$158 Million is the total value of Palisades Hudson Asset Management, L.P.'s 110 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GGG | New | Graco Inc | $214,000 | – | 2,275 | +100.0% | 0.14% | – |
NOV | New | National Oilwell Varco Inc | $213,000 | – | 5,304 | +100.0% | 0.14% | – |
EBAY | New | Ebay Inc | $210,000 | – | 6,255 | +100.0% | 0.13% | – |
DHR | New | Danaher Corp Del | $202,000 | – | 2,363 | +100.0% | 0.13% | – |
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 2017-05-26
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF Tr | 45 | Q2 2024 | 23.5% |
iShares Tr | 45 | Q2 2024 | 23.3% |
iShares Tr | 45 | Q2 2024 | 15.3% |
iShares Tr | 45 | Q2 2024 | 9.8% |
iShares Inc | 45 | Q2 2024 | 3.8% |
iShares Tr | 45 | Q2 2024 | 2.5% |
Microsoft Corp | 45 | Q2 2024 | 1.9% |
iShares Inc | 45 | Q2 2024 | 1.6% |
iShares Tr | 45 | Q2 2024 | 0.8% |
iShares Tr | 45 | Q2 2024 | 1.9% |
View Palisades Hudson Asset Management, L.P.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-09 |
13F-HR | 2024-07-31 |
13F-HR | 2024-05-07 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-02 |
13F-HR | 2023-08-15 |
13F-HR | 2023-04-26 |
13F-HR | 2023-02-08 |
13F-HR | 2022-10-28 |
13F-HR | 2022-08-10 |
View Palisades Hudson Asset Management, L.P.'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.