Greenleaf Trust Reduced Holdings in Q4 2024

Greenleaf Trust

  • $10.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CSGP
Costar Group, Inc.

Real Estate
-43
- 1.14%
$69.7 - $81.97 $3K - $3.52K
3.71K $265K
MCO
Moodys Corp

Financial Services
-22
- 0.33%
$454.04 - $500.88 $9.99K - $11K
6.69K $3.17M
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
-235
- 0.93%
$1.62 - $2.34 $381 - $550
25.1K $43K
VLY
Valley National Bancorp

Financial Services
-1.93K
- 3.62%
$8.7 - $10.78 $16.7K - $20.8K
51.2K $464K
STLA
Stellantis N.V.

Consumer Cyclical
-175
- 1.63%
$12.37 - $13.99 $2.16K - $2.45K
10.6K $137K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
-115
- 1.0%
$9.98 - $11.7 $1.15K - $1.35K
11.3K $113K
X
United States Steel Corp

Basic Materials
-79
- 0.95%
$30.14 - $42.31 $2.38K - $3.34K
8.24K $280K
IVZ
Invesco Ltd.

Financial Services
-357
- 2.49%
$16.78 - $18.63 $5.99K - $6.65K
14K $244K
OUT
Outfront Media Inc.

Real Estate
-55
- 0.49%
$17.48 - $19.36 $961 - $1.06K
11.3K $200K
VO
Vanguard Mid Cap ETF

ETFs
-28
- 2.36%
$261.5 - $284.63 $7.32K - $7.97K
1.16K $305K
CMA
Comerica Inc

Financial Services
-354
- 4.02%
$57.88 - $72.73 $20.5K - $25.7K
8.46K $523K
CHD
Church & Dwight CO Inc

Consumer Defensive
-44
- 0.57%
$99.11 - $112.25 $4.36K - $4.94K
7.7K $805K
AKAM
Akamai Technologies Inc

Technology
-21
- 0.92%
N/A
2.26K $205K
LNC
Lincoln National Corp

Financial Services
-142
- 1.31%
$30.46 - $36.84 $4.33K - $5.23K
10.7K $338K
HPE
Hewlett Packard Enterprise CO

Technology
-1.17K
- 4.27%
$19.31 - $23.95 $22.6K - $28K
26.3K $560K
Ge Health Care Technologies Inc
-51
- 0.67%
N/A
7.57K $0
UHALB
Amerco Com Ser N
-73
- 0.49%
N/A
14.9K $0
Healthcare Realty Trust Inc Cl A
-123
- 0.6%
N/A
20.2K $0
Corpay Inc
-257
- 14.01%
N/A
1.58K $0
Atlassian Corp A
-14
- 0.53%
N/A
2.62K $0
Labcorp Holdings Inc
-154
- 2.75%
N/A
5.44K $0
Gsk PLC Adr
-859
- 10.39%
N/A
7.41K $0
Crane Company
-16
- 0.5%
N/A
3.17K $0
VRSN
Verisign Inc

Technology
-130
- 7.75%
$176.68 - $206.96 $23K - $26.9K
1.55K $320K
FLEX
Flex Ltd.

Technology
-1.33K
- 12.01%
$32.52 - $41.3 $43.4K - $55.1K
9.77K $375K
PNR
Pentair PLC

Industrials
-46
- 1.17%
$95.0 - $109.21 $4.37K - $5.02K
3.87K $389K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-3.33K
- 13.49%
$9.71 - $15.34 $32.3K - $51K
21.3K $283K
KRC
Kilroy Realty Corp

Real Estate
-112
- 1.7%
$37.51 - $43.55 $4.2K - $4.88K
6.49K $262K
WCC
Wesco International Inc

Industrials
-125
- 5.21%
$164.11 - $213.19 $20.5K - $26.6K
2.28K $411K
FOXA
Fox Corp

Communication Services
-739
- 10.11%
$41.35 - $49.99 $30.6K - $36.9K
6.57K $319K
M
Macy'S, Inc.

Consumer Cyclical
-293
- 2.04%
$14.56 - $18.1 $4.27K - $5.3K
14.1K $237K
UMBF
Umb Financial Corp

Financial Services
-16
- 0.72%
$101.15 - $127.6 $1.62K - $2.04K
2.21K $248K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-259
- 0.58%
$104.59 - $118.05 $27.1K - $30.6K
44.5K $4.83M
VV
Vanguard Large Cap ETF

ETFs
-52
- 1.09%
$260.27 - $280.65 $13.5K - $14.6K
4.72K $1.27M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-25
- 1.22%
$131.26 - $163.78 $3.28K - $4.09K
2.03K $303K
MTDR
Matador Resources CO

Energy
-534
- 7.54%
$50.33 - $60.91 $26.9K - $32.5K
6.55K $368K
VTRS
Viatris Inc

Healthcare
-651
- 2.04%
$11.32 - $13.37 $7.37K - $8.7K
31.2K $388K
ASB
Associated Banc Corp

Financial Services
-148
- 1.28%
$20.64 - $28.14 $3.05K - $4.16K
11.4K $273K
TDY
Teledyne Technologies Inc

Technology
-74
- 3.37%
$436.59 - $489.24 $32.3K - $36.2K
2.12K $984K
R
Ryder System Inc

Industrials
-13
- 0.48%
$138.78 - $170.03 $1.8K - $2.21K
2.71K $424K
CHTR
Charter Communications, Inc.

Communication Services
-36
- 1.69%
$315.38 - $408.02 $11.4K - $14.7K
2.09K $716K
CNO
Cno Financial Group, Inc.

Financial Services
-39
- 0.26%
$34.0 - $40.5 $1.33K - $1.58K
15.2K $566K
MFG
Mizuho Financial Group Inc

Financial Services
-720
- 1.23%
$4.05 - $5.26 $2.92K - $3.79K
57.9K $283K
SNV
Synovus Financial Corp

Financial Services
-38
- 0.62%
$42.5 - $58.73 $1.62K - $2.23K
6.11K $312K
EVR
Evercore Inc.

Financial Services
-9
- 0.5%
$247.66 - $315.67 $2.23K - $2.84K
1.79K $494K
HSBC
Hsbc Holdings PLC

Financial Services
-765
- 4.08%
$43.83 - $49.51 $33.5K - $37.9K
18K $888K
VNO
Vornado Realty Trust

Real Estate
-80
- 0.41%
$38.63 - $45.76 $3.09K - $3.66K
19.5K $820K
GMED
Globus Medical Inc

Healthcare
-48
- 1.03%
$69.79 - $85.61 $3.35K - $4.11K
4.6K $380K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-216
- 0.38%
$121.89 - $135.52 $26.3K - $29.3K
57.1K $7.14M
Activity Summary
Buys All Purchases 473 New Holdings 36 Increased Positions 437 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Greenleaf Trust Portfolio

Follow Greenleaf Trust and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greenleaf Trust, based on Form 13F filings with the SEC.

News

Stay updated on Greenleaf Trust with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email