Suncoast Equity Management Closed Holding Positions

Suncoast Equity Management

  • $862 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ABBV
Abb Vie Inc.

Healthcare
Q2 2022 Filed on Jul 18, 2022
7,716
$137.62 - $174.96 $1.06M - $1.35M
ABT
Abbott Laboratories

Healthcare
Q1 2022 Filed on Apr 26, 2022
136,593
$114.02 - $139.04 $15.6M - $19M
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 26, 2022
179,639
$93.61 - $194.94 $16.8M - $35M
MPC
Marathon Petroleum Corp

Energy
Q1 2022 Filed on Apr 26, 2022
7,490
$65.66 - $85.5 $492K - $640K
META
Meta Platforms, Inc.

Communication Services
Q1 2022 Filed on Apr 26, 2022
107,477
$186.63 - $338.54 $20.1M - $36.4M
SPGI
S&P Global Inc.

Financial Services
Q1 2022 Filed on Apr 26, 2022
455
$373.37 - $461.1 $170K - $210K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
41,487
$543.48 - $670.97 $22.5M - $27.8M
VMW
Vmware, Inc.

Technology
Q3 2021 Filed on Oct 29, 2021
118,122
$138.03 - $159.48 $16.3M - $18.8M
LMT
Lockheed Martin Corp

Industrials
Q3 2021 Filed on Oct 29, 2021
2,458
$336.05 - $383.48 $826K - $943K
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2021 Filed on May 06, 2021
6,768
$191.87 - $208.85 $1.3M - $1.41M
HON
Honeywell International Inc

Industrials
Q1 2021 Filed on May 06, 2021
2,148
$195.37 - $218.88 $420K - $470K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2020 Filed on Feb 09, 2021
7,057
$36.13 - $38.51 $255K - $272K
PFE
Pfizer Inc

Healthcare
Q4 2020 Filed on Feb 09, 2021
6,198
$33.47 - $42.56 $207K - $264K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q3 2020 Filed on Oct 22, 2020
4,731
$86.46 - $86.63 $409K - $410K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q3 2020 Filed on Oct 22, 2020
8,750
$31.3 - $31.43 $274K - $275K
SBUX
Starbucks Corp

Consumer Cyclical
Q2 2020 Filed on Aug 12, 2020
189,060
$62.62 - $83.56 $11.8M - $15.8M
CBRE
Cbre Group, Inc.

Real Estate
Q1 2020 Filed on May 07, 2020
343,587
$29.83 - $64.25 $10.2M - $22.1M
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
2,407
$59.97 - $123.81 $144K - $298K
Match Group
Q1 2020 Filed on May 07, 2020
2,555
N/A
BDX
Becton Dickinson & CO

Healthcare
Q1 2020 Filed on May 07, 2020
1,722
$195.69 - $279.01 $337K - $480K
ALLE
Allegion PLC

Industrials
Q1 2020 Filed on May 07, 2020
1,785
$78.6 - $138.9 $140K - $248K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2019 Filed on Feb 07, 2020
8,150
$25.15 - $28.52 $205K - $232K
T
At&T Inc.

Communication Services
Q2 2019 Filed on Jul 26, 2019
7,033
$22.89 - $25.31 $161K - $178K
Tallgrass Energy LP Class A Sh
Q2 2019 Filed on Jul 26, 2019
10,930
N/A
Total System Ser
Q2 2019 Filed on Jul 26, 2019
2,875
N/A
Brookfield Ppty Par LP Unit Lt
Q2 2019 Filed on Jul 26, 2019
10,940
N/A
DUK
Duke Energy Corp

Utilities
Q2 2019 Filed on Jul 26, 2019
2,635
$85.53 - $91.12 $225K - $240K
Amerigas Partners LP Unit Int
Q2 2019 Filed on Jul 26, 2019
7,070
N/A
VTR
Ventas, Inc.

Real Estate
Q2 2019 Filed on Jul 26, 2019
3,155
$57.77 - $71.76 $182K - $226K
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2019 Filed on Jul 26, 2019
246,555
$56.88 - $74.6 $14M - $18.4M
WELL
Welltower Inc.

Real Estate
Q2 2019 Filed on Jul 26, 2019
3,545
$71.76 - $84.63 $254K - $300K
Tallgrass Energy Partn Com Uni
Q3 2018 Filed on Nov 05, 2018
5,465
N/A
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q2 2018 Filed on Aug 09, 2018
6,679
$22.43 - $24.98 $150K - $167K
Spectra Enrgy Partners
Q2 2018 Filed on Aug 09, 2018
7,800
N/A
DIS
Walt Disney CO

Communication Services
Q2 2018 Filed on Aug 09, 2018
110,307
$98.66 - $108.85 $10.9M - $12M
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2018 Filed on Aug 09, 2018
104,317
$81.48 - $100.5 $8.5M - $10.5M
MMP
Magellan Midstream Partners, L.P.

Energy
Q2 2018 Filed on Aug 09, 2018
3,970
$57.62 - $70.82 $229K - $281K
Priceline Grp
Q1 2018 Filed on May 11, 2018
12,935
N/A
Bard C R Inc
Q4 2017 Filed on Feb 08, 2018
30,998
N/A
MIDD
Middleby Corp

Industrials
Q4 2017 Filed on Feb 08, 2018
94,545
$108.72 - $134.95 $10.3M - $12.8M
NGG
National Grid PLC

Utilities
Q3 2017 Filed on Nov 06, 2017
3,268
$62.51 - $65.38 $204K - $214K
Track This Portfolio

Track Suncoast Equity Management Portfolio

Follow Suncoast Equity Management 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 Suncoast Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Suncoast Equity Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email