$1.48 Billion is the total value of Birch Hill Investment Advisors LLC's 146 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 7.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $76,292,000 | -11.1% | 327,575 | -2.0% | 5.15% | -3.8% |
| MMC | Sell | MARSH & MCLENNAN | $68,179,000 | -7.6% | 456,690 | -3.9% | 4.61% | 0.0% |
| BRKB | Sell | BERKSHIRE HATHAWAY CL Bcl b new | $68,035,000 | -5.7% | 254,793 | -3.6% | 4.60% | +2.0% |
| AMZN | Sell | AMAZON.COM INC | $64,610,000 | +2.2% | 571,768 | -3.9% | 4.36% | +10.6% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $60,947,000 | -0.4% | 210,496 | -3.1% | 4.12% | +7.7% |
| FISV | Sell | FISERV INC | $57,105,000 | +4.9% | 610,291 | -0.3% | 3.86% | +13.4% |
| CVS | Sell | CVS HEALTH CORP | $53,446,000 | -5.5% | 560,411 | -8.2% | 3.61% | +2.2% |
| GOOGL | Buy | ALPHABET INC-CL Acap stk cl a | $53,077,000 | -13.3% | 554,907 | +1875.7% | 3.59% | -6.2% |
| MRK | Sell | MERCK & CO | $52,758,000 | -13.5% | 612,615 | -8.4% | 3.56% | -6.4% |
| AAPL | Sell | APPLE INC | $52,247,000 | -3.1% | 378,055 | -4.2% | 3.53% | +4.8% |
| TJX | Sell | TJX COMPANIES | $50,533,000 | +10.5% | 813,474 | -0.7% | 3.41% | +19.5% |
| ECL | Buy | ECOLAB INC | $40,279,000 | -5.5% | 278,900 | +0.6% | 2.72% | +2.3% |
| GNTX | Sell | GENTEX CORP | $38,559,000 | -15.7% | 1,617,426 | -1.1% | 2.60% | -8.8% |
| BAC | Buy | BANK OF AMERICA CORP | $37,635,000 | -2.9% | 1,246,188 | +0.1% | 2.54% | +5.0% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $36,587,000 | +13.6% | 170,084 | +5.2% | 2.47% | +22.9% |
| IBM | Sell | IBM CORP | $36,324,000 | -18.3% | 305,732 | -3.0% | 2.45% | -11.7% |
| EBC | Sell | EASTERN BANKSHARES INC | $35,226,000 | +6.2% | 1,793,602 | -0.2% | 2.38% | +14.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $34,956,000 | -9.8% | 213,983 | -2.0% | 2.36% | -2.4% |
| UPS | Sell | UNITED PARCEL SERVICEcl b | $33,181,000 | -14.9% | 205,404 | -3.9% | 2.24% | -8.0% |
| STZ | Sell | CONSTELLATION BRANDS CL Acl a | $32,960,000 | -3.8% | 143,504 | -2.4% | 2.23% | +4.0% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $31,433,000 | -14.3% | 380,406 | -1.4% | 2.12% | -7.3% |
| KR | New | KROGER CO | $29,940,000 | – | 684,346 | +100.0% | 2.02% | – |
| GOOG | Buy | ALPHABET INC-CL Ccap stk cl c | $25,896,000 | -17.1% | 269,330 | +1786.1% | 1.75% | -10.4% |
| COST | Sell | COSTCO WHOLESALE | $25,162,000 | -10.3% | 53,279 | -9.0% | 1.70% | -3.0% |
| MA | Sell | MASTERCARD INC CL Acl a | $24,143,000 | -12.0% | 84,909 | -2.3% | 1.63% | -4.8% |
| MDLZ | Sell | MONDELEZ INTERNATIONAL INCcl a | $23,589,000 | -14.0% | 430,212 | -2.6% | 1.59% | -6.9% |
| MAS | Sell | MASCO CORP | $22,530,000 | -8.6% | 482,550 | -1.0% | 1.52% | -1.2% |
| PEP | Sell | PEPSICO INC | $15,890,000 | -9.5% | 97,332 | -7.6% | 1.07% | -2.2% |
