Simon Quick Advisors, LLC Purchases in Q4 2024

Simon Quick Advisors, LLC

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EME
Emcor Group, Inc.

Industrials
173
+ 20.47%
$427.96 - $526.95 $74K - $91.2K
1.02K $462K
VST
Vistra Corp.

Utilities
336
+ 12.74%
$115.74 - $166.61 $38.9K - $56K
2.97K $410K
SCHG
Schwab Strategic Tr Us Large C

ETFs
40.8K
+ 299.54%
$25.93 - $105.3 $1.06M - $4.29M
54.4K $1.52M
KKR
Kkr & Co. Inc.

Financial Services
360
+ 14.65%
$129.87 - $162.87 $46.8K - $58.6K
2.82K $416K
SCHW
Schwab Charles Corp

Financial Services
221
+ 2.61%
$63.31 - $82.85 $14K - $18.3K
8.69K $642K
MCK
Mckesson Corp

Healthcare
89
+ 15.42%
$482.27 - $628.5 $42.9K - $55.9K
666 $379K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
244
+ 12.1%
$229.83 - $258.46 $56.1K - $63.1K
2.26K $558K
CACI
Caci International Inc

Technology
213
+ 45.81%
N/A
678 $290K
CME
Cme Group Inc.

Financial Services
338
+ 28.52%
$221.17 - $246.02 $74.8K - $83.2K
1.52K $353K
ROP
Roper Technologies Inc

Industrials
202
+ 49.88%
$519.85 - $575.95 $105K - $116K
607 $315K
SAP
Sap Se

Technology
244
+ 16.79%
$218.13 - $255.54 $53.2K - $62.4K
1.7K $417K
GLW
Corning Inc

Technology
1.56K
+ 34.2%
$44.11 - $49.76 $68.7K - $77.5K
6.11K $290K
PCAR
Paccar Inc

Industrials
654
+ 21.16%
$97.92 - $118.41 $64K - $77.4K
3.75K $389K
SYY
Sysco Corp

Consumer Defensive
1.17K
+ 30.12%
$73.63 - $81.77 $86.1K - $95.7K
5.06K $386K
KMI
Kinder Morgan, Inc.

Energy
1.23K
+ 13.57%
$22.59 - $28.54 $27.9K - $35.2K
10.3K $282K
SUB
Ishares Short Term National Mu

ETFs
849
+ 6.93%
$104.94 - $106.2 $89.1K - $90.2K
13.1K $1.38M
XLP
Consumer Staples Sector Spdr

ETFs
1.06K
+ 32.77%
N/A
4.27K $324K
EQIX
Equinix Inc

Real Estate
64
+ 20.38%
$865.69 - $985.0 $55.4K - $63K
378 $356K
RBLX
Roblox Corp

Communication Services
217
+ 4.62%
$39.86 - $61.45 $8.65K - $13.3K
4.92K $284K
GM
General Motors CO

Consumer Cyclical
433
+ 6.91%
$44.82 - $60.2 $19.4K - $26.1K
6.7K $357K
RTX
Raytheon Technologies Corp

Industrials
901
+ 16.88%
$114.45 - $127.21 $103K - $115K
6.24K $721K
GBDC
Golub Capital Bdc, Inc.

Financial Services
4.68K
+ 6.05%
$14.69 - $15.67 $68.8K - $73.4K
82.1K $1.24M
DE
Deere & CO

Industrials
161
+ 17.75%
$389.45 - $466.0 $62.7K - $75K
1.07K $452K
QCOM
Qualcomm Inc

Technology
863
+ 24.28%
$150.4 - $178.04 $130K - $154K
4.42K $678K
EA
Electronic Arts Inc.

Communication Services
430
+ 12.34%
$140.69 - $167.97 $60.5K - $72.2K
3.92K $572K
CDNS
Cadence Design Systems Inc

Technology
131
+ 11.88%
$249.1 - $324.54 $32.6K - $42.5K
1.23K $370K
ETN
Eaton Corp PLC

Industrials
212
+ 11.61%
$326.96 - $377.52 $69.3K - $80K
2.04K $676K
MDT
Medtronic PLC

Healthcare
1.35K
+ 35.54%
$79.61 - $92.24 $108K - $125K
5.16K $412K
DASH
Door Dash, Inc.

Communication Services
167
+ 9.88%
$141.93 - $180.48 $23.7K - $30.1K
1.86K $311K
APH
Amphenol Corp

Technology
541
+ 7.37%
$62.07 - $75.35 $33.6K - $40.8K
7.88K $547K
TTWO
Take Two Interactive Software Inc

Communication Services
127
+ 8.52%
$147.66 - $190.46 $18.8K - $24.2K
1.62K $297K
XEL
Xcel Energy Inc

Utilities
832
+ 15.79%
$62.16 - $72.92 $51.7K - $60.7K
6.1K $411K
XLI
Industrial Sector Spdr

ETFs
568
+ 24.33%
$131.76 - $143.99 $74.8K - $81.8K
2.9K $382K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
94
+ 1.54%
$180.39 - $205.43 $17K - $19.3K
6.19K $1.17M
VICR
Vicor Corp

Technology
324
+ 4.13%
$40.19 - $60.94 $13K - $19.7K
8.18K $395K
PG
Procter & Gamble CO

Consumer Defensive
1.02K
+ 5.19%
$161.05 - $179.7 $163K - $182K
20.6K $3.45M
UNP
Union Pacific Corp

Industrials
537
+ 16.33%
$223.15 - $249.32 $120K - $134K
3.83K $872K
MAR
Marriott International Inc

Consumer Cyclical
132
+ 16.1%
$246.06 - $292.59 $32.5K - $38.6K
952 $265K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
637
+ 7.21%
$55.73 - $66.16 $35.5K - $42.1K
9.47K $571K
BK
Bank Of New York Mellon Corp

Financial Services
468
+ 9.51%
$70.82 - $81.87 $33.1K - $38.3K
5.39K $414K
PAYX
Paychex Inc

Industrials
183
+ 3.41%
$135.86 - $148.73 $24.9K - $27.2K
5.54K $777K
CMI
Cummins Inc

Industrials
106
+ 12.44%
$324.93 - $383.42 $34.4K - $40.6K
958 $333K
CVLT
Commvault Systems Inc

Technology
419
+ 20.68%
$132.26 - $177.6 $55.4K - $74.4K
2.45K $368K
MSCI
Msci Inc.

Financial Services
60
+ 5.26%
$569.09 - $635.99 $34.1K - $38.2K
1.2K $720K
TTD
Trade Desk, Inc.

Technology
223
+ 6.3%
$108.7 - $139.51 $24.2K - $31.1K
3.77K $442K
DEI
Douglas Emmett Inc

Real Estate
467
+ 1.01%
$17.33 - $20.32 $8.09K - $9.49K
46.6K $865K
LAB
Standard Biotools Inc.

Healthcare
31.1K
New
$1.5 - $2.26 $46.6K - $70.3K
31.1K $54K
ROL
Rollins Inc

Consumer Cyclical
1.57K
+ 34.93%
$46.35 - $51.59 $72.9K - $81.2K
6.08K $281K
EOG
Eog Resources Inc

Energy
447
+ 10.83%
$118.22 - $136.54 $52.8K - $61K
4.58K $560K
Activity Summary
Buys All Purchases 357 New Holdings 71 Increased Positions 286 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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