$344 Million is the total value of INDEPENDENT INVESTORS INC's 70 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 30.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNJ | Sell | JOHNSON & JOHNSON | $12,062,000 | +5.9% | 81,015 | -0.0% | 3.51% | -8.6% |
| BA | Sell | BOEING COMPANY | $5,392,000 | -9.8% | 32,627 | -0.0% | 1.57% | -22.1% |
| QCOM | Sell | QUALCOMM INC. | $4,531,000 | +28.6% | 38,500 | -0.3% | 1.32% | +11.0% |
| XOM | Sell | EXXON MOBIL CORP. | $2,307,000 | -23.2% | 67,187 | -0.0% | 0.67% | -33.7% |
| ORCL | Sell | ORACLE CORPORATION | $2,203,000 | -29.9% | 36,900 | -35.1% | 0.64% | -39.5% |
| HHC | Sell | HOWARD HUGHES CORP | $2,009,000 | +10.7% | 34,880 | -0.1% | 0.58% | -4.3% |
| PFE | Sell | PFIZER | $580,000 | +12.4% | 15,808 | -0.0% | 0.17% | -2.9% |
| Exit | AMERICAN FUNDAMENTAL INVESTORS CL A | $0 | – | -8,003 | -100.0% | -0.15% | – | |
| Exit | UNITED HEALTHCARE CORP. | $0 | – | -4,194 | -100.0% | -0.42% | – | |
| Exit | L3 HARRIS TECHNOLOGIES INC. | $0 | – | -10,288 | -100.0% | -0.59% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-26
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.