| IVV | Buy | ISHARES CORE S&P 500 ETFcore s&p500 etf | $14,945,000 | -4.9% | 41,669 | +0.5% | 1.01% | +2.9% |
| LH | Buy | LABORATORY CORP OF AMER HLDGS | $13,442,000 | -9.2% | 65,632 | +3.9% | 0.91% | -1.7% |
| JPM | Buy | J P MORGAN CHASE & CO | $12,993,000 | -3.3% | 124,339 | +4.2% | 0.88% | +4.5% |
| GWW | Sell | GRAINGER (W.W.) INC | $12,666,000 | +7.3% | 25,892 | -0.3% | 0.86% | +16.1% |
| PG | Sell | PROCTER & GAMBLE CO | $10,371,000 | -37.7% | 82,149 | -29.1% | 0.70% | -32.6% |
| IJR | Sell | ISHARES CORE S&P SMALL-CAP ETFcore s&p scp etf | $10,128,000 | -14.1% | 116,155 | -8.9% | 0.68% | -7.1% |
| APH | Buy | AMPHENOL CORP - CL Acl a | $9,661,000 | +7.5% | 144,273 | +3.4% | 0.65% | +16.4% |
| WAB | Sell | WABTEC CORP | $8,195,000 | -2.0% | 100,739 | -1.1% | 0.55% | +6.1% |
| WTS | Sell | WATTS WATER TECHNOLOGIES - Acl a | $8,154,000 | -2.3% | 64,850 | -4.6% | 0.55% | +5.8% |
| ACN | Sell | ACCENTURE LTD | $7,493,000 | -7.4% | 29,120 | -0.1% | 0.51% | +0.2% |
| MKC | Sell | MCCORMICK & CO | $7,405,000 | -14.8% | 103,896 | -0.4% | 0.50% | -7.9% |
| CL | Sell | COLGATE PALMOLIVE | $7,130,000 | -28.1% | 101,490 | -18.0% | 0.48% | -22.1% |
| INTC | Sell | INTEL CORP | $6,987,000 | -67.2% | 271,143 | -52.5% | 0.47% | -64.6% |
| ADP | Sell | AUTOMATIC DATA PROCESSING | $6,933,000 | +7.1% | 30,652 | -0.6% | 0.47% | +15.8% |
| XOM | Sell | EXXON MOBIL CORP | $6,637,000 | +1.6% | 76,016 | -0.4% | 0.45% | +9.8% |
| KO | Sell | COCA-COLA CO | $6,241,000 | -18.6% | 111,414 | -8.6% | 0.42% | -11.9% |
| SPGI | Sell | S&P GLOBAL INC | $5,513,000 | -20.7% | 18,055 | -12.5% | 0.37% | -14.3% |
| BXP | BOSTON PROPERTIES INC | $5,465,000 | -15.8% | 72,900 | 0.0% | 0.37% | -8.9% | |
| NEE | Sell | NEXTERA ENERGY INC | $5,344,000 | -0.8% | 68,157 | -2.0% | 0.36% | +7.4% |
| TT | TRANE TECHNOLOGIES PLC | $5,268,000 | +11.5% | 36,380 | 0.0% | 0.36% | +20.7% | |
| UNP | Sell | UNION PACIFIC CORP | $5,087,000 | -11.5% | 26,111 | -3.2% | 0.34% | -4.2% |
| USB | Sell | US BANCORP | $4,622,000 | -16.8% | 114,627 | -5.0% | 0.31% | -10.1% |
| EFA | Buy | ISHARES MSCI EAFE ETFmsci eafe etf | $4,500,000 | -8.8% | 80,336 | +1.7% | 0.30% | -1.3% |
| ZBH | Sell | ZIMMER BIOMET HOLDINGS | $4,329,000 | -17.4% | 41,407 | -17.0% | 0.29% | -10.7% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $4,183,000 | -25.6% | 51,096 | -12.7% | 0.28% | -19.4% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETSftse emr mkt etf | $4,178,000 | -12.4% | 114,493 | -0.0% | 0.28% | -5.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC | $4,064,000 | -6.7% | 8,012 | -0.1% | 0.28% | +1.1% |
| HD | HOME DEPOT INC | $3,955,000 | +0.6% | 14,334 | 0.0% | 0.27% | +8.5% | |
| ABBV | Sell | ABBVIE INC | $3,823,000 | -12.4% | 28,487 | -0.0% | 0.26% | -5.1% |
| IJH | Buy | ISHARES CORE S&P MID-CAP ETFcore s&p mcp etf | $3,749,000 | -1.2% | 17,097 | +2.0% | 0.25% | +6.8% |
