$284 Million is the total value of INDEPENDENT INVESTORS INC's 76 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 33.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MSFT | Buy | MICROSOFT CORPORATION | $7,369,000 | +17.1% | 64,438 | +0.9% | 2.60% | +5.1% |
CVS | Buy | CVS HEALTH CORPORATION | $1,548,000 | +143.8% | 19,670 | +99.3% | 0.55% | +119.3% |
URI | New | UNITED RENTALS INC | $1,308,000 | – | 8,000 | +100.0% | 0.46% | – |
BAC | Buy | BANK OF AMERICA CORP | $641,000 | +22.6% | 21,790 | +17.2% | 0.23% | +10.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-06
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.