Everett Harris & CO Reduced Holdings in Q3 2024

Everett Harris & CO

  • $8 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-46.1K
- 0.71%
$119.07 - $145.42 $5.49M - $6.71M
6.44M $767M
GOOG
Alphabet Inc.

Communication Services
-19.7K
- 0.95%
$149.54 - $192.66 $2.95M - $3.8M
2.07M $346M
MSFT
Microsoft Corp

Technology
-11.9K
- 0.78%
$395.15 - $467.56 $4.71M - $5.57M
1.52M $654M
GOOGL
Alphabet Inc.

Communication Services
-1.69K
- 0.29%
$148.65 - $191.18 $251K - $323K
579K $96M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.21K
- 0.6%
$161.02 - $200.0 $999K - $1.24M
1.02M $190M
EXPD
Expeditors International Of Washington Inc

Industrials
-76.8K
- 26.37%
$116.1 - $131.42 $8.91M - $10.1M
214K $28.2M
EW
Edwards Lifesciences Corp

Healthcare
-7.04K
- 7.19%
$59.7 - $93.78 $420K - $660K
90.9K $6M
SCHW
Schwab Charles Corp

Financial Services
-1.87K
- 0.89%
$61.74 - $76.08 $115K - $142K
209K $13.6M
QCOM
Qualcomm Inc

Technology
-1.07K
- 3.27%
$156.12 - $209.64 $166K - $223K
31.5K $5.35M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-5.05K
- 5.45%
$147.95 - $191.05 $748K - $966K
87.7K $15.2M
UPS
United Parcel Service Inc

Industrials
-1.39K
- 1.4%
$123.32 - $147.38 $172K - $205K
98.2K $13.4M
OGN
Organon & Co.

Healthcare
-8.24K
- 16.97%
$18.65 - $23.03 $154K - $190K
40.3K $770K
LLY
Eli Lilly & CO

Healthcare
-59
- 0.65%
$772.14 - $960.02 $45.6K - $56.6K
8.98K $7.95M
PSX
Phillips 66

Energy
-475
- 2.85%
$125.0 - $147.17 $59.4K - $69.9K
16.2K $2.13M
IEMG
Ishares Inc

ETFs
-4.44K
- 3.28%
$53.64 - $53.64 $238K - $238K
131K $7.03M
CVS
Cvs Health Corp

Healthcare
-4.19K
- 20.12%
$55.81 - $63.18 $234K - $265K
16.6K $1.04M
UTMD
Utah Medical Products Inc

Healthcare
-2.77K
- 34.62%
$65.79 - $75.08 $182K - $208K
5.23K $350K
DMLP
Dorchester Minerals, L.P.

Energy
-3.99K
- 4.58%
$28.87 - $32.64 $115K - $130K
83.1K $2.51M
BA
Boeing CO

Industrials
-152
- 2.9%
$152.04 - $190.6 $23.1K - $29K
5.09K $773K
FDX
Fedex Corp

Industrials
-120
- 2.41%
$254.64 - $313.52 $30.6K - $37.6K
4.86K $1.33M
EMR
Emerson Electric CO

Industrials
-1.17K
- 3.02%
$98.19 - $118.87 $115K - $139K
37.6K $4.11M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.13K
- 2.88%
$104.47 - $116.17 $118K - $131K
38.1K $4.11M
HON
Honeywell International Inc

Industrials
-386
- 5.18%
$196.73 - $220.21 $75.9K - $85K
7.07K $1.46M
WFC
Wells Fargo & Company

Financial Services
-430
- 1.58%
$51.58 - $60.97 $22.2K - $26.2K
26.8K $1.51M
VIG
Vanguard Dividend Appreciation

ETFs
-492
- 6.64%
$182.15 - $182.15 $89.6K - $89.6K
6.92K $1.26M
PCAR
Paccar Inc

Industrials
-25
- 0.21%
$91.64 - $109.98 $2.29K - $2.75K
11.8K $1.16M
AEP
American Electric Power CO Inc

Utilities
-1K
- 26.95%
$87.11 - $104.95 $87.1K - $105K
2.71K $278K
SU
Suncor Energy Inc

Energy
-44
- 0.15%
$36.06 - $41.7 $1.59K - $1.83K
28.7K $1.06M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.76K
- 11.48%
$41.9 - $48.26 $116K - $133K
21.3K $1.02M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-760
- 16.86%
$48.99 - $61.11 $37.2K - $46.4K
3.75K $227K
CLNE
Clean Energy Fuels Corp.

Energy
-13K
- 52.0%
$2.24 - $3.32 $29.1K - $43.2K
12K $37K
POST
Post Holdings, Inc.

Consumer Defensive
-600
- 15.36%
$103.64 - $118.23 $62.2K - $70.9K
3.31K $382K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-2.69K
- 16.53%
$18.12 - $21.31 $48.8K - $57.4K
13.6K $289K
CNP
Centerpoint Energy Inc

Utilities
-50
- 0.57%
$25.63 - $30.55 $1.28K - $1.53K
8.68K $255K
VEA
Vanguard Ftse Developed Market

ETFs
-1.14K
- 7.24%
$47.6 - $53.31 $54.2K - $60.7K
14.6K $770K
CAH
Cardinal Health Inc

Healthcare
-1.53K
- 11.05%
$93.74 - $114.66 $143K - $175K
12.3K $1.36M
Ge Vernova Inc
-99
- 5.73%
N/A
1.63K $0
Brookfield Corp
-69
- 0.22%
N/A
32K $0
FRPH
Frp Holdings, Inc.

Real Estate
-250
- 3.25%
$27.48 - $30.48 $6.87K - $7.62K
7.43K $221K
SILV
Silver Crest Metals Inc.

Basic Materials
-4.11K
- 10.03%
$7.39 - $10.22 $30.4K - $42K
36.9K $341K
EBAY
Ebay Inc

Consumer Cyclical
-2.29K
- 15.74%
$52.61 - $65.44 $120K - $150K
12.2K $796K
IWM
Ishares Russell 2000 ETF

ETFs
-10
- 0.9%
$200.87 - $224.6 $2.01K - $2.25K
1.1K $243K
SA
Seabridge Gold Inc

Basic Materials
-1.3K
- 10.0%
$13.33 - $18.56 $17.3K - $24.1K
11.7K $196K
PAC
Pacific Airport Group

Industrials
-100
- 4.9%
$150.24 - $184.66 $15K - $18.5K
1.94K $337K
LEVI
Levi Strauss & CO

Consumer Cyclical
-275
- 1.99%
$16.95 - $21.8 $4.66K - $6K
13.5K $294K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-19
- 0.57%
$105.53 - $118.34 $2.01K - $2.25K
3.29K $385K
EEM
Ishares Msci Emerging Markets

ETFs
-300
- 1.8%
$40.42 - $46.7 $12.1K - $14K
16.4K $752K
BX
Blackstone Inc.

Financial Services
-10
- 0.51%
$120.77 - $159.66 $1.21K - $1.6K
1.95K $298K
GE
General Electric CO

Industrials
-875
- 11.17%
$156.66 - $189.66 $137K - $166K
6.96K $1.31M
Activity Summary
Buys All Purchases 82 New Holdings 8 Increased Positions 74 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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