$1.1 Billion is the total value of NICHOLS & PRATT ADVISERS LLP /MA's 197 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEFA | New | ISHARES TRcore msci eafe | $529,000 | – | 8,030 | +100.0% | 0.05% | – |
| IEMG | New | ISHARES TRcore msci emkt | $505,000 | – | 8,700 | +100.0% | 0.05% | – |
| PXD | New | PIONEER NATURAL RESOURCES CO | $444,000 | – | 2,625 | +100.0% | 0.04% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON | 45 | Q2 2024 | 8.7% |
| PROCTER & GAMBLE CO | 45 | Q2 2024 | 6.4% |
| AVERY DENNISON CORP | 45 | Q2 2024 | 6.9% |
| PEPSICO INC | 45 | Q2 2024 | 5.4% |
| APPLE INC | 45 | Q2 2024 | 8.8% |
| MERCK & CO INC NEW | 45 | Q2 2024 | 5.1% |
| COCA COLA CO | 45 | Q2 2024 | 4.3% |
| EXXONMOBIL CORP | 45 | Q2 2024 | 6.3% |
| MICROSOFT CORP | 45 | Q2 2024 | 5.7% |
| FISERV INC | 45 | Q2 2024 | 3.6% |
View NICHOLS & PRATT ADVISERS LLP /MA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-04 |
View NICHOLS & PRATT ADVISERS LLP /MA'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.