$169 Million is the total value of COHEN LAWRENCE B's 63 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ZBH | Zimmer Biomet Holdings Inc | $724,000 | +0.7% | 5,661 | 0.0% | 0.43% | +52.7% | |
VXUS | Vanguard Total International Stock ETF | $349,000 | -6.2% | 5,850 | 0.0% | 0.21% | +42.8% | |
ALNY | Alnylam Pharmaceuticals Inc | $294,000 | -3.6% | 1,800 | 0.0% | 0.17% | +46.2% | |
CHD | Church & Dwight Co Inc | $243,000 | -3.2% | 2,447 | 0.0% | 0.14% | +46.9% | |
MDY | SPDR S&P MidCap 400 ETF | $218,000 | -5.2% | 444 | 0.0% | 0.13% | +43.3% | |
CRTX | Cortexyme Inc | $69,000 | -50.7% | 11,126 | 0.0% | 0.04% | -25.5% | |
ACIU | AC Immune SA | $51,000 | -20.3% | 12,850 | 0.0% | 0.03% | +20.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
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.