$5.66 Billion is the total value of EVERETT HARRIS & CO /CA/'s 253 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
F | Exit | FORD MTR CO DEL | $0 | – | -12,150 | -100.0% | -0.00% | – |
CLX | Exit | CLOROX CO DEL | $0 | – | -950 | -100.0% | -0.00% | – |
GSHHY | Exit | GUANGSHEN RY LTDsponsored adr | $0 | – | -32,452 | -100.0% | -0.01% | – |
BIPC | Exit | BROOKFIELD INFRASTRUCTURE CO | $0 | – | -4,503 | -100.0% | -0.01% | – |
EWBC | Exit | EAST WEST BANCORP INC | $0 | – | -7,150 | -100.0% | -0.01% | – |
WFCPRL | Exit | WELLS FARGO CO NEWperp pfd cnv a | $0 | – | -3,272 | -100.0% | -0.09% | – |
BACPRL | Exit | BK OF AMERICA CORP7.25%cnv pfd l | $0 | – | -30,640 | -100.0% | -0.89% | – |
UN | Exit | UNILEVER N V | $0 | – | -1,027,667 | -100.0% | -1.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 12.5% |
APPLE INC | 42 | Q3 2023 | 13.5% |
COSTCO WHSL CORP NEW | 42 | Q3 2023 | 7.8% |
NOVO-NORDISK A S | 42 | Q3 2023 | 9.3% |
MICROSOFT CORP | 42 | Q3 2023 | 8.2% |
BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 5.5% |
Walt Disney Company | 42 | Q3 2023 | 4.2% |
JOHNSON & JOHNSON | 42 | Q3 2023 | 4.1% |
ABBOTT LABS | 42 | Q3 2023 | 3.6% |
COLGATE PALMOLIVE CO | 42 | Q3 2023 | 3.7% |
View EVERETT HARRIS & CO /CA/'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-27 |
13F-HR | 2023-04-25 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-22 |
13F-HR | 2022-04-22 |
13F-HR | 2022-02-02 |
View EVERETT HARRIS & CO /CA/'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.