65 - $479.86 $3.84M - $8.61M	53.4K $21.6M
NVDA	26.2K + 4.13%	$117.0 - $148.88 $3.06M - $3.9M	659K $88.6M
VOO	3.89K + 0.48%	$521.84 - $558.82 $2.03M - $2.17M	813K $438M
GOOGL	18K + 6.38%	$161.86 - $196.66 $2.91M - $3.53M	299K $56.6M

New Holdings

102 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIX	7.07K New	$370.68 - $504.12 $2.62M - $3.56M	7.07K $3M
JEF	27.1K New	$61.95 - $81.75 $1.68M - $2.21M	27.1K $2.12M
ALLE	13.6K New	$130.63 - $153.36 $1.77M - $2.08M	13.6K $1.77M
CDW	8.78K New	$171.49 - $225.64 $1.51M - $1.98M	8.78K $1.53M
PCVX	17.5K New	$80.97 - $117.93 $1.42M - $2.06M	17.5K $1.43M
CCL	54K New	$17.34 - $26.8 $937K - $1.45M	54K $1.35M

Top Sells

Reduced Positions

297 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COKE	-16 - 0.01%	$1124.26 - $1344.96 $18K - $21.5K	146K $184M
KO	-4.75K - 0.86%	$61.74 - $71.71 $293K - $341K	549K $34.2M
K	-62K - 74.72%	$80.34 - $81.29 $4.98M - $5.04M	21K $1.7M
AGG	-38.7K - 18.14%	$96.64 - $101.23 $3.74M - $3.92M	175K $16.9M
AVB	-18K - 95.04%	$216.28 - $237.81 $3.89M - $4.28M	939 $206K
JNJ	-15.3K - 14.61%	$143.34 - $165.86 $2.19M - $2.54M	89.5K $12.9M

Activity Summary All Purchases 523 New Holdings 102 Increased Positions 421 All Sells 297 Reductions 297 Sold out 0 Calls 0 Puts 0

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