$152 Million is the total value of COHEN LAWRENCE B's 70 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC COM | $4,684,000 | +28.4% | 44,000 | 0.0% | 3.09% | +29.0% | |
| ZBH | ZIMMER HLDGS INC COM | $744,000 | -3.3% | 7,400 | 0.0% | 0.49% | -2.8% | |
| AMGN | AMGEN INC | $544,000 | +18.5% | 3,875 | 0.0% | 0.36% | +19.3% | |
| AMRI | ALBANY MOLECULAR RESH INC | $478,000 | +9.6% | 21,675 | 0.0% | 0.32% | +10.1% | |
| BA | BOEING CO | $446,000 | +0.2% | 3,500 | 0.0% | 0.29% | +0.7% | |
| BRKB | BERKSHIRE HATHAWAY CL B | $435,000 | +9.0% | 3,150 | 0.0% | 0.29% | +9.5% | |
| TWC | TIME WARNER CABLE INC NEW | $380,000 | -2.6% | 2,650 | 0.0% | 0.25% | -2.0% | |
| CB | CHUBB CORP | $258,000 | -1.1% | 2,830 | 0.0% | 0.17% | -0.6% | |
| PFE | PFIZER INC | $242,000 | -0.4% | 8,178 | 0.0% | 0.16% | 0.0% | |
| IWB | ISHARES RUSSELL 1000 INDEX FUNDequity funds - etf | $220,000 | 0.0% | 2,000 | 0.0% | 0.14% | +0.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-10-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 42 | Q3 2023 | 10.4% |
| Microsoft Corporation | 42 | Q3 2023 | 7.9% |
| SPDR S&P 500 ETF TRUST | 42 | Q3 2023 | 8.7% |
| 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.