Epoch Investment Partners, Inc. Reduced Holdings in Q4 2024

Epoch Investment Partners, Inc.

  • $19.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-215K
- 15.59%
$406.35 - $454.46 $87.5M - $97.8M
1.17M $491M
UNH
Unitedhealth Group Inc

Healthcare
-69K
- 8.83%
$485.52 - $625.25 $33.5M - $43.2M
713K $361M
CVS
Cvs Health Corp

Healthcare
-925K
- 43.63%
$43.78 - $67.46 $40.5M - $62.4M
1.19M $53.6M
ZTS
Zoetis Inc.

Healthcare
-160K
- 10.08%
$162.24 - $194.42 $25.9M - $31.1M
1.43M $232M
AMT
American Tower Corp

Real Estate
-316K
- 82.93%
$179.4 - $232.01 $56.6M - $73.2M
64.9K $11.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-99.1K
- 40.25%
$501.29 - $612.85 $49.7M - $60.7M
147K $76.5M
LLY
Eli Lilly & CO

Healthcare
-60K
- 24.52%
$727.2 - $932.06 $43.6M - $55.9M
185K $143M
IRM
Iron Mountain Inc

Real Estate
-521K
- 41.09%
$101.62 - $128.14 $53M - $66.8M
748K $78.6M
NVR
Nvr Inc

Consumer Cyclical
-2.94K
- 11.82%
$8101.21 - $9940.51 $23.8M - $29.2M
21.9K $179M
CVX
Chevron Corp

Energy
-364K
- 43.18%
$141.15 - $162.53 $51.4M - $59.2M
479K $69.4M
EVR
Evercore Inc.

Financial Services
-210K
- 77.62%
$247.66 - $315.67 $52.1M - $66.4M
60.7K $16.8M
AAPL
Apple Inc.

Technology
-302K
- 18.27%
$221.69 - $259.02 $67M - $78.3M
1.35M $339M
KLAC
Kla Corp

Technology
-8.23K
- 3.05%
$614.46 - $829.55 $5.06M - $6.83M
261K $165M
EHC
Encompass Health Corp

Healthcare
-365K
- 21.94%
$92.35 - $103.77 $33.7M - $37.9M
1.3M $120M
CUBE
Cube Smart

Real Estate
-682K
- 78.7%
$41.74 - $53.03 $28.5M - $36.2M
185K $7.91M
ABBV
Abb Vie Inc.

Healthcare
-99.4K
- 10.83%
$164.99 - $203.87 $16.4M - $20.3M
818K $145M
STZ
Constellation Brands, Inc.

Consumer Defensive
-99.8K
- 29.35%
$219.66 - $257.62 $21.9M - $25.7M
240K $53.1M
MLI
Mueller Industries Inc

Industrials
-447K
- 70.72%
$71.2 - $95.34 $31.8M - $42.6M
185K $14.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-57.3K
- 16.81%
$442.29 - $483.08 $25.3M - $27.7M
284K $129M
NEE
Nextera Energy Inc

Utilities
-165K
- 13.05%
$69.77 - $85.43 $11.5M - $14.1M
1.1M $78.9M
MRK
Merck & Co., Inc.

Healthcare
-159K
- 18.91%
$96.31 - $114.76 $15.3M - $18.3M
682K $67.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-499K
- 46.65%
$55.73 - $66.16 $27.8M - $33M
570K $34.4M
JNJ
Johnson & Johnson

Healthcare
-92.2K
- 16.2%
$143.34 - $165.86 $13.2M - $15.3M
477K $69M
CW
Curtiss Wright Corp

Industrials
-87.4K
- 28.36%
$335.08 - $389.49 $29.3M - $34M
221K $78.3M
LMT
Lockheed Martin Corp

Industrials
-20.1K
- 15.46%
$479.66 - $614.62 $9.65M - $12.4M
110K $53.4M
ADI
Analog Devices Inc

Technology
-57.7K
- 9.93%
$206.35 - $236.48 $11.9M - $13.6M
523K $111M
YUM
Yum Brands Inc

Consumer Cyclical
-104K
- 6.86%
$130.36 - $139.54 $13.6M - $14.6M
1.42M $190M
MDT
Medtronic PLC

Healthcare
-124K
- 11.09%
$79.61 - $92.24 $9.89M - $11.5M
996K $79.6M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-215K
- 8.84%
$74.71 - $79.24 $16M - $17M
2.21M $170M
HD
Home Depot, Inc.

Consumer Cyclical
-41.3K
- 20.98%
$385.02 - $431.37 $15.9M - $17.8M
156K $60.6M
PG
Procter & Gamble CO

Consumer Defensive
-106K
- 41.83%
$161.05 - $179.7 $17.1M - $19.1M
148K $24.8M
ADBE
Adobe Inc.

Technology
-5.59K
- 2.73%
$437.39 - $552.96 $2.44M - $3.09M
199K $88.6M
AXP
American Express CO

Financial Services
-139K
- 14.91%
$267.35 - $305.57 $37.2M - $42.5M
795K $236M
KO
Coca Cola CO

Consumer Defensive
-134K
- 14.33%
$61.74 - $71.71 $8.28M - $9.61M
801K $49.9M
META
Meta Platforms, Inc.

Communication Services
-55.6K
- 6.17%
$554.08 - $632.68 $30.8M - $35.2M
846K $499M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
-89.8K
- 7.54%
$36.84 - $53.4 $3.31M - $4.8M
1.1M $40.9M
IBN
Icici Bank LTD

Financial Services
-557K
- 96.14%
$28.69 - $31.9 $16M - $17.8M
22.4K $667K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-75.6K
- 58.86%
$165.45 - $196.93 $12.5M - $14.9M
52.8K $8.76M
MET
Metlife Inc

Financial Services
-177K
- 10.62%
$78.15 - $88.25 $13.8M - $15.6M
1.49M $122M
MANH
Manhattan Associates Inc

Technology
-43.5K
- 13.35%
$263.36 - $309.78 $11.4M - $13.5M
282K $76.2M
AEP
American Electric Power CO Inc

Utilities
-59.8K
- 6.58%
$90.91 - $102.21 $5.44M - $6.12M
849K $78.3M
VZ
Verizon Communications Inc

Communication Services
-125K
- 6.39%
$39.6 - $45.21 $4.94M - $5.64M
1.83M $73M
APH
Amphenol Corp

Technology
-289K
- 21.83%
$62.07 - $75.35 $17.9M - $21.8M
1.03M $71.9M
IBM
International Business Machines Corp

Technology
-59.1K
- 7.11%
$204.9 - $238.04 $12.1M - $14.1M
772K $170M
EPD
Enterprise Products Partners L.P.

Energy
-598K
- 27.61%
$28.66 - $34.43 $17.1M - $20.6M
1.57M $49.2M
MSM
Msc Industrial Direct CO Inc

Industrials
-29.7K
- 2.99%
$73.09 - $90.18 $2.17M - $2.68M
963K $71.9M
WMS
Advanced Drainage Systems, Inc.

Industrials
-22.8K
- 8.78%
$114.63 - $163.52 $2.61M - $3.73M
237K $27.4M
PM
Philip Morris International Inc.

Consumer Defensive
-96.9K
- 9.65%
$118.38 - $133.06 $11.5M - $12.9M
907K $109M
BBY
Best Buy CO Inc

Consumer Cyclical
-21.8K
- 3.66%
$85.2 - $101.35 $1.86M - $2.21M
574K $49.2M
Activity Summary
Buys All Purchases 118 New Holdings 27 Increased Positions 91 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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