Zacks Investment Management Reduced Holdings in Q4 2024

Zacks Investment Management

  • $10.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-83.6K
- 7.18%
$406.35 - $454.46 $34M - $38M
1.08M $455M
DOW
Dow Inc.

Basic Materials
-454K
- 30.91%
$39.1 - $55.34 $17.7M - $25.1M
1.01M $40.7M
MRK
Merck & Co., Inc.

Healthcare
-217K
- 18.23%
$96.31 - $114.76 $20.9M - $24.9M
974K $96.9M
AVGO
Broadcom Inc.

Technology
-418K
- 42.24%
$159.67 - $250.0 $66.8M - $105M
572K $133M
UNH
Unitedhealth Group Inc

Healthcare
-32.7K
- 13.28%
$485.52 - $625.25 $15.9M - $20.4M
213K $108M
JNJ
Johnson & Johnson

Healthcare
-129K
- 13.47%
$143.34 - $165.86 $18.5M - $21.4M
828K $120M
ABBV
Abb Vie Inc.

Healthcare
-96.3K
- 11.29%
$164.99 - $203.87 $15.9M - $19.6M
757K $134M
NKE
Nike, Inc.

Consumer Cyclical
-362K
- 99.04%
$73.36 - $89.13 $26.5M - $32.2M
3.5K $264K
PG
Procter & Gamble CO

Consumer Defensive
-139K
- 10.4%
$161.05 - $179.7 $22.5M - $25.1M
1.2M $201M
HD
Home Depot, Inc.

Consumer Cyclical
-54.2K
- 9.78%
$385.02 - $431.37 $20.9M - $23.4M
500K $194M
PEP
Pepsico Inc

Consumer Defensive
-88.2K
- 12.94%
$151.29 - $176.1 $13.3M - $15.5M
593K $90.2M
EMR
Emerson Electric CO

Industrials
-252K
- 61.3%
$108.13 - $134.33 $27.2M - $33.9M
159K $19.7M
COP
Conocophillips

Energy
-169K
- 12.42%
$95.12 - $114.72 $16.1M - $19.4M
1.19M $118M
HCA
Hca Healthcare, Inc.

Healthcare
-61.3K
- 98.64%
$297.52 - $415.61 $18.2M - $25.5M
842 $252K
CAT
Caterpillar Inc

Industrials
-32.8K
- 7.29%
$360.37 - $416.88 $11.8M - $13.7M
416K $151M
SO
Southern CO

Utilities
-143K
- 9.99%
$81.5 - $94.15 $11.6M - $13.4M
1.28M $106M
LMT
Lockheed Martin Corp

Industrials
-14.1K
- 9.49%
$479.66 - $614.62 $6.77M - $8.68M
135K $65.4M
AMAT
Applied Materials Inc

Technology
-29.1K
- 6.97%
$161.44 - $213.89 $4.69M - $6.22M
388K $63.1M
VZ
Verizon Communications Inc

Communication Services
-247K
- 11.21%
$39.6 - $45.21 $9.8M - $11.2M
1.96M $78.4M
GD
General Dynamics Corp

Industrials
-31.8K
- 10.06%
$260.28 - $314.03 $8.27M - $9.98M
284K $74.8M
LLY
Eli Lilly & CO

Healthcare
-9.14K
- 8.02%
$727.2 - $932.06 $6.65M - $8.52M
105K $80.9M
QCOM
Qualcomm Inc

Technology
-51.3K
- 8.66%
$150.4 - $178.04 $7.71M - $9.13M
541K $83.1M
DHR
Danaher Corp

Healthcare
-25.3K
- 10.53%
$226.16 - $274.52 $5.72M - $6.94M
215K $49.3M
XOM
Exxon Mobil Corp

Energy
-21.3K
- 1.49%
$105.51 - $125.37 $2.25M - $2.68M
1.41M $152M
MET
Metlife Inc

Financial Services
-181K
- 9.91%
$78.15 - $88.25 $14.2M - $16M
1.65M $135M
ECL
Ecolab Inc.

