$1.28 Billion is the total value of NICHOLS & PRATT ADVISERS LLP /MA's 193 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -3,180 | -100.0% | -0.02% | – |
VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -1,600 | -100.0% | -0.02% | – |
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 2021-05-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
JOHNSON & JOHNSON | 42 | Q3 2023 | 8.7% |
PROCTER & GAMBLE CO | 42 | Q3 2023 | 6.4% |
AVERY DENNISON CORP | 42 | Q3 2023 | 6.9% |
PEPSICO INC | 42 | Q3 2023 | 5.4% |
APPLE INC | 42 | Q3 2023 | 8.8% |
MERCK & CO INC NEW | 42 | Q3 2023 | 5.1% |
EXXONMOBIL CORP | 42 | Q3 2023 | 6.3% |
COCA COLA CO | 42 | Q3 2023 | 4.3% |
NOVARTIS AG SPONSORED ADR | 42 | Q3 2023 | 3.9% |
MICROSOFT CORP | 42 | Q3 2023 | 5.2% |
View NICHOLS & PRATT ADVISERS LLP /MA's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-08 |
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.