$929 Million is the total value of Birch Hill Investment Advisors LLC's 169 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KMIWS | Exit | KINDER MORGAN INC DEL*w exp 05/25/201 | $0 | – | -28,160 | -100.0% | -0.01% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -2,800 | -100.0% | -0.02% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -4,560 | -100.0% | -0.02% | – |
| MSA | Exit | MINE SAFETY APPLIANCES CO | $0 | – | -5,100 | -100.0% | -0.03% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -19,716 | -100.0% | -0.08% | – |
| HCC | Exit | HCC INS HLDGS INC | $0 | – | -15,756 | -100.0% | -0.08% | – |
| DGS | Exit | WISDOMTREE TRemg mkts smcap | $0 | – | -19,370 | -100.0% | -0.10% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWspons adr new | $0 | – | -162,497 | -100.0% | -0.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 42 | Q3 2023 | 6.4% |
| FISERV INC | 42 | Q3 2023 | 5.2% |
| MARSH & MCLENNAN COS INC | 42 | Q3 2023 | 5.0% |
| AMAZON.COM INC | 42 | Q3 2023 | 6.3% |
| TJX COS INC NEW | 42 | Q3 2023 | 4.3% |
| ECOLAB INC | 42 | Q3 2023 | 4.6% |
| GENTEX CORP | 42 | Q3 2023 | 4.5% |
| MERCK & CO INC NEW | 42 | Q3 2023 | 4.9% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 3.8% |
| APPLE INC | 42 | Q3 2023 | 4.3% |
View Birch Hill Investment Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-02-02 |
View Birch Hill Investment Advisors 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.