$231 Million is the total value of INDEPENDENT INVESTORS INC's 78 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMGN | Buy | AMGEN INC. | $5,675,000 | +5.3% | 32,955 | +0.3% | 2.45% | +7.0% |
| HHC | Buy | HOWARD HUGHES CORP | $4,909,000 | +42.6% | 39,970 | +36.1% | 2.12% | +44.9% |
| LLL | New | L-3 TECHNOLOGIES INC. | $1,322,000 | – | 7,915 | +100.0% | 0.57% | – |
| C | Buy | CITIGROUP INC. | $867,000 | +12.0% | 12,975 | +0.2% | 0.38% | +14.0% |
| Buy | UNITED HEALTHCARE CORP. | $674,000 | +33.2% | 3,639 | +17.8% | 0.29% | +35.3% | |
| BAC | Buy | BANK OF AMERICA CORP | $426,000 | +3.4% | 17,587 | +0.6% | 0.18% | +5.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON | 42 | Q3 2023 | 5.8% |
| Waters Corporation | 42 | Q3 2023 | 4.9% |
| Procter & Gamble Company | 42 | Q3 2023 | 4.3% |
| MICROSOFT CORPORATION | 42 | Q3 2023 | 4.4% |
| HONEYWELL INTL INC. | 42 | Q3 2023 | 3.0% |
| Exxon Mobil Corporation | 42 | Q3 2023 | 4.3% |
| JP MORGAN CHASE & CO. | 42 | Q3 2023 | 2.8% |
| Walt Disney Company | 42 | Q3 2023 | 2.7% |
| NIKE INC. | 42 | Q3 2023 | 2.4% |
| ABBVIE INC. | 42 | Q3 2023 | 2.1% |
View INDEPENDENT INVESTORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-31 |
View INDEPENDENT INVESTORS INC'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.