Stack Financial Management, Inc Purchases and Sells in Q4 2024

Stack Financial Management, Inc

10 operations

Stock	Shares change	Price Range	Shares Held
AEP	108K + 56.74%	$90.91 - $102.21 $9.85M - $11.1M	299K $27.6M
SPY	65 + 4.19%	$567.81 - $607.81 $36.9K - $39.5K	1.62K $946K
JPM	27 + 2.78%	$205.18 - $250.29 $5.54K - $6.76K	998 $239K
XLI	18 + 0.94%	$131.76 - $143.99 $2.37K - $2.59K	1.93K $254K
XLV	90 + 6.28%	$136.28 - $154.74 $12.3K - $13.9K	1.52K $209K
GDX	30 + 0.14%	$33.77 - $44.09 $1.01K - $1.32K	21.8K $739K

4 operations

Stock	Shares change	Price Range	Shares Held
CBOE	109K New	$191.61 - $217.84 $20.9M - $23.7M	109K $21.3M
CAH	108K New	$107.89 - $125.33 $11.7M - $13.6M	108K $12.8M
SPYV	5.64K New	$51.09 - $55.27 $288K - $312K	5.64K $288K
SPYG	2.81K New	$81.74 - $91.38 $230K - $257K	2.81K $247K

35 operations

Stock	Shares change	Price Range	Shares Held
CI	-300 - 0.4%	$265.59 - $358.58 $79.7K - $108K	74.8K $20.7M
MDLZ	-4.1K - 1.17%	$59.25 - $72.99 $243K - $299K	347K $20.8M
NEM	-2.47K - 0.81%	$37.0 - $58.68 $91.3K - $145K	302K $11.2M
LMT	-157 - 0.33%	$479.66 - $614.62 $75.3K - $96.5K	47.1K $22.9M
LHX	-1.46K - 0.97%	$208.94 - $264.22 $306K - $387K	149K $31.3M
UNH	-230 - 0.45%	$485.52 - $625.25 $112K - $144K	51.2K $25.9M

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