$1.5 Billion is the total value of Birch Hill Investment Advisors LLC's 141 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
UBER | New | UBER TECHNOLOGIES | $2,524,000 | – | 69,200 | +100.0% | 0.17% | – |
WEC | New | WEC ENERGY GROUP INC | $213,000 | – | 2,200 | +100.0% | 0.01% | – |
MGK | New | VANGUARD MEGA CAP GROWTHmega grwth ind | $213,000 | – | 1,151 | +100.0% | 0.01% | – |
SYK | New | STRYKER CORP | $203,000 | – | 973 | +100.0% | 0.01% | – |
VUG | New | VANGUARD GROWTH ETFgrowth etf | $201,000 | – | 885 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-22
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 | 2024-01-29 |
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 |
13F-HR | 2021-10-25 |
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.