Greenleaf Trust Sells in Q4 2024

Greenleaf Trust

  • $10.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
-780K
- 4.21%
$345.14 - $392.15 $269M - $306M
17.7M $6.39B
IEFA
Ishares Tr

ETFs
-691
- 0.02%
$70.06 - $77.43 $48.4K - $53.5K
2.82M $198M
EEM
Ishares Msci Emerging Markets

ETFs
-190K
- 8.27%
$41.82 - $47.36 $7.96M - $9.02M
2.11M $88.4M
AMT
American Tower Corp

Real Estate
-1.88K
- 1.14%
$179.4 - $232.01 $337K - $436K
163K $29.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-38.3K
- 4.55%
$113.92 - $127.38 $4.36M - $4.88M
804K $92.6M
DHR
Danaher Corp

Healthcare
-1.21K
- 1.2%
$226.16 - $274.52 $274K - $333K
99.5K $22.8M
LLY
Eli Lilly & CO

Healthcare
-2.37K
- 8.33%
$727.2 - $932.06 $1.72M - $2.21M
26.1K $20.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-80.9K
- 3.35%
$61.68 - $67.87 $4.99M - $5.49M
2.33M $145M
MSFT
Microsoft Corp

Technology
-4.85K
- 1.47%
$406.35 - $454.46 $1.97M - $2.2M
326K $137M
IEMG
Ishares Inc

ETFs
-82.9K
- 7.58%
N/A
1.01M $54.2M
ADBE
Adobe Inc.

Technology
-333
- 0.76%
$437.39 - $552.96 $146K - $184K
43.5K $19.3M
JNJ
Johnson & Johnson

Healthcare
-10.1K
- 10.34%
$143.34 - $165.86 $1.45M - $1.68M
88K $12.7M
VEU
Vanguard Ftse All World Ex Us

ETFs
-4.35K
- 1.06%
$57.29 - $63.1 $249K - $274K
404K $23.2M
PEP
Pepsico Inc

Consumer Defensive
-4.29K
- 4.5%
$151.29 - $176.1 $649K - $755K
91K $13.8M
PFE
Pfizer Inc

Healthcare
-60.8K
- 20.45%
$24.8 - $30.19 $1.51M - $1.84M
236K $6.27M
AMD
Advanced Micro Devices Inc

Technology
-3.27K
- 8.43%
$118.88 - $172.8 $389K - $565K
35.5K $4.29M
KO
Coca Cola CO

Consumer Defensive
-1.93K
- 1.1%
$61.74 - $71.71 $119K - $139K
174K $10.8M
SPGI
S&P Global Inc.

Financial Services
-772
- 1.05%
$480.36 - $529.17 $371K - $409K
72.5K $36.1M
ELV
Elevance Health, Inc.

Healthcare
-1.16K
- 16.48%
$365.96 - $514.62 $425K - $598K
5.89K $2.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-897
- 0.64%
$442.29 - $483.08 $397K - $433K
140K $63.4M
ROP
Roper Technologies Inc

Industrials
-19
- 0.05%
$519.85 - $575.95 $9.88K - $10.9K
36.6K $19.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-115
- 0.93%
$501.29 - $612.85 $57.6K - $70.5K
12.3K $6.39M
NVO
Novo Nordisk A S

Healthcare
-152
- 0.42%
$85.0 - $120.04 $12.9K - $18.2K
35.7K $3.07M
CMCSA
Comcast Corp

Communication Services
-19K
- 17.14%
$37.39 - $45.14 $712K - $860K
92.1K $3.45M
AMGN
Amgen Inc

Healthcare
-143
- 0.81%
$258.78 - $328.31 $37K - $46.9K
17.6K $4.59M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-1.97K
- 0.92%
$36.15 - $41.9 $71.3K - $82.6K
213K $7.73M
VCIT
Vanguard Intermediate Term Cor

ETFs
-10.6K
- 27.98%
$80.13 - $83.77 $853K - $892K
27.4K $2.2M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-2.63K
- 72.39%
$338.38 - $446.21 $889K - $1.17M
1K $435K
HBAN
Huntington Bancshares Inc

Financial Services
-108K
- 21.03%
$14.18 - $18.2 $1.53M - $1.97M
406K $6.6M
GE
General Electric CO

Industrials
-2.58K
- 10.79%
$159.95 - $194.23 $413K - $501K
21.3K $3.56M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-38K
- 55.28%
$18.42 - $22.58 $700K - $858K
30.7K $579K
DEO
Diageo PLC

Consumer Defensive
-6.34K
- 66.41%
$118.0 - $139.88 $748K - $887K
3.21K $407K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-117K
- 83.07%
$7.33 - $12.37 $854K - $1.44M
23.7K $251K
KLAC
Kla Corp

Technology
-357
- 8.6%
$614.46 - $829.55 $219K - $296K
3.79K $2.39M
MCHP
Microchip Technology Inc

Technology
-2.91K
- 10.55%
$55.51 - $79.05 $162K - $230K
24.7K $1.42M
HSY
Hershey CO

Consumer Defensive
-2.8K
- 21.45%
$168.67 - $193.65 $472K - $541K
10.2K $1.73M
SHEL
Shell PLC

Energy
-10.2K
- 35.09%
$60.63 - $70.23 $616K - $713K
18.8K $1.18M
CVS
Cvs Health Corp

Healthcare
-6.45K
- 27.57%
$43.78 - $67.46 $282K - $435K
16.9K $760K
MCD
Mcdonalds Corp

Consumer Cyclical
-724
- 2.16%
$288.47 - $316.54 $209K - $229K
32.9K $9.53M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-42
- 2.15%
$701.85 - $1046.91 $29.5K - $44K
1.91K $1.36M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-7K
- 66.97%
$88.59 - $94.57 $620K - $662K
3.45K $306K
DOW
Dow Inc.

Basic Materials
-2.29K
- 6.01%
$39.1 - $55.34 $89.6K - $127K
35.8K $1.44M
NEM
Newmont Corp

Basic Materials
-4.63K
- 16.74%
$37.0 - $58.68 $171K - $271K
23K $856K
CCI
Crown Castle International Corp

Real Estate
-3.32K
- 32.57%
$89.78 - $119.11 $298K - $395K
6.87K $623K
TM
Toyota Motor Corp

Consumer Cyclical
-3.9K
- 33.49%
$169.2 - $199.52 $660K - $779K
7.75K $1.51M
SBUX
Starbucks Corp

Consumer Cyclical
-3.61K
- 10.07%
$87.44 - $102.5 $316K - $370K
32.2K $2.94M
PLD
Prologis, Inc.

Real Estate
-1.07K
- 5.2%
$101.4 - $126.96 $108K - $135K
19.4K $2.05M
CHKP
Check Point Software Technologies LTD

Technology
-2.55K
- 39.93%
$170.18 - $209.01 $434K - $533K
3.84K $715K
VTV
Vanguard Value ETF

ETFs
-2.53K
- 18.28%
$168.32 - $181.87 $426K - $460K
11.3K $1.92M
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
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