$141 Million is the total value of Legacy Capital Partners, Inc.'s 112 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
POT | New | Potash Corporation of Saskatch | $574,000 | – | 15,840 | +100.0% | 0.41% | – |
ADS | New | Alliance Data Systems | $372,000 | – | 1,365 | +100.0% | 0.26% | – |
HON | New | Honeywell International | $347,000 | – | 3,732 | +100.0% | 0.25% | – |
M | New | Macy's, Inc. | $249,000 | – | 4,190 | +100.0% | 0.18% | – |
New | Smucker, J.M., Co. | $205,000 | – | 2,100 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-08
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 36 | Q1 2022 | 9.5% |
INTEL CORP COM | 36 | Q1 2022 | 3.5% |
JOHNSON & JOHNSON COM | 36 | Q1 2022 | 3.1% |
ACCENTURE PLC IRELAND SHS CLASS A | 36 | Q1 2022 | 3.6% |
Bank of Montreal | 36 | Q1 2022 | 2.9% |
VERIZON COMMUNICATIONS INC COM | 36 | Q1 2022 | 3.1% |
PROCTER & GAMBLE CO COM | 36 | Q1 2022 | 3.0% |
COCA COLA CO COM | 36 | Q1 2022 | 3.3% |
FISERV INC COM | 36 | Q1 2022 | 3.2% |
AbbVie Inc. Common Stock | 36 | Q1 2022 | 3.5% |
View Legacy Capital Partners, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-04-11 |
13F-HR | 2022-01-27 |
13F-HR | 2021-10-18 |
13F-HR | 2021-07-13 |
13F-HR | 2021-04-20 |
13F-HR | 2021-02-02 |
13F-HR | 2020-10-13 |
13F-HR | 2020-07-07 |
13F-HR | 2020-05-05 |
13F-HR | 2020-01-14 |
View Legacy Capital Partners, Inc.'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.