$452 Million is the total value of ZEVIN ASSET MANAGEMENT LLC's 92 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AON | New | AON | $5,538,000 | – | 24,069 | +100.0% | 1.22% | – |
| KUBTY | New | Kubota | $520,000 | – | 4,523 | +100.0% | 0.12% | – |
| PNC | New | PNC | $384,000 | – | 2,188 | +100.0% | 0.08% | – |
| XOM | New | Exxon Mobil Corp Com | $221,000 | – | 3,964 | +100.0% | 0.05% | – |
| OMC | New | Omnicom Group | $206,000 | – | 2,775 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Automatic Data Processing | 42 | Q3 2023 | 6.9% |
| United Parcel Svc Cl B | 42 | Q3 2023 | 6.9% |
| Mercadolibre Inc. | 42 | Q3 2023 | 7.1% |
| Unilever Plc | 42 | Q3 2023 | 6.4% |
| Tjx Cos Inc New | 42 | Q3 2023 | 5.4% |
| Analog Devices Inc Com | 42 | Q3 2023 | 4.0% |
| Apple Inc | 42 | Q3 2023 | 5.2% |
| Costco Whsl Corp New | 42 | Q3 2023 | 4.2% |
| Emerson Electric | 42 | Q3 2023 | 3.9% |
| Colgate Palmolive | 42 | Q3 2023 | 4.4% |
View ZEVIN ASSET MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-05 |
| PX14A6G | 2023-05-04 |
| PX14A6G | 2023-04-24 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-08 |
| PX14A6G | 2022-05-24 |
View ZEVIN ASSET MANAGEMENT LLC'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.