Most sold

Every stock our long-term investors sold some or all of last quarter.

Company	Sellers	Value
ON SemiconductorON	7 of 5	$175m
Trane TechnologiesTT	7 of 8	$304m
Gates IndustrialGTES	7 of 6	$104m
Emerson ElectricEMR	7 of 12	$205m
Costco WholesaleCOST	7 of 16	$158m
Occidental PetroleumOXY	6 of 13	$17.4bn
ChevronCVX	6 of 27	$15.7bn
Air Products & ChemicalsAPD	6 of 14	$5.7bn
American International GroupAIG	6 of 16	$4.2bn
HumanaHUM	6 of 11	$8.7bn
Zimmer Biomet HoldingsZBH	6 of 15	$3.7bn
CortevaCTVA	6 of 11	$3.1bn
DanaherDHR	6 of 23	$3.2bn
NetflixNFLX	6 of 18	$3.5bn
Baxter InternationalBAX	6 of 11	$3.2bn
ASML Holding NVASML	6 of 16	$3.6bn
EquifaxEFX	6 of 15	$2.0bn
Eli LillyLLY	6 of 17	$2.5bn
Quest DiagnosticsDGX	6 of 12	$2.4bn
Labcorp HoldingsLH	6 of 16	$2.3bn
KKRKKR	6 of 14	$2.7bn
Fair IsaacFICO	6 of 12	$2.1bn
LyondellBasell IndustriesLYB	6 of 9	$574m
CNH IndustrialCNH	6 of 16	$2.5bn
NutrienNTR	6 of 10	$2.1bn
Novartis AGNVS	6 of 18	$610m
SolventumSOLV	6 of 16	$1.8bn
OshkoshOSK	6 of 12	$1.6bn
SS&C Technologies HoldingsSSNC	6 of 11	$1.1bn
Barrick MiningB	6 of 12	$2.0bn
McDonald'sMCD	6 of 21	$1.0bn
Freeport-McMoRanFCX	6 of 13	$1.5bn
Liberty Live HoldingsLLYVK	6 of 8	$1.4bn
TD SynnexSNX	6 of 10	$1.7bn
Lockheed MartinLMT	6 of 17	$1.5bn
Ross StoresROST	6 of 8	$590m
AptivAPTV	6 of 10	$1.5bn
Costar GroupCSGP	6 of 8	$780m
Vertiv HoldingsVRT	6 of 10	$970m
ServiceNowNOW	6 of 13	$772m
MsciMSCI	6 of 11	$1.4bn
Old Dominion Freight LineODFL	6 of 6	$981m
AvnetAVT	6 of 9	$1.1bn
CSXCSX	6 of 10	$143m
Truist FinancialTFC	6 of 15	$964m
NucorNUE	6 of 10	$594m
LKQLKQ	6 of 14	$727m
RalliantRAL	6 of 8	$1.3bn
Allison Transmission HoldingsALSN	6 of 9	$779m
TJX CompaniesTJX	6 of 14	$1.1bn

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