Mogy Joel R Investment Counsel Inc Closed Holding Positions

Mogy Joel R Investment Counsel Inc

  • $1.63 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Crane CO
Q2 2022 Filed on Aug 12, 2022
5,290
N/A
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
2,100
$56.81 - $112.28 $119K - $236K
PACW
Pacwest Bancorp

Financial Services
Q2 2022 Filed on Aug 12, 2022
7,000
$25.9 - $42.57 $181K - $298K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2022 Filed on May 12, 2022
2,896
$68.33 - $84.32 $198K - $244K
EWH
Ishares Msci Hong Kong ETF

ETFs
Q1 2022 Filed on May 12, 2022
11,900
$20.96 - $24.65 $249K - $293K
EWY
Ishares Inc Msci South Korea E

ETFs
Q1 2022 Filed on May 12, 2022
3,953
$66.82 - $79.77 $264K - $315K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2022 Filed on May 12, 2022
8,031
$50.06 - $66.81 $402K - $537K
IEV
Ishares Tr Europe ETF

ETFs
Q1 2022 Filed on May 12, 2022
6,600
$44.65 - $55.03 $295K - $363K
CCL
Carnival Corp

Consumer Cyclical
Q1 2022 Filed on May 12, 2022
14,090
$15.53 - $23.31 $219K - $328K
ITW
Illinois Tool Works Inc

Industrials
Q1 2022 Filed on May 12, 2022
2,100
$203.52 - $247.58 $427K - $520K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
3,550
$111.96 - $177.7 $397K - $631K
BIDU
Baidu, Inc.

Communication Services
Q2 2021 Filed on Aug 04, 2021
970
$179.3 - $226.77 $174K - $220K
Dunkin Brands Group Inc
Q4 2020 Filed on Feb 08, 2021
4,000
N/A
BA
Boeing CO

Industrials
Q3 2020 Filed on Nov 12, 2020
1,230
$146.05 - $187.94 $180K - $231K
EXAS
Exact Sciences Corp

Healthcare
Q3 2020 Filed on Nov 12, 2020
2,700
$72.92 - $102.01 $197K - $275K
Raytheon CO
Q2 2020 Filed on Aug 11, 2020
8,880
N/A
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2020 Filed on May 08, 2020
2,160
$68.69 - $121.9 $148K - $263K
SRE
Sempra Energy

Utilities
Q1 2020 Filed on May 08, 2020
1,700
$88.62 - $161.13 $151K - $274K
REXR
Rexford Industrial Realty, Inc.

Real Estate
Q1 2020 Filed on May 08, 2020
4,871
$33.95 - $53.35 $165K - $260K
USB
Us Bancorp \De\

Financial Services
Q1 2020 Filed on May 08, 2020
5,759
$28.93 - $59.2 $167K - $341K
PSX
Phillips 66

Energy
Q1 2020 Filed on May 08, 2020
1,857
$42.09 - $112.2 $78.2K - $208K
Equity Residential Operating
Q4 2019 Filed on Jan 29, 2020
16,029
N/A
Fmi Common Stock Fund
Q4 2019 Filed on Jan 29, 2020
9,848
N/A
Fidelity Contrafund
Q4 2019 Filed on Jan 29, 2020
10,710
N/A
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
Q4 2019 Filed on Jan 29, 2020
113,090
$103.26 - $108.98 $11.7M - $12.3M
T Rowe Price Growth Stock Fd
Q4 2019 Filed on Jan 29, 2020
6,224
N/A
T Rowe Price Mid Cap Growth
Q4 2019 Filed on Jan 29, 2020
3,552
N/A
SENS
Senseonics Holdings, Inc.

Healthcare
Q3 2019 Filed on Oct 31, 2019
15,000
$0.97 - $1.94 $14.6K - $29.1K
RDS-A
Shell PLC

Energy
Q2 2019 Filed on Aug 08, 2019
3,536
$54.29 - $58.43 $192K - $207K
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2019 Filed on Aug 08, 2019
3,825
$91.87 - $117.18 $351K - $448K
BP
Bp PLC

Energy
Q2 2019 Filed on Aug 08, 2019
6,300
$40.44 - $45.23 $255K - $285K
LAZ
Lazard LTD

Financial Services
Q2 2019 Filed on Aug 08, 2019
18,070
$31.16 - $40.5 $563K - $732K
General Electric CO
Q1 2019 Filed on Apr 30, 2019
10,843
N/A
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2019 Filed on Apr 30, 2019
9,091
$31.87 - $48.26 $290K - $439K
CVS
Cvs Health Corp

Healthcare
Q4 2018 Filed on Feb 06, 2019
2,757
$62.92 - $80.8 $173K - $223K
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2018 Filed on Feb 06, 2019
5,820
$35.84 - $43.38 $209K - $252K
TXT
Textron Inc

Industrials
Q4 2018 Filed on Feb 06, 2019
3,328
$44.16 - $71.82 $147K - $239K
SLB
Schlumberger Limited

Energy
Q4 2018 Filed on Feb 06, 2019
4,888
$35.19 - $63.11 $172K - $308K
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q4 2018 Filed on Feb 06, 2019
13,437
$10.62 - $14.75 $143K - $198K
Financial Engines
Q3 2018 Filed on Nov 05, 2018
4,693
N/A
Time Warner Inc
Q2 2018 Filed on Aug 03, 2018
36,420
N/A
Powershares Qqq Trust
Q2 2018 Filed on Aug 03, 2018
1,338
N/A
JCI
Johnson Controls International PLC

Industrials
Q1 2018 Filed on May 02, 2018
14,300
$34.29 - $41.43 $490K - $592K
Priceline Grp Inc
Q1 2018 Filed on May 02, 2018
930
N/A
ADNT
Adient PLC

Consumer Cyclical
Q1 2018 Filed on May 02, 2018
2,806
$57.58 - $83.87 $162K - $235K
BEN
Franklin Resources Inc

Financial Services
Q4 2017 Filed on Feb 07, 2018
4,800
$40.45 - $45.07 $194K - $216K
HSIC
Henry Schein Inc

Healthcare
Q4 2017 Filed on Feb 07, 2018
86,430
$52.16 - $66.3 $4.51M - $5.73M
Parexel Intl Corp
Q4 2017 Filed on Feb 07, 2018
2,350
N/A
Allergan PLC
Q4 2017 Filed on Feb 07, 2018
15,276
N/A
Track This Portfolio

Track Mogy Joel R Investment Counsel Inc Portfolio

Follow Mogy Joel R Investment Counsel Inc 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 Mogy Joel R Investment Counsel Inc, based on Form 13F filings with the SEC.

News

Stay updated on Mogy Joel R Investment Counsel Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email