$805 Million is the total value of HYMAN CHARLES D's 158 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
K | Exit | KELLOGG CO | $0 | – | -3,100 | -100.0% | -0.03% | – |
PRA | Exit | PROASSURANCE CORP | $0 | – | -3,600 | -100.0% | -0.03% | – |
DD | Exit | DU PONT E I DE NEMOURS & CO | $0 | – | -26,120 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 7.5% |
JOHNSON & JOHNSON | 42 | Q3 2023 | 4.8% |
Microsoft Corporation | 42 | Q3 2023 | 5.9% |
SPDR S&P MIDCAP 400 ETF TR | 42 | Q3 2023 | 3.0% |
MCDONALDS CORP | 42 | Q3 2023 | 3.0% |
APPLE INC | 42 | Q3 2023 | 5.9% |
PEPSICO INC | 42 | Q3 2023 | 3.0% |
CATERPILLAR INC DEL | 42 | Q3 2023 | 2.9% |
Southern Company | 42 | Q3 2023 | 2.7% |
PROCTER & GAMBLE CO | 42 | Q3 2023 | 2.8% |
View HYMAN CHARLES D's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-07 |
13F-HR | 2024-02-06 |
4 | 2023-12-21 |
13F-HR | 2023-11-01 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-04 |
4 | 2023-02-06 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-02 |
View HYMAN CHARLES D'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.