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| Name: |
Rosenbaum Jay D. |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02110-2131 |
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data |
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| Holdings
Found :
31 |
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Closed Positions |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NVS |
Novartis AG (ADR) |
31 |
Closed |
$105.33 |
$0 |
0 |
0% |
-422,000 |
-4,180 |
0 |
Drug Manufacturers - ... |
|
|
MMC |
Marsh & McLennan Companies Inc |
50 |
Closed |
$209.99 |
$0 |
0 |
0% |
-499,000 |
-2,635 |
0 |
Insurance Brokers |
|
|
DHR |
Danaher Corp |
37 |
Closed |
$263.08 |
$0 |
0 |
0% |
-524,000 |
-2,267 |
0 |
General Building Mate... |
|
|
ROK |
Rockwell Automation Inc |
56 |
Closed |
$255.91 |
$0 |
0 |
0% |
-484,000 |
-1,559 |
0 |
Conglomerates |
|
|
IQV |
IQVIA Holdings Inc |
43 |
Closed |
$219.23 |
$0 |
0 |
0% |
-550,000 |
-2,375 |
0 |
Medical Laboratories ... |
|
|
GD |
General Dynamics Corp |
49 |
Closed |
$299.14 |
$0 |
0 |
0% |
-636,000 |
-2,451 |
0 |
Aerospace/Defense - M... |
|
|
WM |
Waste Management Inc |
36 |
Closed |
$200.55 |
$0 |
0 |
0% |
-523,000 |
-2,922 |
0 |
Waste Management |
|
|
PG |
Procter & Gamble Co |
55 |
Closed |
$167.06 |
$0 |
0 |
0% |
-586,000 |
-4,000 |
0 |
Cleaning Products |
|
|
JPM |
JP Morgan Chase & Co |
42 |
Closed |
$199.95 |
$0 |
0 |
0% |
-530,000 |
-3,117 |
0 |
Domestic Money Center... |
|
|
SYK |
Stryker Corp |
61 |
Closed |
$349.33 |
$0 |
0 |
0% |
-684,000 |
-2,283 |
0 |
Medical Instruments &... |
|
|
CVX |
Chevron Corp |
48 |
Closed |
$156.08 |
$0 |
0 |
0% |
-375,000 |
-2,516 |
0 |
Integrated Oil & Gas |
|
|
DE |
Deere & Co |
35 |
Closed |
$368.58 |
$0 |
0 |
0% |
-517,000 |
-1,292 |
0 |
Farm & Construction M... |
|
|
LOW |
Lowes Companies Inc |
54 |
Closed |
$216.67 |
$0 |
0 |
0% |
-520,000 |
-2,337 |
0 |
Home Improvement Stores |
|
|
JNJ |
Johnson & Johnson |
41 |
Closed |
$147.08 |
$0 |
0 |
0% |
-584,000 |
-3,729 |
0 |
Drug Manufacturers - ... |
|
|
LIN |
Linde Plc |
60 |
Closed |
$433.70 |
$0 |
0 |
0% |
-538,000 |
-1,310 |
0 |
N/A |
|
|
CHTR |
Charter Communications Inc |
47 |
Closed |
$276.83 |
$0 |
0 |
0% |
-243,000 |
-625 |
0 |
CATV Systems |
|
|
AVLV |
Avantis Us Large Cap Value Etf |
34 |
Closed |
$0.00 |
$0 |
0 |
0% |
-912,000 |
-15,785 |
0 |
N/A |
|
|
MS |
Morgan Stanley |
53 |
Closed |
$97.14 |
$0 |
0 |
0% |
-355,000 |
-3,810 |
0 |
Investment Brokerage ... |
|
|
MDT |
Medtronic Plc |
40 |
Closed |
$84.07 |
$0 |
0 |
0% |
-447,000 |
-5,427 |
0 |
Medical Appliances & ... |
|
|
XOM |
Exxon Mobil Corp |
59 |
Closed |
$112.75 |
$0 |
0 |
0% |
-376,000 |
-3,756 |
0 |
Integrated Oil & Gas |
|
|
BAC |
Bank of America Corp |
46 |
Closed |
$39.78 |
$0 |
0 |
0% |
-400,000 |
-11,890 |
0 |
Domestic Money Center... |
|
|
WMT |
Wal-Mart Stores Inc |
33 |
Closed |
$60.24 |
$0 |
0 |
0% |
-471,000 |
-2,987 |
0 |
Discount, Variety Stores |
|
|
PEP |
Pepsico Inc |
52 |
Closed |
$171.04 |
$0 |
0 |
0% |
-397,000 |
-2,337 |
0 |
Beverage Soft Drinks... |
|
|
ROP |
Roper Industries Inc |
39 |
Closed |
$554.03 |
$0 |
0 |
0% |
-369,000 |
-676 |
0 |
Diversified Machinery |
|
|
BLK |
BlackRock Inc A |
58 |
Closed |
$768.69 |
$0 |
0 |
0% |
-359,000 |
-442 |
0 |
Investment Brokerage ... |
|
|
TJX |
TJX Companies Inc |
45 |
Closed |
$107.44 |
$0 |
0 |
0% |
-591,000 |
-6,305 |
0 |
Discount, Variety Stores |
|
|
ICE |
Intercontinental Exchange Inc |
32 |
Closed |
$133.79 |
$0 |
0 |
0% |
-616,000 |
-4,797 |
0 |
Business Services |
|
|
MA |
MasterCard Inc A |
51 |
Closed |
$449.79 |
$0 |
0 |
0% |
-694,000 |
-1,628 |
0 |
Business Services |
|
|
KO |
Coca-Cola Co |
38 |
Closed |
$63.91 |
$0 |
0 |
0% |
-337,000 |
-5,715 |
0 |
Beverage Soft Drinks... |
|
|
CMCSA |
Comcast Corp |
57 |
Closed |
$38.96 |
$0 |
0 |
0% |
-556,000 |
-12,684 |
0 |
CATV Systems |
|
|
PANW |
Palo Alto Networks Inc |
44 |
Closed |
$301.90 |
$0 |
0 |
0% |
-755,000 |
-2,560 |
0 |
Networking & Communic... |
|