| CRM | Sell | SALESFORCE INC | $2,982,000 | -25.3% | 20,732 | -14.3% | 0.20% | -19.3% |
| CMCSA | Sell | COMCAST CL Acl a | $2,936,000 | -30.0% | 100,101 | -6.4% | 0.20% | -24.4% |
| ABT | Sell | ABBOTT LABORATORIES | $2,908,000 | -11.1% | 30,054 | -0.2% | 0.20% | -3.9% |
| DIS | Sell | WALT DISNEY CO | $2,712,000 | -28.2% | 28,747 | -28.2% | 0.18% | -22.5% |
| NTR | Sell | NUTRIEN LTD | $2,457,000 | -46.1% | 29,470 | -48.4% | 0.17% | -41.5% |
| VEA | Sell | VANGUARD FTSE ETF DEVELOPED MAvan ftse dev mkt | $2,379,000 | -11.5% | 65,434 | -0.7% | 0.16% | -4.2% |
| EMR | Sell | EMERSON ELEC CO | $2,353,000 | -9.6% | 32,140 | -1.8% | 0.16% | -2.5% |
| ADBE | Sell | ADOBE SYSTEMS | $2,277,000 | -35.5% | 8,274 | -14.2% | 0.15% | -30.0% |
| CVX | Sell | CHEVRON CORP | $2,271,000 | -2.2% | 15,805 | -1.5% | 0.15% | +5.5% |
| ORCL | ORACLE CORP | $2,175,000 | -12.6% | 35,608 | 0.0% | 0.15% | -5.2% | |
| CSL | Sell | CARLISLE COS INC | $2,132,000 | +17.3% | 7,604 | -0.1% | 0.14% | +27.4% |
| IWM | Sell | ISHARES TR RUSSELL 2000 ETFrussell 2000 etf | $2,081,000 | -5.6% | 12,620 | -3.1% | 0.14% | +2.2% |
| APD | Buy | AIR PRODUCTS & CHEMICALS | $2,058,000 | -0.3% | 8,845 | +3.1% | 0.14% | +7.8% |
| XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDenergy | $1,918,000 | -0.2% | 26,630 | -0.9% | 0.13% | +8.3% |
| UBER | Buy | UBER TECHNOLOGIES | $1,916,000 | +32.2% | 72,315 | +2.1% | 0.13% | +43.3% |
| AVGO | Sell | BROADCOM INC | $1,865,000 | -8.8% | 4,200 | -0.2% | 0.13% | -1.6% |
| FB | Sell | META PLATFORMS INCcl a | $1,821,000 | -45.7% | 13,420 | -35.5% | 0.12% | -41.4% |
| EEM | Sell | ISHARES MSCI EMERGING MKTS ETFmsci emg mkt etf | $1,819,000 | -19.2% | 52,147 | -7.1% | 0.12% | -12.8% |
| ITW | ILLINOIS TOOL WORKS | $1,674,000 | -0.9% | 9,265 | 0.0% | 0.11% | +7.6% | |
| NKE | Buy | NIKE INC CL Bcl b | $1,581,000 | -16.4% | 19,015 | +2.8% | 0.11% | -9.3% |
| LIN | Sell | LINDE PUBLIC LIMITED CO | $1,460,000 | -9.6% | 5,417 | -3.6% | 0.10% | -2.0% |
| MCD | MCDONALDS CORP | $1,444,000 | -6.5% | 6,260 | 0.0% | 0.10% | +2.1% | |
| MMM | 3M CO | $1,411,000 | -14.6% | 12,766 | 0.0% | 0.10% | -7.8% | |
| D | DOMINION ENERGY INC | $1,407,000 | -13.4% | 20,355 | 0.0% | 0.10% | -5.9% | |
| IR | INGERSOLL-RAND INC | $1,389,000 | +2.8% | 32,100 | 0.0% | 0.09% | +11.9% | |
| BMY | Sell | BRISTOL MYERS SQUIBB | $1,364,000 | -7.9% | 19,180 | -0.3% | 0.09% | 0.0% |
| DE | DEERE & CO | $1,346,000 | +11.5% | 4,030 | 0.0% | 0.09% | +21.3% | |
| ALC | Sell | ALCON INC | $1,302,000 | -21.5% | 22,387 | -5.6% | 0.09% | -15.4% |
| PFE | Sell | PFIZER INC | $1,296,000 | -17.2% | 29,627 | -0.7% | 0.09% | -10.2% |
| SPY | Sell | SPDR S&P 500 ETF TRUSTtr unit | $1,292,000 | -8.4% | 3,616 | -3.3% | 0.09% | -1.1% |
| ALLE | Sell | ALLEGION PLC | $1,225,000 | -10.6% | 13,658 | -2.5% | 0.08% | -3.5% |
