$1.87 Billion is the total value of Birch Hill Investment Advisors LLC's 161 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NYT | Exit | NEW YORK TIMES CL Acl a | $0 | – | -4,150 | -100.0% | -0.01% | – |
| TER | Exit | TERADYNE INC | $0 | – | -1,320 | -100.0% | -0.01% | – |
| WAT | Exit | WATERS CORP | $0 | – | -600 | -100.0% | -0.01% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -976 | -100.0% | -0.01% | – |
| IWB | Exit | ISHARES RUSSELL 1000 INDEX FUNrus 1000 etf | $0 | – | -910 | -100.0% | -0.01% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -6,100 | -100.0% | -0.01% | – |
| CNI | Exit | CANADIAN NATIONAL RAILWAY | $0 | – | -2,365 | -100.0% | -0.01% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -6,764 | -100.0% | -0.02% | – |
| COIN | Exit | COINBASE GLOBAL | $0 | – | -1,685 | -100.0% | -0.02% | – |
| OGN | Exit | ORGANON & CO | $0 | – | -21,502 | -100.0% | -0.03% | – |
| Exit | GENERAL ELECTRIC | $0 | – | -7,121 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-08
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.