Basic Materials
-60.1K
- 95.72%
$234.32 - $261.43 $14.1M - $15.7M
2.69K $629K
MCD
Mcdonalds Corp

Consumer Cyclical
-35K
- 9.77%
$288.47 - $316.54 $10.1M - $11.1M
323K $93.7M
PHM
Pultegroup Inc

Consumer Cyclical
-46.8K
- 17.86%
$108.86 - $149.04 $5.1M - $6.98M
215K $23.5M
AJG
Arthur J. Gallagher & Co.

Financial Services
-53.9K
- 9.94%
$278.49 - $315.16 $15M - $17M
489K $139M
DDOG
Datadog, Inc.

Technology
-129K
- 67.68%
$113.98 - $168.65 $14.7M - $21.8M
61.8K $8.82M
KO
Coca Cola CO

Consumer Defensive
-18.1K
- 1.48%
$61.74 - $71.71 $1.12M - $1.3M
1.21M $75.2M
EMN
Eastman Chemical CO

Basic Materials
-41K
- 9.33%
$90.03 - $110.64 $3.69M - $4.54M
399K $36.4M
MDT
Medtronic PLC

Healthcare
-81.5K
- 13.22%
$79.61 - $92.24 $6.49M - $7.52M
535K $42.8M
PH
Parker Hannifin Corp

Industrials
-21.3K
- 9.5%
$621.74 - $709.46 $13.3M - $15.1M
203K $129M
PRU
Prudential Financial Inc

Financial Services
-84.6K
- 9.18%
$114.59 - $129.52 $9.7M - $11M
837K $99.2M
CCI
Crown Castle International Corp

Real Estate
-38.9K
- 12.36%
$89.78 - $119.11 $3.49M - $4.63M
275K $25M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-67.3K
- 72.35%
$128.36 - $186.0 $8.64M - $12.5M
25.7K $3.31M
AMD
Advanced Micro Devices Inc

Technology
-27.2K
- 13.81%
$118.88 - $172.8 $3.23M - $4.7M
170K $20.5M
SNPS
Synopsys Inc

Technology
-18.7K
- 16.43%
$485.36 - $588.0 $9.08M - $11M
95.2K $46.2M
AEP
American Electric Power CO Inc

Utilities
-33.3K
- 4.26%
$90.91 - $102.21 $3.03M - $3.4M
748K $69M
PM
Philip Morris International Inc.

Consumer Defensive
-84.4K
- 9.55%
$118.38 - $133.06 $9.99M - $11.2M
799K $96.2M
BDX
Becton Dickinson & CO

Healthcare
-30.7K
- 11.05%
$220.02 - $243.75 $6.76M - $7.49M
247K $56.1M
PLD
Prologis, Inc.

Real Estate
-6.99K
- 1.45%
$101.4 - $126.96 $709K - $887K
476K $50.4M
DGRO
Ishares Core Dividend Growth E

ETFs
-169K
- 90.3%
$60.73 - $64.94 $10.3M - $11M
18.2K $1.11M
META
Meta Platforms, Inc.

Communication Services
-28.3K
- 7.89%
$554.08 - $632.68 $15.7M - $17.9M
330K $195M
WPC
W. P. Carey Inc.

Real Estate
-98.9K
- 16.11%
$53.44 - $61.33 $5.29M - $6.07M
515K $28.1M
VRT
Vertiv Holdings CO

Industrials
-117K
- 38.52%
N/A
187K $16.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-65.5K
- 8.48%
$96.64 - $101.23 $6.33M - $6.63M
707K $68.5M
APP
App Lovin Corp

Technology
-92.9K
- 87.57%
$130.67 - $401.5 $12.1M - $37.3M
13.2K $4.27M
Activity Summary
Buys All Purchases 329 New Holdings 115 Increased Positions 214 Sells All Sells 317 Reductions 317 Sold out 0 Options Calls 0 Puts 0
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