$876 Million is the total value of Ledyard National Bank's 225 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GM | New | GENERAL MOTORS CO | $259,000 | – | 6,229 | +100.0% | 0.03% | – |
| VLUE | New | ISHARES EDGE MSCI USA VAL WT IDX ETF | $257,000 | – | 2,952 | +100.0% | 0.03% | – |
| LRGF | New | ISHARES EDGE MSCI MULT FACT USA ETF | $242,000 | – | 6,425 | +100.0% | 0.03% | – |
| MS | New | MORGAN STANLEY | $236,000 | – | 3,448 | +100.0% | 0.03% | – |
| VEA | New | VANGUARD FTSE DEV MKT ETF | $229,000 | – | 4,841 | +100.0% | 0.03% | – |
| DSI | New | ISHARES MSCI KLD 400 SOCIAL ETF | $219,000 | – | 3,064 | +100.0% | 0.02% | – |
| QCOM | New | QUALCOMM | $218,000 | – | 1,428 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 6.5% |
| MICROSOFT CORP | 42 | Q3 2023 | 5.1% |
| INTEL CORP | 42 | Q3 2023 | 2.9% |
| PFIZER INC | 42 | Q3 2023 | 2.4% |
| CISCO SYSTEMS INC | 42 | Q3 2023 | 2.6% |
| VANGUARD LARGE CAP ETF | 42 | Q3 2023 | 2.3% |
| EXXON MOBIL CORP COM | 42 | Q3 2023 | 2.8% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 1.6% |
| AMAZON COM INC | 42 | Q3 2023 | 2.9% |
| JOHNSON & JOHNSON CO | 42 | Q3 2023 | 1.4% |
View Ledyard National Bank's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-31 |
| 13F-HR | 2021-10-20 |
View Ledyard National Bank'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.