| ROP | ROPER TECHNOLOGIES INC | $1,032,000 | -8.9% | 2,870 | 0.0% | 0.07% | -1.4% | |
| OTIS | Sell | OTIS WORLDWIDE CORP | $980,000 | -11.3% | 15,355 | -1.8% | 0.07% | -4.3% |
| WM | Sell | WASTE MANAGEMENT INC | $970,000 | +1.4% | 6,054 | -3.2% | 0.07% | +10.0% |
| CARR | Sell | CARRIER GLOBAL CORP | $867,000 | -20.2% | 24,395 | -20.0% | 0.06% | -13.2% |
| DOV | DOVER CORP | $832,000 | -3.9% | 7,140 | 0.0% | 0.06% | +3.7% | |
| VOO | VANGUARD S&P 500 | $758,000 | -5.4% | 2,310 | 0.0% | 0.05% | +2.0% | |
| VO | Sell | VANGUARD MID-CAP ETFmid cap etf | $759,000 | -5.2% | 4,038 | -0.8% | 0.05% | +2.0% |
| AXP | Sell | AMERICAN EXPRESS CO | $735,000 | -5.0% | 5,450 | -2.4% | 0.05% | +4.2% |
| VZ | Sell | VERIZON COMMUNICATIONS | $743,000 | -29.8% | 19,567 | -6.2% | 0.05% | -24.2% |
| DUK | DUKE ENERGY CORP | $734,000 | -13.2% | 7,888 | 0.0% | 0.05% | -5.7% | |
| DHR | DANAHER CORP DEL COM | $717,000 | +1.8% | 2,777 | 0.0% | 0.05% | +9.1% | |
| CAT | CATERPILLAR INC | $691,000 | -8.2% | 4,214 | 0.0% | 0.05% | 0.0% | |
| IWR | ISHARES TR RUSSELL MIDCAP ETFrus mid cap etf | $680,000 | -4.0% | 10,946 | 0.0% | 0.05% | +4.5% | |
| BDX | BECTON DICKINSON | $673,000 | -9.5% | 3,018 | 0.0% | 0.04% | -2.2% | |
| IDXX | IDEXX LABS CORP | $626,000 | -7.0% | 1,920 | 0.0% | 0.04% | 0.0% | |
| NVDA | Buy | NVIDIA CORP | $588,000 | -14.5% | 4,840 | +6.6% | 0.04% | -7.0% |
| MAR | MARRIOTT INTL INCcl a | $594,000 | +2.9% | 4,239 | 0.0% | 0.04% | +11.1% | |
| BKNG | BOOKING HOLDINGS INC | $511,000 | -6.1% | 311 | 0.0% | 0.04% | +2.9% | |
| AMGN | AMGEN INC | $476,000 | -7.4% | 2,113 | 0.0% | 0.03% | 0.0% | |
| VB | VANGUARD INDEX FDS SMALL CP ETsmall cp etf | $472,000 | -2.9% | 2,762 | 0.0% | 0.03% | +6.7% | |
| SYY | Sell | SYSCO CORPORATION | $456,000 | -23.6% | 6,446 | -8.5% | 0.03% | -16.2% |
| PM | PHILIP MORRIS INTERNATIONAL IN | $448,000 | -15.9% | 5,400 | 0.0% | 0.03% | -9.1% | |
| GS | GOLDMAN SACHS GROUP INC | $447,000 | -1.3% | 1,525 | 0.0% | 0.03% | +7.1% | |
| T | AT&T INC | $424,000 | -26.8% | 27,610 | 0.0% | 0.03% | -19.4% | |
| Sell | GENERAL ELECTRIC | $431,000 | -4.9% | 6,967 | -2.2% | 0.03% | +3.6% | |
| ACGL | ARCH CAPITAL GROUP LTD ORDord | $419,000 | +0.2% | 9,195 | 0.0% | 0.03% | +7.7% | |
| EFG | Sell | ISHARES MSCI EAFE GROWTH ETFeafe grwth etf | $397,000 | -10.2% | 5,473 | -0.4% | 0.03% | -3.6% |
| WMT | WAL MART STORES INC | $405,000 | +6.9% | 3,121 | 0.0% | 0.03% | +12.5% | |
| FDS | FACTSET RESEARCH SYSTEMS INC C | $405,000 | +4.1% | 1,012 | 0.0% | 0.03% | +12.5% | |
| AVY | AVERY DENNISON CORP | $371,000 | +0.3% | 2,283 | 0.0% | 0.02% | +8.7% | |
| GLD | SPDR GOLD TRUST | $375,000 | -8.3% | 2,427 | 0.0% | 0.02% | -3.8% | |
| PPG | PPG INDS INC | $367,000 | -3.2% | 3,315 | 0.0% | 0.02% | +4.2% | |
| FDX | FEDEX CORP | $359,000 | -34.5% | 2,419 | 0.0% | 0.02% | -29.4% | |
| WTRG | ESSENTIAL UTILITIES INC | $327,000 | -9.7% | 7,893 | 0.0% | 0.02% | -4.3% | |
