$145 Million is the total value of COHEN LAWRENCE B's 71 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SYY | Exit | SYSCO CORP | $0 | – | -5,975 | -100.0% | -0.15% | – |
VOD | Exit | VODAFONE GROUP PLCforeign stock | $0 | – | -11,616 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-01
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 43 | Q4 2023 | 17.7% |
Microsoft Corporation | 43 | Q4 2023 | 28.7% |
SPDR S&P 500 ETF TRUST | 43 | Q4 2023 | 11.4% |
PEPSICO INC COM | 42 | Q3 2023 | 5.1% |
STRYKER CORP COM | 42 | Q3 2023 | 4.3% |
PROCTER & GAMBLE CO COM | 42 | Q3 2023 | 4.7% |
ISHARES MSCI EAFE INDEX FD | 42 | Q3 2023 | 3.5% |
US BANCORP COM | 42 | Q3 2023 | 3.6% |
JPMORGAN CHASE & CO COM | 42 | Q3 2023 | 3.1% |
JOHNSON & JOHNSON COM | 42 | Q3 2023 | 3.4% |
View COHEN LAWRENCE B's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-09 |
13F-HR | 2023-10-23 |
13F-HR | 2023-07-27 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-09 |
13F-HR/A | 2022-11-10 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-09 |
View COHEN LAWRENCE B'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.