$220 Million is the total value of Kidder Stephen W's 407 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO | $1,462,000 | -20.3% | 10,585 | 0.0% | 0.66% | -1.6% | |
| WMT | WAL-MART STORES | $1,170,000 | -4.5% | 10,302 | 0.0% | 0.53% | +17.7% | |
| GABELLI UTILITES FUND CLASS Aequity mutual fu | $1,013,000 | -19.0% | 138,714 | 0.0% | 0.46% | 0.0% | ||
| IVV | ISHARES S&P 500 | $904,000 | -20.1% | 3,500 | 0.0% | 0.41% | -1.4% | |
| BAC | BANK OF AMERICA | $638,000 | -39.8% | 30,065 | 0.0% | 0.29% | -25.6% | |
| EMR | EMERSON ELECTRIC | $588,000 | -37.6% | 12,348 | 0.0% | 0.27% | -23.1% | |
| CSCO | CISCO SYS INC | $533,000 | -18.0% | 13,550 | 0.0% | 0.24% | +1.3% | |
| VANGUARD TOTAL STOCK MARKET INequity mutual fu | $264,000 | -21.2% | 4,201 | 0.0% | 0.12% | -2.4% | ||
| HSY | HERSHEY COMPANY | $225,000 | -10.0% | 1,700 | 0.0% | 0.10% | +10.9% | |
| GE | GENERAL ELECTRIC | $180,000 | -28.9% | 22,660 | 0.0% | 0.08% | -11.8% |
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 2020-05-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 46 | Q2 2024 | 9.4% |
| JOHNSON & JOHNSON | 46 | Q2 2024 | 5.7% |
| AUTOMATIC DATA PROCESSING | 46 | Q2 2024 | 5.8% |
| MASTERCARD | 46 | Q2 2024 | 4.7% |
| PROCTER & GAMBLE | 46 | Q2 2024 | 4.1% |
| CANADIAN NATL RAILWAY | 46 | Q2 2024 | 4.0% |
| NESTLE SA ADR | 46 | Q2 2024 | 3.9% |
| APTARGROUP | 46 | Q2 2024 | 3.6% |
| HOME DEPOT | 46 | Q2 2024 | 3.7% |
| MICROSOFT CORP | 46 | Q2 2024 | 5.0% |
View Kidder Stephen W's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-05-17 |
View Kidder Stephen W'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.