| SHELL PLC ADRspon ads | $323,000 | -5.0% | 6,500 | 0.0% | 0.02% | +4.8% | ||
| TSLA | Buy | TESLA INC | $322,000 | +0.6% | 1,215 | +155.8% | 0.02% | +10.0% |
| IEFA | ISHARES CORE MSCI EAFE ETFcore msci eafe | $325,000 | -10.5% | 6,166 | 0.0% | 0.02% | -4.3% | |
| VTI | Sell | VANGUARD US STOCK INDEX ETFtotal stk mkt | $326,000 | -18.5% | 1,816 | -14.5% | 0.02% | -12.0% |
| HSY | THE HERSHEY COMPANY | $317,000 | +2.3% | 1,440 | 0.0% | 0.02% | +10.5% | |
| NSC | NORFOLK SOUTHERN CORP | $309,000 | -7.8% | 1,474 | 0.0% | 0.02% | 0.0% | |
| POR | PORTLAND GEN ELEC CO | $304,000 | -10.1% | 7,000 | 0.0% | 0.02% | 0.0% | |
| AMRC | AMERESCO INC CL Acl a | $302,000 | +45.9% | 4,550 | 0.0% | 0.02% | +53.8% | |
| GIS | GENERAL MILLS INC | $267,000 | +1.5% | 3,480 | 0.0% | 0.02% | +12.5% | |
| UNH | UNITED HEALTHCARE CORP COM | $262,000 | -1.9% | 519 | 0.0% | 0.02% | +5.9% | |
| QCOM | QUALCOMM INC | $271,000 | -11.7% | 2,400 | 0.0% | 0.02% | -5.3% | |
| CCI | CROWN CASTLE INTERNATIONAL COR | $231,000 | -14.1% | 1,600 | 0.0% | 0.02% | -5.9% | |
| UL | UNILEVER PLC ADRspon adr new | $230,000 | -4.2% | 5,240 | 0.0% | 0.02% | +6.7% | |
| XYL | XYLEM INC | $227,000 | +11.8% | 2,600 | 0.0% | 0.02% | +15.4% | |
| ICLN | New | ISHARES GLOBAL CLEAN ENERGY ETgl clean ene etf | $227,000 | – | 11,866 | +100.0% | 0.02% | – |
| PAYX | PAYCHEX INC | $224,000 | -1.8% | 2,000 | 0.0% | 0.02% | +7.1% | |
| MO | ALTRIA GROUP INC | $218,000 | -3.5% | 5,400 | 0.0% | 0.02% | +7.1% | |
| WEC | WEC ENERGY GROUP INC | $214,000 | -11.2% | 2,397 | 0.0% | 0.01% | -6.7% | |
| DEO | DIAGEO P L C SPON ADR NEWspon adr new | $212,000 | -2.8% | 1,250 | 0.0% | 0.01% | 0.0% | |
| MGK | VANGUARD MEGA CAP GROWTHmega grwth ind | $201,000 | -3.8% | 1,151 | 0.0% | 0.01% | +7.7% | |
| SYF | New | SYNCHRONY FINANCIAL | $201,000 | – | 7,136 | +100.0% | 0.01% | – |
| MDY | SPDR S&P MIDCAP 400 ETF TRUSTutser1 s&pdcrp | $213,000 | -3.2% | 531 | 0.0% | 0.01% | 0.0% | |
| MDT | MEDTRONICS PLC | $201,000 | -9.9% | 2,485 | 0.0% | 0.01% | 0.0% | |
| MCO | Exit | MOODY'S CORPORATION | $0 | – | -770 | -100.0% | -0.01% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -550 | -100.0% | -0.01% | – |
| MSA | Exit | MSA SAFETY INC | $0 | – | -1,800 | -100.0% | -0.01% | – |
| GMF | Exit | SPDR S&P EMERGING ASIA PACIFICasia pacif etf | $0 | – | -2,121 | -100.0% | -0.01% | – |
| HPQ | Exit | HP INC | $0 | – | -10,158 | -100.0% | -0.02% | – |
| FTGC | Exit | FIRST TRUST GLOBAL TACTICAL COfst tr glb fd | $0 | – | -13,000 | -100.0% | -0.02% | – |
| XLB | Exit | MATERIALS SELECT SECTOR SPDRsbi materials | $0 | – | -14,600 | -100.0% | -0.07% | – |
| CDK | Exit | CDK GLOBAL INC | $0 | – | -339,251 | -100.0% | -1.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-19
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.