$989 Million is the total value of Birch Hill Investment Advisors LLC's 180 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
OIH | New | MARKET VECTORS ETF TRoil svcs etf | $4,843,000 | – | 134,840 | +100.0% | 0.49% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INC | $1,784,000 | – | 23,410 | +100.0% | 0.18% | – |
PCP | New | PRECISION CASTPARTS CORP | $593,000 | – | 2,460 | +100.0% | 0.06% | – |
POT | New | POTASH CORP SASK INC | $399,000 | – | 11,300 | +100.0% | 0.04% | – |
MCK | New | MCKESSON CORP | $266,000 | – | 2,453 | +100.0% | 0.03% | – |
MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $206,000 | – | 780 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-10
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.